Announcements
A new outsourced cio firm has launched in the growing discretionary and non-discretionary advisor space to serve foundation and endowment, institutional retirement plan and wealthy family clients.
Real estate head will now also lead subsidiary.
The acquisition will expand the firm’s wealth management business.
A foundation based in the Midwest has filled its top leadership position following a search from this summer.
FIN News publication Emerging Manager Monthly has launched a new directory of diverse asset managers that can be accessed at www.diversemanager.com.
The senior director will manage portfolios and strategic planing.
New research finds gender equity data reporting for investors remains sparse despite a maturing gender lens investing universe in terms of asset size and sophistication.
One appointee is based in New York and the other is based in Los Angeles.
