Announcements
The firm successfully completed its acquisition of the management agreements related to the manager’s Canadian fund business, which totaled approximately $19 billion in assets.
The firm has hired an executive managing director and head of family office services to lead the delivery of its wealth management, fiduciary, tax, estate and administrative services to clients.
The governor vetoed legislation that would have mandated the state’s public universities invest a portion of their endowments into innovation funds, finding it did not adequately recognize the independent fiduciary responsibilities of the institutions.
A wealth and investment advisory firm has agreed to acquire a Philadelphia-based RIA to expand its presence in the region.
A religiously affiliated foundation based in the Midwest has promoted an associate to a director-level position leading investment management.
The organization changed its name to the Andrew Carnegie Foundation to honor its founder on the 115th anniversary of its formation.
The university approved the appointment of a managing partner at a health care and technology-focused venture capital firm as a new member to its board of trustees earlier this year.
The university recently added four new members to its board of trustees, including two investment-related professionals, while also reelecting five board members, four of which are in the investment field.
The university hired a cfo in the first quarter to oversee its financial operations, including financial management, resource allocation and planning.
The Midwestern advisor hired a managing director, business development to extend awareness regarding the firm’s strategies and services to asset allocators.
