Consultant/OCIO/Discretionary
Investment Advisor Merging With Wealth Manager

An investment advisory firm serving several nonprofit clients has agreed to merge with a wealth management firm.

02.12.26
People Moves
Investment Manager Adds Senior Advisors

The specialized investment manager has added the former chief investment strategist at two of the top 15 global asset owners as a senior advisor to support investment and portfolio construction efforts.

02.12.26
People Moves
Midwest Nonprofit Hires New CFO

The nonprofit hired a new cfo to oversee its financial stewardship after its previous finance head left in August for a similar role with a larger plan in the Midwest.

02.11.26
Administrator - Bundled
Midwest State Releases 529 Manager RFP

The state treasurer’s office has launched the search due to the impending contract expiration of its incumbent provider.

02.11.26
People Moves
Midwest Agency Seeks Treasury Analyst

The investment agency is searching for a treasury analyst to help design and implement processes to manage liquidity, cash forecasting, banking relationships and short-term investments.

02.11.26
Multi-Asset/Investment Advisor
Midwest 529 Plan Searches For Program Manager

The college savings plan is seeking a program manager to provide investment management and account administration, among other responsibilities, due to the contract expiration of its incumbent provider.

02.06.26
Multi-Asset/Investment Advisor
Western University Launches Investment Advisor Search

The university is seeking an investment advisor for its operating funds investment portfolio.

02.06.26
People Moves
New England University Seeks Investment Analyst

The university is searching for an investment analyst to join its generalist team and provide analytical, research and investment process support.

02.04.26
MRI/Social Investments
College Savings Plan Eyes Consultant To Evaluate Values-Aligned Investment Options

The college savings program is seeking investment consultants to assist with evaluating faith-based or values-aligned investment options for its investment portfolio.

02.04.26
Consultant/OCIO/Discretionary
Mid-Atlantic Foundation Seeks Outsourced CIO

The foundation has launched a search for an outsourced cio to manage its portfolio for standard due diligence purposes.

02.04.26