People Moves

People Moves
Texas Wealth Management Team Joins Global Financial Advisory Firm

A wealth advisory team in the Houston area has joined a global financial advisory firm.

11.10.22
People Moves
Southern University Hires First CIO

The university hired its first cio to manage its investment office and oversee three separate portfolios following a search from earlier this year due to the increasing size and complexity of its endowment.

11.10.22
People Moves
Midwest 529 Plan Names Director Of Investments

The college savings plan named a director of investments following the departure of its cio.

11.10.22
People Moves
Waterfall Asset Mgmt. Appoints Co-CIOs

The firm promoted two partners to co-cios amid its former cio’s decision to step down.

11.09.22
People Moves
Domain Capital Group Names President

David Seaman has been named president of Domain Capital Group.

11.09.22
People Moves
Aksia Bolsters Global Private Credit Team

Alternatives investment consultant Aksia has added two professionals to its global private credit team.

11.09.22
People Moves
Investment Advisor Acquires Wealth Management Firm

The investment advisory firm has purchased a women-led wealth management firm based in the Midwest.

11.09.22
People Moves
Alternatives Manager Names Head Of ESG, CTO

The firm hired a head of ESG to develop an ESG strategy and standardize and enhance its ESG strategies.

11.09.22
People Moves
Private Equity Mgr. Promotes Principals & Directors, Adds New Principal

The Midwest-based firm has promoted three principals to managing director and two directors to principals, while hiring a new principal to deploy a strategy that aims to partner with management leaders in sectors to identify, acquire and build market-leading companies.

11.09.22
People Moves
Lower Middle Market Private Investment Firm Adds Senior Advisor

The firm added a senior advisor to assist its full-time team with relationships, resources and industry knowledge to help optimize results for its portfolio investments.

11.09.22