Multi-Asset/Investment Advisor
West Coast Community Foundation Seeks Investment Manager

The foundation is conducting the search for standard due diligence purposes as it seeks a manager to oversee its portfolio, develop an asset allocation mix and update and implement its investment policy.

08.09.23
People Moves
West Coast Wealth Mgr. Acquires Regional Investment Advisor

The firm has acquired a registered investment advisor that brings more than $180 million in assets under management and a focus on Washington state.

08.09.23
Alternatives
Western State Trust Fund Approves Adding Private Markets Managers

The fund added a private credit manager as part of the buildout of the asset class over the last 18 months as well as a private equity secondaries fund focused on distressed assets.

08.08.23
People Moves
Midwest Women’s College Names Interim V.P. For Finance

The institution has named an interim v.p. for finance and administration to oversee its investment program after its previous finance head left after over one year in the role.

08.08.23
People Moves
Religious Retirement Plan Hires CEO

The retirement plan has named a new ceo to oversee its investment pool following the retirement of its previous head.

08.03.23
Industry News
Mercer Advisors Adds RIAs Private Asset Management, Steward Wealth Management

The Denver-based wealth management firm has acquired another advisory firm based in San Diego and a wealth manager based in Texas.

08.03.23
Asset Study/Review
Philadelphia University Boosts Private Equity, Real Asset Targets Following A/A Review

The university has increased its targets to private equity and real assets at the expense of global equity and marketable alternatives to improve its portfolio’s return and risk profile.

08.03.23
Industry News
New England Investment Advisor Acquires Maine-Based Advisory Firm

The firm has acquired a Maine-based investment advisor, which works with individuals, family offices and institutional investors, as part of its continued expansion in the state.

08.03.23
Multi-Asset/Investment Advisor
Midwest State Treasurer Seeks 529 Program Manager

The office is searching for a program manager due to the impending contract expiration of its incumbent provider, which is allowed to rebid.

08.01.23
Alternatives
Midwest University Approves Alternatives Commitments

The university approved five new commitments totaling $81 million to private equity, venture capital, private credit and hedge fund strategies within its endowment.

08.01.23