People Moves
Mid-Atlantic 529 Plan Adds New Executive Director

The 529 plan hired a new executive director from a nearby university following a search from this summer as its previous head left to join a Western university as deputy cio.

11.22.22
People Moves
Asset Manager Adds Head Of Pvt. Market Client Solutions, Director Of Member Strategy

The firm recently hired a head of private market client solutions to optimize the role of private market investments in client portfolio as well as a director in its member strategy group to manage and maintain relationships with current and prospective clients.

11.22.22
Venture Capital
VoLo Earth Ventures Closes Inaugural Fund Above Target

The Western-based firm closed its inaugural fund, which invests in early-stage climate tech companies, with approximately $90 million in total commitments, above its $50 million target.

11.22.22
People Moves
Asset & Wealth Mgmt. Firm Adds Sr. Advisor To Foundation Practice

The firm recently added a senior investment advisor to support its foundation, endowment and institutional nonprofit clients.

11.17.22
Industry News
Gallagher & Co. Acquires Wealth Mgmt. & Asset Mgmt. Platform

The firm has acquired a wealth management and asset management platform with over $1 billion in assets under advisement.

11.17.22
People Moves
New England College Adds Investment Associates

The college recently added a pair of investment associates from an investment bank to focus on private equity and real assets.

11.17.22
Multi-Asset/Investment Advisor
New England Community College Foundation Seeks Investment Manager

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.

11.17.22
People Moves
Mid-Atlantic Foundation Seeking CIO

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.

11.17.22
Consultant/OCIO/Discretionary
Mid-Atlantic Foundation Seeking Consultant

The foundation is searching for a non-discretionary consultant for its endowment as its cio recently stepped down from the role.

11.17.22
Consultant/OCIO/Discretionary
New England Community College Hires Outsourced CIO

The community college hired an outsourced cio for a newly established endowment in the second quarter.

11.17.22