Announcements
The association has named its next president and ceo to lead, direct and manage the organization following a search from last year as its previous head died after battling cancer.
The firm acquired an advisory team that oversees more than $5.8 billion in client assets.
The National Association of College and University Business Officers has reentered a partnership with Commonfund for help in the development and publication of its annual study of college and university endowments.
The firm has entered into an agreement to take an equity stake in a boutique impact investment manager and will provide operational support, marketing and distribution to investment consultants, institutional asset owners and wealth platforms.
The firm recently hired a head of investments and senior director of client consulting as part of the next phase of growth following a management buyout.
The investment advisory firm, which serves foundation and endowment clients, has agreed to acquire a New England-based advisor with $1.5 billion in assets.
The firm hired a head of institutional equities within its equity capital markets group to oversee research, sales and trading, corporate access and corporate services.
The firm added a six-person team based in Los Angeles to provide portfolio management, retirement planning, investment consulting and other wealth management services to nonprofits and private family foundations, among other clients.
The firm hired a v.p. to provide consulting services to nonprofits and other investors.
The firm announced the expansion of its executive leadership team with the appointment of a chief data officer, who has held the role since 2019.
