Announcements

People Moves
Financial Services Firm Hires Head Of Investor Relations

The firm has hired a head of investor relations to lead its strategy with a focus on strengthening how it communicates its long-term growth strategy and financial performance to the investment community.

06.25.26
People Moves
Midwest Foundation Promotes Sr. Program Officer To Lead PRI Portfolio

The foundation has tabbed a grantmaking senior program officer to spearhead program-related investments within its impact investment portfolio.

06.25.26
People Moves
Northeast University Names Next Finance Head As CFO Set To Retire

The university has appointed the senior v.p. for business and finance at a southern university as its next finance head as its current cfo and treasurer is retiring after more than 30 years of service.

06.25.26
People Moves
Mid-Atlantic Endowment Names Next President

The endowment has hired its next president as its current head is leaving to serve as director of a multidisciplinary leadership development program.

06.25.26
People Moves
West Coast Foundation Investment Head Departing, Launching Firm

The foundation’s managing director of investments is stepping down at the end of the month after more than five years of service, in order to launch an investment advisory firm.

06.17.26
People Moves
Global Manager Names New CFO

The global manager appointed a new executive v.p. and cfo to lead its financial operations, financial strategy and investor relations after its previous finance head left last year for another opportunity.

06.17.26
People Moves
Financial Services Firm Names CIO For Wealth, Asset Mgmt. Group

The firm has hired a new cio to lead its wealth management asset management group.

06.17.26
People Moves
Investment Advisor Hires Senior Investment Consultant

The firm recently hired a senior investment consultant to work with its growing institutional clients, including foundations, endowments, healthcare plans and retirement plans.

06.17.26
Industry News
Canadian Firm Completes Acquisition For Mgr.’s Canadian Fund Biz

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.

06.11.26
People Moves
Cresset Hires Head Of Family Office Services

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.

06.11.26