Announcements

Industry News
Western Plan Hires Investment Director

A Western plan has hired an investment director to help establish a second investment office in San Francisco.

10.15.20
Industry News
Firm Hires MD For Midwest Team

Company has hired a managing director of investor and consultant relations to grow its relationships and join its Midwest team.

10.15.20
Industry News
Firm Names Regional President

Wealth management firm has named a regional president based in the West Coast.

10.15.20
Announcements
Endowments’ Countercyclical Approach Boosts Endowment Returns: Report

Endowments typically invest countercyclically by decreasing active risky allocations during the run-up to a crisis, such as the Global Financial Crisis, and then increasing these allocations as risky asset prices fall following the start of a crisis, new research shows.

10.08.20
People Moves
Midwest University Treasurer Departs For Northeastern Institution

The treasurer of a university in the Midwest left the institution last week and will soon join a university in the Northeast as its next treasurer following a search from earlier this year.

10.08.20
People Moves
Museum Senior Officer Joins Brown Brothers Harriman As Deputy CIO

Brown Brothers Harriman & Co. has hired a deputy cio within its private banking business from a Northeastern museum, the firm announced.

10.08.20
Industry News
Consultant Firm Hires Top Finance Staffer

An investment consulting firm has hired a new cfo as its current finance head retires.

10.08.20
Industry News
Southern County Board Establishes Endowment

County board of commissioners financed endowment with sale of medical center.

10.08.20
Industry News
State Treasurer’s Office Assumes 529 Plan Oversight, Administration

A Southwestern state treasurer’s office has assumed oversight and administration responsibilities of the state’s 529 plan following passage of a senate bill.

10.08.20
Announcements
Private, Community Foundations Produce Best Returns Since 2009: Study

Private and community foundations posted their best returns of the decade in 2019, a year in which “just about everything worked,” according to a new study.

10.01.20