People Moves
Financial Services Firm Hires MD For Equity Group

The firm hired a managing director for its equity capital markets team to focus on origination and execution in the financial institutions and financial technology industries.

11.17.22
ESG
Midwest College Divests From Indirect Fossil Fuel Investments

The college is divesting from indirect investments in companies that support fossil fuel development as part of its goal to achieve campus-wide carbon neutrality by 2025.

11.10.22
People Moves
Texas Wealth Management Team Joins Global Financial Advisory Firm

A wealth advisory team in the Houston area has joined a global financial advisory firm.

11.10.22
MRI/Social Investments
Midwest Nonprofit Launches Private Markets ESG Fund; Adds DEI Investment Policy

The organization launched a private market ESG fund that aligns with its environmentalist mission with an initial allocation of $19 million.

11.10.22
People Moves
Midwest 529 Plan Names Director Of Investments

The college savings plan named a director of investments following the departure of its cio.

11.10.22
Consultant/OCIO/Discretionary
Mid-Atlantic College Pursuing New Endowment Mgmt. Model

The college is pursuing an outsourced cio model as its cio is set to leave after almost a decade in the role.

11.09.22
People Moves
Investment Advisor Acquires Wealth Management Firm

The investment advisory firm has purchased a women-led wealth management firm based in the Midwest.

11.09.22
People Moves
Midwest Healthcare System CIO To Join Trust Company As CEO & CIO

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.

11.08.22
Alternatives
Private Markets Manager Offers Digital Assets Investment Option

The firm has partnered with a financial technology company to launch a blockchain option within its private assets fund.

11.03.22
People Moves
Southern Wealth Advisor Hires New Advisor For New Orleans Clients

The firm hired a new advisor to work with clients in the New Orleans area.

11.03.22