Industry News
Firm Adds Senior Wealth Advisor

Hire will advise endowments and foundations throughout the Greater Washington and Baltimore regions.

02.17.21
People Moves
Mid-Atlantic Institute CIO To Retire

The cio of a mid-Atlantic institute will retire from the organization.

02.12.21
Industry News
New England College CIO Departing

The cio of a college in New England is departing later this year.

02.11.21
Administrator - Bundled
Western 529 Hires New Program Manager For Advisor Sold Plan

A 529 plan in the West has hired a new program manager for its advisor-sold plan.

02.04.21
Industry News
Firm Promotes Managing Director

Person heads the firm’s Hong Kong office and leads investment analysis and due diligence.

02.04.21
Industry News
Former Southern University CIO Helps Launch Outsourced CIO

The former cio of a university in the South launched an outsourced cio firm focused on endowments, foundations and other mission-oriented nonprofits on Jan. 1.

02.04.21
ESG
Northeastern University Updates Investment Policy On Fossil Fuel Investments

A university in the Northeast will not directly invest in publicly traded oil and gas companies “for the foreseeable future” as part of adjustments to its investment policy approved last month.

02.04.21
Industry News
Connecticut CIO Joins Massachusetts Health System As Finance V.P.

The former cio of the State of Connecticut Retirement Plans & Trust Funds rejoined a Massachusetts health system as v.p. of finance last month.

02.04.21
Credit/Private Debt
Midwest Foundation Adds Private Debt Allocation

A foundation based in the Midwest added a private debt allocation and reclassified two investments under the asset class last year.

02.04.21
Asset Study/Review
Southern Fund Reviewing Strategic Asset Allocation, Changes Expected This Summer

A fund based in the South is reviewing its strategic asset allocation and will look to make changes this summer.

02.04.21