People Moves
Southern Foundation Hires New CIO

The foundation hired a new cio in the second quarter as its investment head and former president is set to retire at the end of the year.

08.23.22
People Moves
Northeast University Hires MDs, Searching For Analyst/Associate

The university hired managing directors for marketable investments and private partnerships last month and is currently searching for an investment analyst/associate following the recent departure of an analyst.

08.18.22
Multi-Asset/Investment Advisor
Southwest Reservation Seeking Financial Advisory Services

The reservation is seeking a fee-only financial advisor to provide a variety of services, including valuation of alternative investments and direct investment opportunities.

08.17.22
People Moves
Religious Organization Seeks Investment Head, CIO To Retire

The organization is searching for its next investment head as its cio is set to retire after almost nine years of service.

08.17.22
Multi-Asset/Investment Advisor
New England College Foundation Hires New Investment Advisors

The foundation hired two new investment advisors to oversee its portfolio following a search from last year for standard due diligence.

08.17.22
People Moves
New England College Launches Investment Officer Search

The college is searching for an investment officer to assist in the oversight and management of its endowment as part of the continued build-out of its investment staff.

08.16.22
Consultant/OCIO/Discretionary
Southern 529 Plan Searching For Investment Consultant

The plan is seeking an investment consultant to oversee and advise on its trust fund due to the contract expiration of its incumbent provider, which is allowed to rebid.

08.16.22
Industry News
Southern Consultant Acquires Wealth Mgmt. & Investment Advisory Firm; Adds E&F Director

The firm announced the addition of a wealth management and investment advisory firm as it looks to grow its footprint in a Southern state.

08.16.22
People Moves
Investment Manager Adds New Head Of Responsible Investing Strategy

The firm hired a senior managing director and head of responsible investing strategy and solutions to support its growth and expertise in the responsible investing space.

08.11.22
Real Estate
Southern Fund Adds Real Estate Commitment

The fund added a real estate commitment with an existing manager at a special board meeting this summer after adding three open-end real estate funds in May.

08.11.22