People Moves

Industry News
Firm Acquires Southern Investment Advisory Firm

The global investment firm has acquired a wealth advisory team based in Austin, Texas, which marks its first investment advisory team in the city.

01.19.23
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Southern Real Estate Firm Promotes Asset Mgr. To V.P.

The value-add real estate manager has promoted an asset manager to v.p. of asset management to oversee its asset management team and take over responsibility for risk management.

01.19.23
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Mid-Atlantic Endowments Names Next President

The philanthropic organization has tabbed a new president after its previous head left last year.

01.19.23
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Healthcare Firm Adds Director Focused On ESG

The firm has hired a director to help build its ESG initiatives and advise portfolio companies on their implementation of ESG best practices.

01.19.23
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Emerging MoM Firm Sees CIO Depart

The departure has led to at least one client placing the firm on watch.

01.18.23
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Pennybacker Makes Executive Team Appointments

The firm announced several leadership appointments.

01.18.23
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T. Rowe Price Hires Global SMA Head

He will oversee the firm’s global separately managed account business in the newly created role.

01.18.23
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Asset Manager Hires Global Head Of Real Estate

Firm’s new global head of real estate will lead the growth of its Canadian and U.K. real estate platforms in key markets.

01.18.23
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Wealth Management Firm Adds Team

The wealth management firm has hired a seven-person team led by four managing directors and wealth managers to provide portfolio management, retirement planning, investment consulting and other wealth management services to nonprofits, private family foundations and other clients.

01.18.23
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William Blair Adds Associate Research Director

The new hire will help scale and optimize research for the firm’s equity research group.

01.17.23