Investment consulting and advisory firms that cater to endowments, foundations and health systems experienced further consolidation in 2024, as many merged or were acquired while others opened shop or shuttered.
The college savings plan launched a search in the third quarter due to the incumbent firm’s impending contract expiration.
The new cfo and v.p. of administration will lead, manage and oversee the foundation’s operational and administrative areas.
The firm’s oversubscribed inaugural fund will focus on making structured minority investments in well-positioned wealth management firms throughout the U.S.
The foundation is searching for a director of finance and investments to ensure the effective administration of its investment program.
The university added two investment staff members to help oversee and manage its portfolio in the third quarter.
The fund is searching for a senior investment analyst or investment analyst to help execute its long-term endowment-style investment strategy.
The fund approved an infrastructure commitment with a new investment manager earlier this month.
The college is searching for a firm to provide investment counsel and management services for its portfolio.
The foundation is conducting the RFP process to fulfill its fiduciary duty.