People Moves

Consultant/OCIO/Discretionary
Mercer Acquiring Vanguard Outsourced CIO Business

Mercer has reached an agreement to acquire Vanguard Institutional Advisory Services’ outsourced cio business, including its more than 1000 clients and 120 team members in the first quarter.

12.05.23
People Moves
Trez Capital Adds Executive MD, Global Capital Raising Head

He leads the firm’s Toronto-based capital raising team.

12.05.23
People Moves
Ontario Teachers Names Real Estate MD

The managing director will oversee a newly established in-house real estate group.

12.05.23
People Moves
Investment Consultant Adds Senior V.P. From Western Indian Tribe

The firm hired a senior v.p. within its alternatives consulting group to implement private equity portfolios, including providing direct partnership evaluations, direct co-investment evaluations and fund-of-funds searches.

12.04.23
People Moves
Midwest Religious Order Names Next CIO

The institution has hired its next cio from a nearby investment advisor and resources platform launched in 2021.

12.04.23
People Moves
Lazard Bolsters Small-Cap Platform

Firm added a new global head of small-cap and an additional portfolio manager/analyst.

12.04.23
5 Questions
5 Questions With Alaska Permanent CIO Marcus Frampton

Marcus Frampton is cio of the $77.3 billion Alaska Permanent Fund Corporation. He took the time to answer 5 questions with FIN News.

12.04.23
Industry News
Smith Graham Equity Team To Join Dana Investment Advisors

The equity team of Smith, Graham & Co. Investment Advisors will join Dana Investment Advisors, sources have confirmed.

12.01.23
People Moves
H.I.G. Capital Expands Capital Formation Group

The global investment firm expanded with three new hires.

11.30.23
Industry News
Palisade Capital Partner Dies

The domestic small- and mid-cap equity firm lost a partner and core equity team member over the weekend.

11.30.23