Announcements

Industry News
Investment Advisor & Mgr. Adds Senior Client Portfolio Manager

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.

10.28.26
Announcements
William Blair Opens Dallas Office W/ Addition Of Advisory Team

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.

10.28.26
People Moves
Southern Foundation Hires Finance V.P.

The foundation has hired a v.p. of finance to help oversee the strategic management of its financial resources and investment returns.

10.28.26
People Moves
Pacific Northwest Healthcare Group Adds CFO

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.

10.28.26
People Moves
Northeast Foundation Seeks MD For Investment Fund

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.

10.28.26
People Moves
Investment Consultant Adding Investment Analyst

The firm has hired an investment analyst to begin in its mid-Atlantic office in January and assist with providing portfolio management, capital markets research and advisory services to clients.

10.28.26
People Moves
Commonfund Institute Names Next Executive Director From NACUBO

The institute has named NACUBO V.P. for Policy and Research Liz LaPolt Clark as its next executive director to oversee its research, thought leadership and educational initiatives.

10.21.26
People Moves
Global Real Estate Mgr. Adds Consultant Relations Senior V.P.

The recently appointed senior v.p. will focus on relationship management and business development efforts with investment consultants and outsourced cios.

10.21.26
People Moves
Investment Management Company Seeks MD For External Partnerships

The company is searching for a managing director, head of external partnerships to lead its externally managed investment strategies spanning global equity and absolute return strategies.

10.21.26
People Moves
Southern University System Appoints Executive Leaders As Part Of Restructuring

The system recently appointed three new executive leaders as part of an organizational restructuring designed to support the continued growth of the organization.

10.21.26