Announcements
The university elected 15 board members at its quarterly meeting last week.
A Southern investment consulting firm has sold a minority stake of its business to a private equity firm.
A wealth management firm has launched its own advisory platform serving 529 plans.
Mercer has appointed David Fanger and Monika Freyman as its new heads of responsible investment for the U.S. and Canada.
BNY Mellon Wealth Management has named Steve Kutz as a regional president in Los Angeles.
Fort Washington Investment Advisors has named Nick Riordan as v.p. and business development officer, the firm announced.
Steward Partners Global Advisory has opened a new office in Norfolk, Va. and added five new advisors for the office, the firm announced.
A Midwestern foundation has extended the deadline in its search for a firm to manage a new donor-advised fund.
Kathryn Murtagh, chief compliance officer and managing director for sustainable investing at Harvard Management Company (HMC), joined Rensselaer Polytechnic Institute’s board of trustees on March 13, according to an announcement.
A Western university is seeking investment opportunities as it sits on a significant pile of cash across its portfolios.
