People Moves
Lower Middle Market Firm Adds Senior Advisor

The firm has added a former partner of a prominent investment manager’s global private client business as a senior advisor to assist with relationships, resources and industry knowledge.

09.11.24
People Moves
West Coast Foundations Hire Next CIO

The new cio will oversee a more than $2 billion portfolio, which is poised for “growth through strategic investments.”

09.05.24
People Moves
Northeast University Adds Board Members

The university has elected seven members to its board of trustees, including two investment professionals, effective July 1.

09.05.24
Industry News
Investment Consultant Acquiring European Alternatives Firm

The consultant is acquiring an alternatives investment firm that provides solutions including insurance-linked securities, private credit, hedge funds and impact investing.

09.05.24
Industry News
RIA Selects Consultant As Strategic Investment Research Advisor

The registered investment advisor has selected an investment consultant as a strategic investment research advisor to strengthen its research efforts within asset allocation modeling, manager due diligence/selection and portfolio implementation.

09.05.24
Multi-Asset/Investment Advisor
West Coast Cemetery Searching For Investment Advisor

The fund has issued an RFP seeking an investment advisor to handle its portfolio due to the upcoming contract expiration of its incumbent provider.

09.04.24
Asset Study/Review
Western College Savings Plan Places Four Strategies On Watch

The college savings plan placed four strategies on watch for performance issues, while removing one from watch status at its July board meeting.

09.04.24
People Moves
New Investment Mgr. Adds Capital Formation, Investor Relations Head

The firm has hired a head of capital formation and investor relations to accelerate the execution of its strategy to deploy creative financing solutions to the lower middle market.

08.22.24
People Moves
Global Wealth Manager Hires Senior Relationship Mgr.

The firm has added a senior relationship manager within its New York office to leverage its offerings to address client needs.

08.22.24
ESG
Canadian University Considering Divestment Petition

The university has formed an ad hoc committee to review a petition to divest its endowment from companies financially benefiting from the Israel-Hamas war.

08.22.24