An investment consultant is adding approximately $2 billion in client assets through the acquisition of two registered investment advisors and wealth management firms.
A senior v.p. responsible for leading the consultant’s Denver office will retire in the first quarter as a fellow senior v.p. at the branch left the organization.
The new cfo to lead development and implementation of the college’s financial strategy, including operations and general oversight of its investment portfolio.
Nonprofits were busy hiring investment consultants and outsourced cios to oversee their portfolios this year including seven that swapped out their incumbent for new relationships and five that handed over their investment management responsibilities to discretionary providers from either an internal team or a general consultant.