Announcements
They joined 68 other principals serving the needs of the Boston-based firm’s clients.
A discretionary advisor has appointed new co-cios to succeed its current investment head, who will be leaving to pursue an entrepreneurial endeavor.
Hire will oversee sustainable investing and global engagement policies, research and product development agendas.
A private university based in the Midwest will search for a new investment head as its cio is set to retire in the third quarter.
Nuveen has successfully completed the initial public offering of its core plus impact fund, the firm announced.
A company has added five managing directors to its ESG team.
One hire will be responsible for managing relationships with ultra-high-net-worth clients, family offices and regional endowments and foundations, while another will provide investment management services for local families and foundations.
Firm will partner with diverse asset managers, federally chartered community development financial institutions and other mission-driven organizations.
Hires will provide portfolio management, retirement planning, investment consulting and other wealth management services to individuals, families, nonprofits and private family foundations.