Industry News
Investment Advisor Takes Equity Stake In Boutique Impact Mgr.

The firm has entered into an agreement to take an equity stake in a boutique impact investment manager and will provide operational support, marketing and distribution to investment consultants, institutional asset owners and wealth platforms.

03.15.23
People Moves
New England College Seeking MD

The college is searching for a managing director for its private equity portfolio after naming its next cio last month.

03.15.23
Multi-Asset/Investment Advisor
Southern Trust Fund Sticks With Incumbent Advisor

The fund decided to stick with its existing investment advisor to handle its portfolio following a search from last summer as part of standard procurement process to put contracts out for bid periodically.

03.15.23
Consultant/OCIO/Discretionary
Southern Hospital System Conducting Investment Consultant Search

The health system has issued an RFP for an investment consultant for its defined benefit plan and defined contribution plan after rehiring its incumbent in late 2018.

03.15.23
People Moves
Northeast Foundation Names Next CIO

The foundation has named the investment head of a mid-Atlantic foundation as its next cio and the mid-Atlantic foundation will promote its director of private capital investments as its next cio.

03.13.23
People Moves
Fort Worth Eyes Next Executive Director

The plan has launched its search for its next executive director after its previous head left in September to join Aon as an associate partner focused on governance consulting services.

03.10.23
People Moves
Lazard Names President

The president will join the firm next month and be responsible for further strengthening senior client relationships, attracting talent and expanding the firm’s reach globally.

03.10.23
Consultant/OCIO/Discretionary
Southern Community College Foundation Issues Consultant RFP

The foundation has issued an RFP seeking an investment consultant for its endowment and operating accounts.

03.09.23
People Moves
Investment Firm Institutional Equities Head

The firm hired a head of institutional equities within its equity capital markets group to oversee research, sales and trading, corporate access and corporate services.

03.08.23
People Moves
Wealth Manager Adds Team From Morgan Stanley

The firm added a six-person team based in Los Angeles to provide portfolio management, retirement planning, investment consulting and other wealth management services to nonprofits and private family foundations, among other clients.

03.08.23