People Moves
Levine Leichtman Names Europe Head

He will be responsible for managing the European investment team as well as the origination of new investment opportunities, investment due diligence and portfolio management.

06.30.22
People Moves
Newton Promotes Mixed Assets Head

He assumes the new position on July 1.

06.30.22
People Moves
Investment Manager Names CEO; Acquires Wealth Mgr.

New CEO joined manager from security screening company Evolv Technology, where he served as cfo.

06.30.22
People Moves
Consultant Firm MD Dies

He first joined the consultant in 1999 as a senior research associate focused on domestic small-cap equity before leaving in 2003. 

06.30.22
Industry News
RIA To Join Focus Financial Partners

The transaction is expected to close in the third quarter, subject to customary closing conditions. 

06.30.22
Industry News
Firm To Acquire Atlantic Union RIA Biz.

The purchased entity will operate under the buyer’s brand after the close, which is scheduled to occur by the end of June.

06.30.22
ESG
Congressman Pressures Endowments To Divest From China

Letter was sent to colleges and universities including Harvard University, Yale University and Duke University, arguing that diversification in investment must not come at the expense of abetting human rights violations.

06.30.22
People Moves
Janus Henderson Snags Danske Bank EMD Team

The four-member team joins on Sept. 1.

06.29.22
People Moves
PIMCO Promotes Portfolio Implementation CIO

She will oversee analytics as well as the newly created teams of portfolio implementation and data structure and delivery.

06.29.22
People Moves
ILPA Names Acting CEO

She will assume day-to-day management until a permanent successor is appointed.

06.29.22