Multi-Asset/Investment Advisor
The township made a hire in its investment management and advisory services search for its pension plans in April.
A Mid-Atlantic city has chosen a firm to oversee its $12 million portfolio.
A Midwestern County is searching for a firm to manage a portion of its investment portfolio.
A New England town is searching for a firm to manage its host benefit and host emergency funds.
A city in the South has issued an RFP seeking a firm to provide investment management services for its cemetery trust fund due to the impending contract expiration of its current provider.
A 529 plan in the West has issued its RFP seeking a program manager to provide investment, marketing, distribution, record keeping, cash management, custody administration and customer service functions.
Glenmede has established a private wealth office in Pittsburgh as part of a regional expansion strategy, the firm announced.
A Wisconsin county has hired three firms to serve as investment advisors.
A Southeastern county has rehired a firm to buy and sell securities and serve as an investment broker.
A Colorado water plan is searching for a single advisor for its 401(a) plan and its 457(b) plan.