People Moves
Outsourced CIO Adds Client Service Associate

The discretionary advisor has hired a client services associate to support client relationships and portfolio communication across its approximately $3 billion in client assets.

08.26.26
People Moves
Mid-Atlantic Foundation Names MD As CIO

The foundation has promoted its managing director and interim cio as its permanent cio after its cio left the role in May.

08.26.26
Multi-Asset/Investment Advisor
New England University Hires New Firm To Manage AssetsĀ 

The university hired a new firm to provide investment management services for its financial assets as well as those of its foundation following a search from last year.

08.24.26
Consultant/OCIO/Discretionary
Historically Black University Seeks Retirement Plan Consultant

The university has issued an RFP seeking a retirement plan consultant to assess its retirement programs, modernize offerings and enhance performance to fill an advisory gap left by its record keeper.

08.19.26
People Moves
Southern Fund Searching For Hedge Fund Director, Private Equity Associate

The fund is searching for a director of hedge fund investments as well as an associate for private equity funds to assist in the oversight and management of its portfolio.

08.19.26
People Moves
Western Institution Searching For Analyst Focused On Marketable Investments

The institution is seeking an investment analyst to contribute to its investment process, including data management, manager selection and monitoring, performance analysis and broader portfolio management responsibilities.

08.19.26
People Moves
New England College Adds Four Board Members

The college has appointed four new members to its board of trustees, including one investment professional and another that works at a large asset management firm.

08.19.26
Multi-Asset/Investment Advisor
Northeast Corporation Seeks Advisory Services For Establishing OPEB Trust

The corporation is seeking firms to provide comprehensive advisory, administrative and investment management services for the establishment and ongoing management of an OPEB Section 115 Trust.

08.19.26
People Moves
Mid-Atlantic Plan Adds Analyst; Building Out In-House Impact Team

The organization recently hired an investment analyst to assist in the oversight and management of its investments, while adding three new members to build out its in-house impact investing and nature finance team.

08.19.26
Industry News
Investment Manager Acquiring Options-Based Income ETF Provider

The firm is acquiring a systematic options-based income ETF manager and the combined platform will position the firm as the eighth largest active ETF manager.

08.19.26