People Moves
West Coast Foundation Searching For Private Investment Director

The foundation is searching for a director of private investments as its associate director for private investments left in late 2022 to join the investment management company of a Southern university.

03.08.23
Consultant/OCIO/Discretionary
Southwest 529 Plan Searching For Investment Consultant

The plan has launched a search for an investment consultant due to the upcoming contract expiration of its incumbent, which is allowed to rebid.

03.08.23
People Moves
New England University Eyes Director For New West Coast Role

The university is searching for a director of investments to oversee its endowment and be based on the West Coast to help enhance and extend the investment team’s current network in the region.

03.08.23
People Moves
Western University System To Search For Next Treasurer & CIO

The institution will soon conduct a search for its next treasurer and cio to oversee its cash, debt and investments after its previous treasurer and investment head left in late 2022 to pursue another opportunity.

03.08.23
Asset Study/Review
New England 529 Plan Removes Two Strategies From Advisor Plan

The plan removed an exchange traded fund and international equity fund from its advisor plan late last month after being notified of upcoming changes to the investment manager’s strategies.

03.07.23
Multi-Asset/Investment Advisor
Western Foundation Seeks Retirement Plan Provider Services

The foundation has issued an RFP seeking an investment provider to offer 457/403b products and services, including custodial, record keeping, investment and customer service.

03.07.23
People Moves
New England University Adds Investment Director

The university added a director to the investment team overseeing its endowment in the fourth quarter.

03.07.23
People Moves
Investment Firm Elevates Chief Data Officer To Executive Leadership Team

The firm announced the expansion of its executive leadership team with the appointment of a chief data officer, who has held the role since 2019.

03.02.23
People Moves
Socially Responsible Investment Manager Names New President

The firm announced the appointment of its next president to help lead its strategic direction and corporate growth following the planned departure of current president.

03.02.23
Consultant/OCIO/Discretionary
Southern Board To Conduct Investment Consultant Search

The board approved conducting a search for an investment consultant for its more than $2 billion in assets at its meeting in early February.

03.02.23