People Moves
Northeast Tribe Seeks Investment Mgmt. Board Members

The tribe has issued an RFQ seeking two individuals to join its investment management board and help oversee its various funds.

04.12.23
People Moves
Southern Endowment Management Company Wraps Up Director Search

The management company recently hired a director of investments to support its investment program and wrap up its search from the fall.

04.12.23
Consultant/OCIO/Discretionary
New England Foundation Issues Investment Consultant RFQ

The foundation has issued an RFQ seeking an investment consultant to provide non-discretionary services for its portfolio as part of its routine services review cycle.

04.12.23
Consultant/OCIO/Discretionary
Canadian City Agency Seeking Outsourced CIO

The city agency has issued an RFP seeking an outsourced cio to manage its portfolio.

04.12.23
People Moves
Mid-Atlantic Organization Closing In On Next CFO/Treasurer, Seeking Investment Mgr.

The organization is closing in on hiring its next cfo and treasurer as it searches for an investment manager to help oversee its more than $2 billion in investments.

04.06.23
Industry News
Wealth & Asset Manager Acquires Minority Stake In Financial Advisory Firm

The wealth and asset management company acquired an approximately 20.5% stake in the financial advisory firm in exchange for a $622 million investment.

04.06.23
People Moves
Mid-Atlantic Foundation Searching For Director Of Investments, Names First CFO

The foundation is searching for a director of investments to assist in the oversight and management of its portfolio after hiring its first full time cfo to begin later this month.

04.06.23
Consultant/OCIO/Discretionary
Western System Extends Outsourced CIO Contract

The system approved extending its contract with its outsourced cio provider for one year through Dec. 31, 2024 after consolidating to one discretionary provider at the beginning of 2022.

04.06.23
Consultant/OCIO/Discretionary
Southern University Wraps Up Retirement Consultant Search

The university selected a firm to serve as retirement consultant for its optional retirement plans and provide fiduciary governance in the fourth quarter following the issuance of an RFP in July.

04.06.23
People Moves
Southern Foundation President Retiring, Search For Successor Ensues

The foundation has begun a national search for its next president and the current head’s resignation will be effective upon the appointment of a successor.

04.06.23