Announcements

Industry News
Investment Consultant Acquires Mid-Atlantic Wealth & Investment Mgmt. Firm

The firm recently added a mid-Atlantic-based wealth and investment management firm with more than $1 billion in assets to function as its fifth location in the state.

05.20.26
People Moves
Third Party Administrator Adds Two Leaders To Retirement Segment

The third-party administrator has hired a head of core retirement and a v.p. and national sales leader to help manage its retirement plan business.

05.20.26
People Moves
New England College Tabs New CIO

The college has appointed a director as its next senior v.p. and cio to oversee its endowment and lead its investment management office.

05.20.26
People Moves
Fiduciary Trust Company Appoints CIO

The firm has hired a cio to oversee its investment strategy and help further expand its investment capabilities as it continues scaling its wealth platform.

05.20.26
People Moves
Global Mgr. Hires MD To Help Lead European RE Biz

The firm hired a managing director to help lead its European Real Estate business after sourcing, underwriting, negotiating and structuring debt investments in Europe for a prominent manager.

05.13.26
Industry News
Outsourced CIO Opens Middle East Office

The firm announced the latest expansion in its 25-year history with the opening of its tenth office globally, this time in the Middle East.

05.13.26
People Moves
Quantitative Manager Hires Director Of Strategic Relations

The firm hired a director of strategic relations to represent its equity and multi-asset solutions with institutions on the West Coast.

05.13.26
Private Equity
Private Equity Firm Closes Oversubscribed Sixth Lower Middle Market Fund

The fund recently with more than $850 million in capital commitments from existing and new investors, exceeding its $800 million target.

05.06.26
People Moves
Jewish Foundation Names Treasury Director

The foundation has filled a newly created treasury director role to oversee cash flow and develop strategies for liquid investment portfolios following a search from late 2025.

05.06.26
People Moves
Western University Appoints Next CFO

The institution has appointed a deputy cfo, who will take over as enterprise cfo on July 1 as its current finance head will step down from the role after more than a year of service.

05.06.26