The consulting firm is adding nearly $5 billion in client assets and expanding its presence in New England through the acquisition of a registered investment advisor with over 100 employees.
The firm’s new wealth division cio will join in February from BlackRock.
He left the firm last week to pursue a new opportunity with an investment management firm.
The firm hired a v.p. of business development to oversee the strategic development of its intermediaries initiative.
He will be responsible for evaluating new transactions, due diligence, underwriting and collaborating with portfolio companies.
The executive director will leave on Jan. 6 after three years in the position.
She will retire early next year after serving on the firm’s U.S. Real Estate Income and Growth Fund for over 14 years.
A research foundation affiliated with a Midwestern university has tabbed on its current staff members to become president and ceo next year.
A global investment firm has hired a new cio to manage its U.S. endowment and foundation business.
The new director will oversee administrative, operational and other duties for its investment team.