Multi-Asset/Investment Advisor
The acquired firms add 37 new employees, including 13 member-owners.
The cemetery district hired a new investment advisor to handle its portfolio, which includes funds, following a search from last year.
The authority is seeking investment advisory services for two plans totaling $13 million.
The college has issued an RFP seeking an investment advisor to manage its foundation’s portfolio after conducting a similar search in 2013.
The organization hired an investment advisor in the third quarter following a search from late 2021.
City is searching for a firm to provide non-discretionary management of its investment pool portfolio.
The borough is seeking investment advisory services for its pension and OPEB plans.
County is searching for a firm to manage its $6.8 million other post-employment benefits trust.
District is searching for a firm to manage between $60 million and $150 million in assets.
The plan is seeking small, local managers to receive an initial investment of up to $5 million.
