Industry News
Machine Investment Group Closes Debut Fund

The fund targets equity and debt opportunities.

05.05.22
Administrator/Record Keeper
New England City Begins TPA Search

City is searching for a third-party administrator for its 403(b), 403(b)(7) and 457 deferred compensation plans.

05.05.22
People Moves
AndCo Hires Associate, Senior Analyst

They will focus on client service support, due diligence and research and capital markets and asset allocation.

05.05.22
People Moves
Grafine Partners Taps Biz. Development MD

She is responsible for global business development.

05.05.22
Announcements
Asset Manager Makes Three ESG Appointments

The trio began working at the Paris-based firm in March.

05.05.22
People Moves
Company Hires ESG Head

New hire will help refine ESG priorities, goals, metrics and criteria and work with investment teams to identify how ESG considerations may be further incorporated into investment processes.

05.05.22
People Moves
Southern Manager Adds Partner & Operations V.P.

Partner and v.p. of operations will create, implement and oversee strategies for operational processes, internal infrastructures and other logistical policies for the farm and farm-related real estate manager.

05.05.22
Announcements
Firm Acquires Duncan Financial, Goldstein Group

The new office in Carlsbad, California will serve clients across the Southern region of that state.

05.05.22
People Moves
Wealth Advisor Hires Senior Portfolio Consultant

Hire was most recently a v.p. and senior portfolio consultant at Fieldpoint Private.

05.04.22
People Moves
Northeast Community Foundation Names Next CEO

Internal promotion succeeds current president and ceo, who is retiring at year end after more than 17 years in the role.

05.04.22