Announcements

People Moves
Getty Trust Hires Next CIO From Nearby Foundation

The trust has hired its next cio to oversee and manage its approximately $8.6 billion endowment as its investment head is set to retire in June after more than 21 years of service.

02.22.24
People Moves
Global Asset Manager Makes PM Changes To Municipal Bond Funds

The firm has appointed new portfolio managers for three of its closed-end municipal bond funds.

02.22.24
Industry News
Pathstone To Acquire High-Net-Worth Investment Advisor

The firm has agreed to acquire an investment advisor focused on ultra-high-net-worth families with offices in California, Colorado and Texas to strengthen its position within the high-net-worth advisory space.

02.22.24
Industry News
Global Manager Launches Decarbonization Bond Fund, Adds Multi-Strategy Business Team Members

The firm has launched a new short-duration bond fund focused on decarbonization with a seed commitment from an investment consulting firm, while also making several new appointments within its core multi-strategy business.

02.22.24
People Moves
Lower Middle Market PE Firm Promotes Team Members

The firm has promoted five team members, including two to managing director, as they have contributed to accelerating the firm’s momentum in the space.

02.22.24
People Moves
Mercer Names Leaders For Southern, Mid-Atlantic Offices

The firm has named two new leaders for its Dallas and Virginia offices to strengthen its brand in the region and support client and colleague success.

02.15.24
People Moves
Northeast University Elects Next Chancellor

The university has elected its next chancellor to head its board of fellows and board of trustees and serve as a fiduciary of the university.

02.14.24
People Moves
Midwest Foundation Adds Nonprofit Leaders To Board

The foundation has added three nonprofit leaders to its board of directors with one expected to join its finance and investment committee, which oversees the organization’s endowment.

02.14.24
MRI/Social Investments
Mid-Atlantic Foundation Invests In Fund Supporting Organizations Led By People Of Color

The foundation made an investment in an initiative that aims to increase capital access for Black/African-American, Latinx, Native American and other people of color-led businesses, nonprofit organizations, financial intermediaries and venture funds.

02.14.24
People Moves
Mid-Atlantic University Finance Head Leaving For New Role

The cfo will be leaving the mid-Atlantic-based university in March to join another mid-Atlantic-based institution as its next cfo.

02.14.24