Announcements

People Moves
Investment Consultant Makes Investment Leadership Changes

The investment consultant has appointed two cios and two global heads to accelerate client impact, help navigate uncertainty and build long-term growth amid a shifting landscape.

04.09.26
People Moves
Northeast Foundation Names Venture Platform Founder To Board

The foundation named the founder and managing partner of the venture platform to its board of trustees to help oversee its endowment and help set broad policies related to grantmaking, geographic focus and governance.

04.09.26
Equity
Investment Manager Closes Latest Oversubscribed Growth Equity Fund

The firm recently closed its sixth dedicated private technology growth equity fund with more than $1 billion in capital commitments.

04.09.26
People Moves
Outsourced CIO Promotes Six As Managing Directors

The firm has promoted six senior investors to the role of managing director, effective April 1.

04.09.26
People Moves
Retirement Solutions Provider Appoints President Of Retirement

The firm hired a president of retirement to oversee the business segment as well as advance its long-term strategy.

04.08.26
Industry News
Investment Advisor Acquires Investment, Wealth Management Firms

The firm has acquired investment and wealth management firms in recent months, adding roughly $6.2 billion in client assets.

03.26.26
Consultant/OCIO/Discretionary
Midwest Religious Organization Selects New Consultant

The organization selected a new general investment consultant for its portfolio following a search process initiated due to the impending contract expiration of the incumbent.

03.25.26
People Moves
New England University Names Next CFO

The institution has hired a new cfo to oversee its finance and budget offices from another prominent institution in New England.

03.25.26
Announcements
Wealth Management Firm Adds Sales, Advisor Relationships Heads

The firm has added a global head of sales and head of advisor relationships and strategic partnerships to expand its wealth management segment.

03.18.26
People Moves
Midwest College Wraps Up V.P. Search, Names Next Finance Head

The college has hired a new v.p. for finance to oversee its financial planning, budgeting, accounting and reporting as well as manage cash flow and investments following national search from late 2025.

03.11.26