Announcements
The university has named eight members to its board of trustees, including three investment professionals, effective July 1.
The firm hired a v.p. and client development officer to develop new client relationships and strategic partnerships to support its suite of wealth management services.
The investment consultant absorbed a nine-member, Philadelphia-based wealth management team as it looks to expand its presence in the area.
The firm closed on $850 million in new capital in 2025, increasing its assets under management to more than $2.6 billion, and is actively deploying funds.
The university is seeking a senior investment analyst to support its real estate team in the management of its portfolio, which is expected to grow significantly in the coming years.
The higher education-affiliated foundation recently appointed its next president and ceo to guide its effort to advance the university’s mission through philanthropy, alumni engagement and investment management.
The firm added a senior investment analyst to conduct company-level research as well as help construct and curate portfolios within its dividend focus strategy.
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.
The foundation has tabbed a grantmaking senior program officer to spearhead program-related investments within its impact investment portfolio.
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.
