People Moves
Northeast Endowment Trust Adds Director

The trust has hired a director of investments after a director left last year to join a financial services firm.

02.07.24
People Moves
Investment Manager Adds Regional Sales Director

The firm has hired a regional sales director to meet with nonprofits, institutions, families and individuals to convey the firm’s investment approach and solutions.

02.07.24
People Moves
Southern Endowment To Search For CEO

The endowment will conduct a search for a new president and ceo as its current head has resigned from the position.

02.07.24
People Moves
Investment Consultant Adds Director Of Portfolio Management

The firm has added a director of portfolio management to help construct and manage discretionary portfolios.

02.07.24
Asset Study/Review
Southern System Revises Asset Allocations

The system approved target asset allocation changes to both its endowment and reserve pools at its Feb. 1 investment committee meeting.

02.07.24
Multi-Asset/Investment Advisor
Western Funds Issue Investment Management RFQ

The funds have issued an RFQ seeking fixed-income managers to invest monies on behalf of one, or both, of the funds.

02.07.24
Industry News
AndCo Sold To Mariner Wealth Advisors

The firm will operate under the Mariner Institutional name once the deal is finalized, which is expected in April.

02.01.24
People Moves
Southern Foundation Names Interim CIO, Hires CIO For Pvt. Mkts.

The foundation has named a former board member and career investor as interim cio to oversee its approximately $5 billion portfolio as its investment head left last year.

02.01.24
Emerging/Diverse Managers
New England Institution Seeking Firms For Emerging Manager Roundtable

The institution is seeking emerging stock managers as it looks to host a roundtable event in late March or April.

02.01.24
Private Equity
Southern Education System Considering PE Commitment

The system will consider making a growth private equity commitment at its Feb. 1 board meeting this month.

02.01.24