An investment advisor has hired a cio and managing director of wealth management to oversee asset management and alternative investment strategies for both wealth management and retirement plans.
An alternative investment manager has agreed to make a minority investment in a Western investment advisor, which will provide the firm with growth capital to support key priorities and continue its strategy for national expansion through new office openings and acquisitions.
A Dallas-based investment manager has hired a director of business development to lead its marketing and investor relations for existing and prospective investors.
A university in the Northeast has promoted its associate treasurer to the treasurer role to oversee cash and debt management, investment and endowment accounting and student financial services.