People Moves
Investment Advisor Appoints Senior MD To Wealth Mgmt. Team

The firm has hired a senior managing director to provide holistic wealth management services for clients, including financial planning, wealth transfer and family governance.

08.21.25
People Moves
Mid-Atlantic University Eyes Investment Treasury Associate

The investment treasury associate will manage banking, treasury and investment operations, including cash flow analysis, foreign exchange transactions, maintenance of accounts and other treasury services.

08.21.25
People Moves
Western Office Seeks Analyst For Trust Fund

The office is searching for an investment analyst to provide analytical and operational support across asset classes, focusing on performance monitoring, investment research, due diligence and reporting for its endowment.

08.21.25
People Moves
Western Foundation Adds Managing Director

The foundation hired a managing director to cover private equity earlier this year to conclude a search after its previous managing director left last year to join a global private markets investment manager as a partner.

08.21.25
Equity
New England Plan Adds Mid-Cap Strategy, Swaps Responsible Equity Strategies

The 529 plan added a domestic mid-cap value equity strategy and swapped responsible equity investments at a meeting last month.

08.21.25
Multi-Asset/Investment Advisor
Western Funds Hire Slew Of Managers

The funds hired 14 investment managers to conclude a search for firms to help manage their portfolios from last year.

08.21.25
People Moves
Northeast Institution Searching For Director

The institution is seeking a director of infrastructure to oversee the management of its cloud infrastructure.

08.21.25
People Moves
New England University Eyes Operations Specialist

The university is seeking an operations specialist to ensure the accuracy and efficiency of accounting reconciliation, cash management, portfolio reporting and document administration for its endowment.

08.21.25
People Moves
Western Fund Searching For Investment Analysts

The fund is searching for two investment analyst roles – manager research, strategy and risk analytics – to assist in the oversight and management of its portfolio.

08.21.25
People Moves
Southern Foundation Adds Assistant Investment Director

The foundation hired an assistant investment director in the second quarter to focus on private market investments.

08.20.25