Announcements

Multi-Asset/Investment Advisor
Canadian Institute Issues Investment Advisor RFP

The institute has issued an RFP seeking an investment advisor to manage fund managers, recommend allocation changes and provide objective, external reporting on performance after canceling a search in 2021.

11.21.23
People Moves
Mid-Atlantic University Adds Board Members

The university elected six new members to serve on its board of trustees this summer and they are tasked with overseeing strategic goals and providing fiduciary oversight.

11.16.23
People Moves
Northern Trust Hires Quantitative Strategies Head

The firm has hired a head of international quantitative strategies to lead its international quantitative investment portfolio, including oversight of research and strategy and management of the firm’s quantitative teams spread across the globe.

11.16.23
People Moves
Venture Capital Manager Adds Managing Director

The firm has added a managing director to oversee its pre-seed investment strategy and portfolio that focuses on sourcing, investing and scaling high-growth, early-stage tech startups.

11.15.23
People Moves
Mid-Atlantic Advisor Adds Wealth Planning Head, MD

The wealth planning and advisory firm has added a head of wealth planning and managing director to leads the firm’s strategic direction and oversight and enhancement of client financial planning services.

11.15.23
People Moves
Southern Foundation Names Seventh President

The foundation has named its next president, effective January 2024, after its current head announced in the first quarter of 2023 that they would retire following 18 years in the role.

11.15.23
People Moves
Investment Manager Hires Wealth Solutions Head

The global investment manager has hired a leader for its U.S. wealth management team.

11.15.23
MRI/Social Investments
KKR Closes Second Global Impact Fund

The global asset manager raised nearly $3 billion from institutional investors for its second private equity fund focused on impact investments.

11.08.23
People Moves
Midwest Foundation To Search For Next CEO

The foundation will initiate a search for its next president and ceo at the start of 2024 as its current head will depart after more than three decades at the organization.

11.08.23
People Moves
Southern Foundation CFO Dies

The foundation’s cfo died unexpectedly at the end of the third quarter after seven years in the role.

11.08.23