Announcements

People Moves
Southern Medical School Names New CFO

The medical school has hired a new senior v.p. and cfo to manage its finances and investments following a search from earlier this year.

09.03.25
People Moves
Investment Manager Hires Consultant Relations MD

The firm hired a managing director to lead consultant relations efforts in the Western region of the U.S. as it looks to drive business growth.

09.03.25
People Moves
Global Manager Adds Institutional Head Focused On Northeast

The firm hired a head of institutional for the Northeast to oversee all aspects of its engagement with institutional asset owners and consultants in the region.

09.03.25
People Moves
Investment Advisor Appoints Senior MD To Wealth Mgmt. Team

The firm has hired a senior managing director to provide holistic wealth management services for clients, including financial planning, wealth transfer and family governance.

08.21.25
People Moves
Southern Foundation Adds Assistant Investment Director

The foundation hired an assistant investment director in the second quarter to focus on private market investments.

08.20.25
Announcements
Asset Manager Hires V.P. OF Business Development

The firm has hired a v.p. of institutional business development to lead sales and development as well as foster relationships with institutional investors, consultants and stakeholders.

08.13.25
Credit/Private Debt
Manager Selling Majority Stake In Private Credit Biz

The firm has signed a definitive agreement to sell a stake in its private credit business to another firm to create a stand-alone private credit asset management platform.

08.13.25
Consultant/OCIO/Discretionary
Investment Forum Seeks OCIOs For 2025 Survey

The independent institute is seeking outsourced cios to share their capabilities for its 2025 OCIO Survey and responding firms will be included in the institute’s outsourced cio provider directory.

08.13.25
People Moves
Investment Manager Appoints Asian Equities Head

The firm has hired a head of Asian equities to lead its equity team across 10 markets and oversee investment process execution across Asia.

08.13.25
Consultant/OCIO/Discretionary
Northeast Foundation Outsources Investment Management

The foundation recently adopted a new discretionary investment model and away from its traditional consulting framework.

08.13.25