Announcements
A group of nonprofits in the Chicago area have partnered up to commit a total of $114 million as part of an impact investment initiative promoting small businesses and affordable housing in underserved communities in the city.
The healthcare system selected an outsourced cio to oversee its endowment, operating and pension assets following an RFP process from June.
The firm hired its next ceo to oversee its strategic direction, business operations and organizational growth after its previous ceo retired after seven years of service.
The acquisition adds approximately $1.1 billion in assets on behalf of individuals, high-net-worth individuals, trusts, estates, charitable organizations and businesses.
The senior managing director will advise foundations, endowments and nonprofit institutions on investment strategy, asset allocation, portfolio construction and risk management.
The firm hired a senior client portfolio manager to support client relationships and help expand the reach of investment strategies across the U.S. wealth management space.
The firm is opening an office in Dallas with the addition of a four-person wealth advisory team led by managing directors and wealth advisors that previously worked at UBS Private Wealth Management.
The foundation has hired a v.p. of finance to help oversee the strategic management of its financial resources and investment returns.
The health care system has hired a new permanent executive v.p. and cfo to oversee its financial strategy and resource management across its Pacfiic Northwest operations.
The foundation is seeking a managing director to serve as its most senior fund team member and be responsible for developing and executing investment strategy as well as evolving the fund’s infrastructure.
