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
Asset Study/Review
Southern Fund Revises Liquid Account A/A

The fund approved a new strategic asset allocation for its liquid account in June, increasing targets across its equity portfolio as well as core bonds through the elimination of a fixed-income allocation.

08.04.22
People Moves
Northeastern University Names Inaugural Executive V.P.

The university has hired its inaugural executive v.p. for administration and finance and cfo following a study of its finance and administration operations by NACUBO.

08.04.22
People Moves
Mid-Atlantic University MD Departs For Deputy CIO Role At OCIO

The university managing director left in the first quarter to join a mid-Atlantic outsourced cio as deputy cio in May.

08.04.22
People Moves
Southern Institution Adds Analyst To Private Investments Team

The university hired an investment analyst for its private investments team following a search from last year.

08.03.22