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
Infrastructure
Southern Fund Approves Infrastructure Commitment

The fund approved an infrastructure commitment with an existing manager at its board meeting last week.

08.11.22
Administrator/Record Keeper
Southern Health System Hires New Record Keeper

The health system hired a new record keeper for its 403(b) plans, 401(a) plan and 457(b) plan following a search.

08.10.22
People Moves
Outsourced CIO Seeks Newly Created Investment Associate Role

The discretionary manager is searching for an investment associate to primarily handle the input and management of data and financial tools used to calculate return, risk and investment performance for client portfolios.

08.10.22
People Moves
Northeast University Analyst Joins Investment Consultant’s Private Markets Team

The individual left their role as a senior investment analyst to join the investment consultant as an associate on its private markets team last month.

08.10.22
People Moves
Sustainable Infrastructure Manager Adds MDs, Promotes Principals

The firm hired two new members to its credit and investments teams and promoted two principals to managing directors.

08.10.22
People Moves
Mid-Atlantic University Names Next CIO From Northeast Health System

The university has hired a former senior investment staff member of a Northeastern health system to take over as its next cio later this month following a search conducted due to the 2021 retirement of its previous investment head.

08.09.22
People Moves
Southern University Names New CIO

The university hired a managing director from a family office to serve as its cio as its first investment head is set to retire at the end of the year.

08.04.22