Announcements

Announcements
University Appoints New Trustee

A university has appointed a new trustee member.

12.04.19
Industry News
Wealth Management Firm Hires CEO

A wealth management and fiduciary firm has hired a ceo.

12.04.19
Consultant/OCIO/Discretionary
Maturing Market Pressures Outsourced CIO Industry To Adopt New Practices For AUM Growth

Modest asset growth shows that many outsourced cio providers will need to focus on performance reporting.

12.04.19
MRI/Social Investments
Canadian University Transferring Endowment Funds To Sustainable Fund

A Canadian university voted to transfer approximately 20% of its endowment to a sustainable investment fund.

11.27.19
People Moves
Northern Trust Hires Two To Lead New Philadelphia Office

Michelle Hong and Melissa Novak have joined Northern Trust Wealth Management as senior v.p.s.

11.27.19
People Moves
South Carolina College Names CFO

A college in South Carolina has named a new finance staff member.

11.20.19
People Moves
Asset Strategy Consultants Hires CIO

Andrew Conner joined Asset Strategy Consultants as cio on Nov. 1.

11.20.19
People Moves
Hamilton Capital Expands Institutional Biz

Phil Shaffer and Lee Caleshu have joined Hamilton Capital’s institutional business as managing directors of institutional services and portfolio management, respectively.

11.13.19
Announcements
Vermont College Merges With College In Boston

A liberal-arts college in Vermont will merge with a small Boston college.

11.07.19
People Moves
First Republic Hires Two MDs, Wealth Managers

Ronald Weckbacher and Gregory Webster have joined First Republic Investment Management as managing directors and wealth managers.

11.06.19