The wealth planning and advisory firm has added a head of wealth planning and managing director to leads the firm’s strategic direction and oversight and enhancement of client financial planning services.
The global investment manager has hired a leader for its U.S. wealth management team.
The agency is searching for a financial and investment advisor for its student loan program.
The university-affiliated foundation hired a new director of investments from a West Coast family office following a search from this summer.
The college savings plan has added two underlying high-yield fixed-income funds with existing managers within its portfolio.
The firm has revised its due diligence questions around sustainability and diversity, equity and inclusion.
The global asset manager raised nearly $3 billion from institutional investors for its second private equity fund focused on impact investments.
The foundation will initiate a search for its next president and ceo at the start of 2024 as its current head will depart after more than three decades at the organization.
The firm has acquired a North Carolina-based investment advisor and financial planning firm with more than $1.3 billion in assets.
The consultant believes adding diverse-owned firms is not the only way nonprofits can achieve their DEI-related investment goals, and their consultants should assist them to evaluate several different approaches.