A wealth advisory team in the Houston area has joined a global financial advisory firm.
The organization launched a private market ESG fund that aligns with its environmentalist mission with an initial allocation of $19 million.
The college savings plan named a director of investments following the departure of its cio.
The college is pursuing an outsourced cio model as its cio is set to leave after almost a decade in the role.
The investment advisory firm has purchased a women-led wealth management firm based in the Midwest.
The healthcare system’s cio will leave at the end of the year to take over as ceo and cio at a mid-Atlantic trust company.
The firm has partnered with a financial technology company to launch a blockchain option within its private assets fund.
The firm hired a new advisor to work with clients in the New Orleans area.
The firm has hired a portfolio manager within its multi-asset team to build out its sustainability investment offerings.
The New York-based firm hired its first-ever director of sustainability to provide customized sustainability services to support the advancement of commercial real estate sustainability and decarbonization.