Announcements

People Moves
Northeast University Names New Board Chair, Vice Chairs

The university has elected two new vice chairs for its board of trustees and named its first woman board chair.

11.02.23
Industry News
Wealth Management Firm Acquires Atlanta Investment Advisory Group

The firm has acquired an investment advisory team based in Atlanta.

11.02.23
ESG
Investment Manager Releases Sustainable Investment Data

The European manager has released its proprietary sustainable investment scoring and data to the public.

11.02.23
People Moves
Lower Middle Market Firm Names Former Insurance Company CIO As Senior Advisor

The firm has added the former global cio of an insurance company as a senior advisor to assist its team with relationships, resources and industry knowledge.

11.02.23
People Moves
Morgan Stanley Announces Next CEO

The firm will promote one of its co-presidents to ceo at the beginning of 2024 as its current ceo will become executive chair.

11.02.23
People Moves
Wealth & Asset Manager Adds Senior V.P., Regional Director

The firm has added a senior v.p. and regional director in Washington D.C., to support its efforts to grow its foundation, endowment and nonprofit clients in the region.

11.01.23
Industry News
Wealth Manager & RIA To Acquire Institutional Advisor

The wealth manager and registered investment advisor has agreed to acquire an institutional advisor that works with foundations, endowments, corporations, hospitals and religious organizations.

10.25.23
People Moves
Firm Adds Director From Nearby Investment Consultant

The firm has hired a director to assist with asset allocation, investment policy development, investment manager search and selection and performance measurement for its foundation, endowment and family office clients.

10.25.23
Private Equity
KKR Closes Private Equity Tech Fund With $3 Billion In Commitments

The global asset manager has closed its third vehicle investing in high-growth technology companies across North America, Europe and Israel with $3 billion in committed capital from new and existing investors.

10.25.23
People Moves
Global Mgr. Expands Distribution Team

The firm has expanded its distribution team in the Americas with of two senior director appointments.

10.24.23