Announcements

People Moves
Investment Consultant Adds New Role To Lead Outsourced CIO Practice

The firm hired an industry veteran to serve as senior v.p. to lead its outsourced cio practice, implement best practices and expand business development.

05.16.23
People Moves
Midwest Healthcare System Names New CFO

The health system hired a new cfo in the first quarter to lead all financial operations and corporate finance strategies.

05.11.23
People Moves
Midwest University Adds New Finance Head

The university hired a new v.p. for finance and administration and treasurer in the first quarter following a search after its previous finance head left in late 2021.

05.11.23
People Moves
Investment Firm Hires Strategic Partnerships MD

The Northeast-based firm has named a managing director of strategic partnerships to work on deepening its relationship with turnkey asset management platforms and broker-dealer/registered investment advisor platform distribution teams.

05.04.23
Industry News
JPMorgan Assumes Most Assets, Investment Mgmt. Biz From First Republic

The global banking conglomerate has acquired most assets of San Francisco-based First Republic Bank following its collapse.

05.04.23
People Moves
Private Markets Manager Announces Promotions

The firm announced several promotions spanning its teams, including managing directors on its fund investments, real assets and client solutions groups.

05.04.23
People Moves
Western Foundation Adds Investments Principal From Nearby Nonprofit

The principal of investments joined in March after seven years at a nearby nonprofit, where they helped grow the institution’s assets to more than $1 billion from $250 million.

05.04.23
People Moves
Midwest University Names New Board Chair

The university has named a former Alibaba and Target executive as chair of its board of trustees.

05.04.23
Industry News
Investment Advisor to Acquire HNW Investment Consulting, Advisory Firm

The firm has agreed to acquire an investment consulting and advisory firm that works primarily with ultra-high-net-worth individuals and families with a focus on the technology space.

05.04.23
Industry News
Global Asset Manager Expands CLO Business To Europe

The global asset manager has agreed to acquire a CLO team and platform based in Europe.

05.03.23