People Moves
Southern Health System Promotes Executive V.P. To CFO

The health system’s next cfo will begin in the role next month.

01.28.26
Multi-Asset/Investment Advisor
Northeast Trust Rehires Investment Advisor

The trust rehired its investment advisor at a board meeting this month after issuing an RFP in the third quarter due to the firm’s impending contract expiration.

01.28.26
MRI/Social Investments
Mid-Atlantic Treasury Selects Social Impact Fund Manager

The treasury has selected a fund manager to oversee the day-to-day operations and manage its social impact investment fund after issuing an RFP in the second quarter of 2024.

01.28.26
Consultant/OCIO/Discretionary
Southern Health Foundation Seeks Investment Consultant

The foundation has issued an RFP seeking an investment firm to advise on its long-term assets as part of a periodic review of its services and competitive options.

01.28.26
Consultant/OCIO/Discretionary
Midwest Institution Seeks Investment Consultant

The institution is searching for investment consulting services for its five accounts totaling approximately $250 million in investments as well as its foundation’s portfolio.

01.28.26
People Moves
Investment Advisor Adds Principals, PMs

The investment advisor hired principals and portfolio managers to deliver comprehensive investment counsel for foundations, endowments, individuals and families.

01.22.26
People Moves
Outsourced CIO Names Four MDs

The outsourced cio and private markets solutions provider has promoted four employees to managing directors.

01.21.26
People Moves
Southern University System Eyes Investment Director

The institution is searching for a director of investments to assist with its investment due diligence process and the development of investment strategies to maximize returns.

01.21.26
Consultant/OCIO/Discretionary
Southern Fund Seeks Investment Consultant

The fund is seeking an investment consultant to provide strategic investment guidance for its investment accounts totaling approximately $3 billion.

01.21.26
Consultant/OCIO/Discretionary
New England 529 Searching For Investment Consultant

The college savings plan is seeking an investment consultant to help fulfill its fiduciary responsibilities, providing objective analysis, performance evaluation, investment policy guidance and strategic recommendations.

01.21.26