Announcements

People
Global Asset Manager Hires CFO, Names New Partners

A global private market asset manager has named a new CFO.

02.02.23
People
Midwest Foundation Names Impact Investment V.P.

The foundation has named its cfo as executive v.p. for impact investing to help launch an innovative social impact investment portfolio.

02.02.23
People
Private Credit Mgr. Names Responsible Investment Strategy Head

The firm named its managing director for originations as head of responsible investment strategy last month to oversee ESG integration throughout its investment process and define its responsible investment strategy and initiatives.

02.02.23
People
Western Organization Promotes Investment Staffer As First Deputy CIO

The philanthropic organization has promoted a managing director of real assets as its first deputy cio to deepen their engagement in long-term strategic decisions.

02.02.23
People
Financial Services Organization Adds Ivy League Administrator To Board

The financial services organization recently elected an Ivy League administrator to its board of trustees to serve on the risk and compliance, nominating and governance and human resources committee.

02.02.23
People
Midwest Consulting Firm Promotes CIO To President

The firm promoted its cio to president and cio at the beginning of the year after more than eight years as investment head.

02.01.23
REIT
West Coast University Increases Existing REIT Investment

The university will invest an additional $500 million in the REIT on March 1 and the investment will have the same structure, terms and fees as the initial investment.

01.26.23
People
Investment Advisor Names Client Relations Lead

The firm has hired a head of client service to oversee the ongoing design and execution of the overall client service experience.

01.26.23
People
Wealth & Advisory Firm Adds Wealth Mgmt. Team From Merrill Lynch

The firm added a 12-person team in the Boston area from Merrill Lynch to provide portfolio management, retirement planning, investment consulting and other wealth management services.

01.26.23
Consultant/OCIO/Discretionary
Lutheran Foundation Moves To Outsourced CIO Model

The foundation affiliated with the Lutheran church moved to an outsourced cio model from a traditional investment consultant model following a search from last year.

01.26.23