People Moves

People Moves
West Coast Plan Taps Interim CIO

The plan will welcome back a familiar face to serve as interim cio but will lose an investment officer to the private sector at the end of the month.

11.18.22
People Moves
Northwest 529 Plan Seeks New Executive Director

The college savings program is searching for a new executive director as its previous head left the role earlier this month to join a municipal financial advisory firm.

11.18.22
People Moves
Millennium Trust Promotes CEO

He previously served as the firm’s cfo and coo.

11.17.22
People Moves
EverWest Hires Managing Director

The managing director is responsible for the firm’s acquisitions activity in the central U.S. market.

11.17.22
People Moves
Asset & Wealth Mgmt. Firm Adds Sr. Advisor To Foundation Practice

The firm recently added a senior investment advisor to support its foundation, endowment and institutional nonprofit clients.

11.17.22
People Moves
New England College Adds Investment Associates

The college recently added a pair of investment associates from an investment bank to focus on private equity and real assets.

11.17.22
People Moves
Mid-Atlantic Foundation Seeking CIO

The foundation is searching for a cio to lead all aspects of managing its endowment after its investment head recently stepped down from the role.

11.17.22
People Moves
Western Real Estate Firm Names New CEO

The agricultural REIT has tabbed its president to become its next ceo in the first quarter of 2023 as part of executive succession plans.

11.17.22
People Moves
Financial Services Firm Hires MD For Equity Group

The firm hired a managing director for its equity capital markets team to focus on origination and execution in the financial institutions and financial technology industries.

11.17.22
People Moves
LCG Announces Senior V.P. Promotion

The investment consulting firm announced that Adam Laubacker has been promoted to senior v.p.

11.17.22