Announcements

People Moves
New England College CFO Retiring, Search For Successor Looms

The college will conduct a search for its next v.p. for administration and finance and cfo as its current finance head is slated to retire after the fall semester.

11.13.24
People Moves
Investment Firm Promotes Senior V.P. To Chief Distribution Officer

The global investment firm has promoted its senior v.p. and head of RIA sales to chief distribution officer as the previous distribution head left to join an investment professional membership association.

11.08.24
People Moves
Investment Firm Tabs Wealth Management Leader

The investment and wealth management firm has tabbed the head of U.S. markets for its wealth division to head the entire division.

11.06.24
People Moves
Midwest University Hires Next CFO

The university has named a new executive v.p. and cfo as its finance head is set to retire in the first quarter after 17 years in the role.

11.06.24
People Moves
Financial Services Company Hires Debt Advisory Director

The firm has hired a director of debt advisory to strengthen its capital advisory team and financial sponsors group, which serves middle-market clients in the consumer, diversified industrials, financial institutions and technology verticals.

11.06.24
Alternatives
Investment Mgr.’s Credit Arm Acquiring Venture Debt Firm

The credit arm of an investment manager is acquiring a venture debt manager in a deal expected to close in the fourth quarter.

11.06.24
People Moves
Boutique Asset Manager Promotes MD To President

The firm promoted its director of manager research to president, responsible for investment management, operations, business development and client service.

11.06.24
People Moves
Midwest Foundation Hires V.P. For Impact

The foundation has hired a v.p. for impact to oversee its impact investing, program portfolio and policy advocacy.

11.06.24
People Moves
Investment Research Firm Appoints Head Of ESG And Climate

The firm has hired a head to lead its ESG and climate product development and business strategy.

11.06.24
Industry News
Nonprofit Association Releases Second Version Of Investment Committee Book

The association has released the second edition of its book to provide guidance and resources for board members to effectively manage endowments and align investment strategies with institutional missions.

10.31.24