The wealth management firm is acquiring an investment manager based on the West coast along with its advisory team as part of its strategic growth plan of enhancing its research and investment talent.
An investment firm focused on climate-related investments has made a strategic investment in a private markets firm that is focused on environmental sustainability.
The analyst will assist in all stages of the university’s investment process, including sourcing, origination, due diligence, implementation of investment opportunities, monitoring and portfolio management.