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Consultant/OCIO/Discretionary
New York College Launches Investment Consultant Search
The college has launched a search for an investment consultant to oversee its nearly $350 million investment portfolio.
10.28.26
Investment Advisor & Mgr. Adds Senior Client Portfolio Manager
The firm hired a senior client portfolio manager to support client relationships and help expand the reach of investment strategies across the U.S. wealth management space.
10.28.26
Western College Searching For Non-Discretionary Advisor
The college is seeking non-discretionary advisory services for endowment and foundation investment funds as its incumbent provider’s contract is expiring.
10.28.26
William Blair Opens Dallas Office W/ Addition Of Advisory Team
The firm is opening an office in Dallas with the addition of a four-person wealth advisory team led by managing directors and wealth advisors that previously worked at UBS Private Wealth Management.
10.28.26
Southern Foundation Hires Finance V.P.
The foundation has hired a v.p. of finance to help oversee the strategic management of its financial resources and investment returns.
10.28.26
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FINsearches is the most powerful and complete sales and marketing tool available for the institutional asset management industry for defined benefit plans, nonprofits and consultants.
Great Plains Fund Considering Adding Active Extension Mgr.
The fund will consider adding a new large cap active extension manager at this week’s board meeting to further diversify its domestic equity portfolio.
10.28.26
Pacific Northwest Healthcare Group Adds CFO
The health care system has hired a new permanent executive v.p. and cfo to oversee its financial strategy and resource management across its Pacfiic Northwest operations.
10.28.26
In The News
Oil, Lawsuits, AI: Inside Harvard’s Increasingly Opaque $57 Billion Endowment
A Harvard Crimson analysis of nearly 3,400 tax records traced Harvard’s endowment through a sprawling network of outside funds, revealing investments tied to fossil fuels, litigation finance, private companies, catastrophe risk, and more.
The Struggling Colleges Raiding Their Endowments to Pay the Bills
It’s the last resort for institutions on the brink: tapping restricted funds from donors to keep the lights on. ‘The money they donated is not being used for what they gave it for.’
University Endowments Are About to Strike It Big on the SpaceX IPO
SpaceX is among the most widely held investments across colleges and universities, endowment executives say, likely making the rocket company’s coming IPO one of the great windfalls for American endowments.
Princeton spared from endowment tax, PRINCO executive says, saving hundreds of millions
Princeton will not have to pay any net investment income tax on returns from its $36.4 billion endowment, a University investment official said at a private event in January, after a recent expansion of its undergraduate financial aid program left the University below a 3,000 tuition-paying student threshold to qualify for taxation.
