The firm recently added a senior investment advisor to support its foundation, endowment and institutional nonprofit clients.
The firm has acquired a wealth management and asset management platform with over $1 billion in assets under advisement.
The college recently added a pair of investment associates from an investment bank to focus on private equity and real assets.
The foundation is seeking an investment manager to handle its endowment after hiring a firm to create and manage a portfolio of index and exchange traded funds for diversification purposes in 2016.
The foundation is searching for a cio to lead all aspects of managing its endowment after its investment head recently stepped down from the role.
The foundation is searching for a non-discretionary consultant for its endowment as its cio recently stepped down from the role.
The community college hired an outsourced cio for a newly established endowment in the second quarter.
The investment consulting firm announced that Adam Laubacker has been promoted to senior v.p.
The firm hired a senior investment advisor to work with private clients, develop and execute long-term investment and wealth strategies and manage investment portfolios.
The firm’s president and ceo will retire at the end of August 2023 and be succeeded by the firm’s director of investments.