Announcements

People Moves
Mercer Promotes West Market CEO

New West market ceo joined firm in 2007 and most recently led its wealth business in the West.

02.17.22
People Moves
Wealth Management Firm Adds Four Advisors To Western Region Team

The hires include senior wealth and investment advisors and senior private banker and managing director.

02.17.22
People Moves
Global Investment Manager Taps Responsible Investment Associate

Associate will support integration of ESG into firm’s investment process.

02.17.22
People Moves
Brown Advisory Adds PM To OCIO Team

Hire will manage investment portfolios for outsourced cio clients in newly established team.

02.17.22
People Moves
Rockefeller Capital Mgmt. Hires Morgan Stanley Emerging Markets Head

Hire will also form an investment company, Breakout Capital, according to the announcement, which notes that Rockefeller Capital Management will be a partner in the firm.

02.16.22
Multi-Asset/Investment Advisor
Western 529 Enhances Plan With New Partnership

A Western 529 plan has made several enhancements to one of its college savings plan, including new investment portfolios, enrollment year portfolios, ESG portfolio options as well as a multi-manager approach.

02.16.22
People Moves
Manager Hires Member Strategy Group Director

New hire focuses on outreach to current and prospective client relationships with nonprofits.

02.10.22
Announcements
Madison Investments Taps Inst’l Business Director

Hire will help the firm deliver investment strategies to institutional investors nationally.

02.10.22
ESG
Company Joins Climate Change Initiative As Part Of ESG Commitment

The initiative helps reduce carbon emissions from private equity-backed companies, through its members’ active engagement with portfolio companies.

02.10.22
Announcements
Firm Adds Two Wealth Mgrs. To Seattle Office

Manager hired senior staff for its Seattle office.

02.10.22