Announcements
The firm has agreed to acquire an outsourced cio with more than 130 clients representing approximately $45 billion in assets.
The college hired a new v.p. for finance and administration in the second quarter to oversee its finances, management of its endowment and risk management, among other areas.
The firm hired a director of charitable giving solutions within its nonprofit practice to oversee its national strategy and implement donor advised fund and private foundation administration solutions.
The university has added five new members to its board of trustees, including one private equity investor, to oversee and align its strategic direction, educational policy, finances and operations with its mission.
The university voted against a student-led proposal to divest its endowment from companies involved in the Israeli occupation of Palestinian territory.
The foundation has hired a director of impact investing to oversee its program-related and mission-related investment portfolio totaling more than $120 million.
The firm has promoted a senior advisor to the fill-time role of president, while also appointing the founder of a financial and strategic advisory firm as a senior advisor.
The global investment manager and wealth management firm has acquired a Florida-based registered investment advisory firm as it looks to advance its footprint in Florida and the Southeast region.
The school hired a new cfo to oversee its financial and business matters, including its endowment, in the third quarter as its finance head left for a role at a nearby institution.
A trust fund based will start a search for a new cio to manage its trust fund later this year as its cio prepares to retire next year.