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The wealth manager is merging with the registered investment advisor to deepen its offerings for private and corporate clientele in the region.
The nonprofit corporation is searching for a v.p. of finance and administration to oversee its finances and endowment.
The firm has hired a head of alternative credit to build upon its emerging market alternative credit platform and develop a broader set of investment solutions for clients.
The nonprofit organization selected a firm to handle its more than $500 million endowment this month over three other finalists following a year-long competitive bid process.
The discretionary advisor has promoted two staff members as partners and five as managing directors as the firm opened its newest U.S. branch in Texas.
The university added a commitment to a carbon trading impact fund within its endowment in the fourth quarter.
The recent report surveyed more than 250 managers and institutions using sustainable investment strategies.
One of Callan’s senior v.p.s left the firm at the end of the year to join a wealth management firm working with individuals, families and a select group of institutional clients as an investment consultant.
The investment consultant will oversee its approximately $2 billion portfolio after approving the RFP process in the fourth quarter.
The cio and treasurer left the institution in December after nine years of service and the university has named its assistant v.p. and deputy cio to the role on an interim basis.