People Moves

People Moves
Virginia Plan Launches Executive Director Search

The plan’s former executive director resigned from the position earlier this year.

10.16.23
People Moves
Midwestern Foundation Names Next CIO

The foundation hired its next v.p. for investments and cio from a nearby registered investment advisor, where they oversaw the firm’s $11 billion investment program.

10.16.23
People Moves
Merced County Loses Inaugural CIO

The retirement plan’s first cio appears to have departed after joining in June.

10.13.23
People Moves
Mid-Atlantic University Foundation Names CIO

The foundation has promoted its interim cio to its permanent investment head following a search that began last year as its investment head left to pursue another opportunity.

10.13.23
Profiles
Forthcoming Children’s Book Provides Access, Confidence In Financial Literacy

An institutional investment industry veteran has penned a new children’s book that aims to give children the confidence and access to become financially literate.

10.13.23
People Moves
Mercer Appoints President

He is responsible for the firm’s global health, wealth and career practices.

10.12.23
People Moves
Matthews Taps New CIO

He will officially take on the role on Jan. 1 and succeeds CIO Robert Horrocks.

10.12.23
People Moves
Wealth Manager Acquires Two Advisory Teams

The firm has added private advisory teams from Janney Montgomery Scott and Wells Fargo Advisors to its global wealth management team.

10.11.23
People Moves
Southern Foundation Adds Investment Director

The foundation recently hired an investment director from a nearby retirement system to help oversee its investment portfolio.

10.11.23
People Moves
Midwest Foundation Appoints Three New Board Members

The foundation has appointed three members to its board of trustees, effective Oct. 1, including one investment head of a Midwestern foundation.

10.11.23