Announcements
The firm has hired a head of international quantitative strategies to lead its international quantitative investment portfolio, including oversight of research and strategy and management of the firm’s quantitative teams spread across the globe.
The firm has added a managing director to oversee its pre-seed investment strategy and portfolio that focuses on sourcing, investing and scaling high-growth, early-stage tech startups.
The wealth planning and advisory firm has added a head of wealth planning and managing director to leads the firm’s strategic direction and oversight and enhancement of client financial planning services.
The foundation has named its next president, effective January 2024, after its current head announced in the first quarter of 2023 that they would retire following 18 years in the role.
The global investment manager has hired a leader for its U.S. wealth management team.
The global asset manager raised nearly $3 billion from institutional investors for its second private equity fund focused on impact investments.
The foundation will initiate a search for its next president and ceo at the start of 2024 as its current head will depart after more than three decades at the organization.
The foundation’s cfo died unexpectedly at the end of the third quarter after seven years in the role.
The firm has launched an equity research group to further build and develop its efforts in the global sustainable energy, technology and infrastructure markets and hired a lead analyst to head the group.
The firm has acquired a North Carolina-based investment advisor and financial planning firm with more than $1.3 billion in assets.