Announcements

People
Hamilton Capital Expands Institutional Biz
11.13.19

Phil Shaffer and Lee Caleshu have joined Hamilton Capital’s institutional business as managing directors of institutional services and portfolio management, respectively.

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Announcements
Vermont College Merges With College In Boston
11.07.19

A liberal-arts college in Vermont will merge with a small Boston college.

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People
First Republic Hires Two MDs, Wealth Managers
11.06.19

Ronald Weckbacher and Gregory Webster have joined First Republic Investment Management as managing directors and wealth managers.

MRI/Social Investments
Prairie State College Savings Plan Adds ESG Portfolios
11.06.19

A college savings plan in a prairie state has added new ESG investment options.

Industry News
Mid-Atlantic 529 To Seek Director Of Investments
11.06.19

A Mid-Atlantic 529 plan will begin its search for a director of investments “shortly.”

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People
1919 Investment Counsel Adds MD, PM
11.06.19

Thomas Vandeventer has joined 1919 Investment Counsel as managing director and portfolio manager, effective immediately.

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MRI/Social Investments
Southern University Looks Into Developing Proxy Voting Policy To Encourage Climate-Responsible Approaches
11.06.19

A Southern university will further develop its proxy voting policies to strengthen its corporate governance capabilities.

Discretionary - Outsourced-CIO
Financial Services Company Winding Down Outsourced CIO Business
11.05.19

A major financial services company will wind down its outsourced cio business in the next nine to 12 months.

People
Evercore Wealth Mgmt. Adds MD, PM
10.30.19

Steven Chung joined Evercore Wealth Management as a managing director and portfolio manager last week.

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Industry News
Ascensus To Acquire Goldleaf Partners
10.30.19

Ascensus has entered into an agreement to acquire third-party administrator Goldleaf Partners, the firm announced.

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