Announcements
The wealth and asset management company acquired an approximately 20.5% stake in the financial advisory firm in exchange for a $622 million investment.
The foundation has begun a national search for its next president and the current head’s resignation will be effective upon the appointment of a successor.
The firm has hired a partner to support its sustainable growth equity team, which focuses on late-stage venture and growth equity investments in companies that have positive economic and climate outcomes.
The firm closed its sixth private equity fund, which will target technology, business services, medical and industrial sectors, above its target.
The firm hired a managing director and senior relationship manager to help clients address their strategic investment challenges and contribute their fiduciary expertise to the firm’s global growth plans and expansion of its institutional client base.
The firm hired a v.p. of sustainability global markets to oversee execution of sustainability and stewardship initiatives and serve as an advocate and spokesperson with clients, external organizations, policymakers, regulators and internal stakeholders.
The university’s v.p. and cfo is stepping down from the role later this spring to join a West Coast university as its next v.p. for finance and administration.
The university added a senior v.p. for investments and branch manager at a financial advisory firm to its board of trustees in the fourth quarter.
The firm has closed its latest fund, a venture capital strategy focused on rejuvenating the ecological health of the world’s oceans, above its initial target.
The firm promoted an investments and planning team member to partner on Jan. 1 and they will continue to serve as an investment advisor and portfolio manager.
