Searches And Hires

Multi-Asset/Investment Advisor
Mid-Atlantic Nonprofit Seeks Portfolio Advisor

A nonprofit based in the Mid-Atlantic region is searching for an investment advisor for its portfolio of post-employment benefit accounts, which includes a 403(b) plan and retiree health reimbursement account.

12.16.21
Consultant/OCIO/Discretionary
New England College Seeks OCIO For New Endowment

A college based in New England has issued an RFP seeking an outsourced cio for a newly established $20 million endowment.

12.16.21
Multi-Asset/Investment Advisor
Maryland City Seeks Investment Advisor

A Maryland city is searching for a firm to manage its $137 million investment portfolio.

12.15.21
Multi-Asset/Investment Advisor
Mid-Atlantic Authority Issues Manager RFQ

A Mid-Atlantic utility authority is searching for a manager for its cash and fixed-income assets.

12.15.21
Consultant/OCIO/Discretionary
West Coast Plan Approves Private Credit Consultant RFP

The plan will issue an RFP seeking a maiden private credit consultant next month following approval today.

12.14.21
Real Estate
Southwest Plan Slates Value-Add Real Estate RFI

Plan is scheduled to issue an RFI for value-add real estate managers on Friday pending approval at this week’s board meeting.

12.13.21
Consultant/OCIO/Discretionary
Northwest Plan Posts Consultant RFP

The plan has issued a general investment consultant RFP after previously delaying its issuance due to the COVID-19 pandemic.

12.13.21
Multi-Asset/Investment Advisor
Mid-Atlantic Water Plan Issues Adviser RFP

A Mid-Atlantic water plan is searching for a firm to select, buy and sell securities.

12.13.21
Searches And Hires
Midwest Village Seeks Investment Mgr.

A Midwestern village is searching for a firm to help manage its cash and investments.

12.13.21
Searches And Hires
Southern City Seeks Deferred Comp. Advisor

A Southern city is searching for an advisor/consultant for its deferred compensation plan.

12.10.21