Announcements
Phil Shaffer and Lee Caleshu have joined Hamilton Capital’s institutional business as managing directors of institutional services and portfolio management, respectively.
A liberal-arts college in Vermont will merge with a small Boston college.
Ronald Weckbacher and Gregory Webster have joined First Republic Investment Management as managing directors and wealth managers.
A college savings plan in a prairie state has added new ESG investment options.
A Mid-Atlantic 529 plan will begin its search for a director of investments “shortly.”
Thomas Vandeventer has joined 1919 Investment Counsel as managing director and portfolio manager, effective immediately.
A Southern university will further develop its proxy voting policies to strengthen its corporate governance capabilities.
A major financial services company will wind down its outsourced cio business in the next nine to 12 months.
Steven Chung joined Evercore Wealth Management as a managing director and portfolio manager last week.
Ascensus has entered into an agreement to acquire third-party administrator Goldleaf Partners, the firm announced.