Announcements
The firm hired a managing director for its equity capital markets team to focus on origination and execution in the financial institutions and financial technology industries.
The investment consulting firm announced that Adam Laubacker has been promoted to senior v.p.
The firm hired a senior investment advisor to work with private clients, develop and execute long-term investment and wealth strategies and manage investment portfolios.
The firm’s president and ceo will retire at the end of August 2023 and be succeeded by the firm’s director of investments.
The university has divested its endowment from direct investments in fossil fuel companies and has set a more ambitious target for reducing its carbon footprint after reaching its initial target almost a decade ahead of schedule.
A wealth advisory team in the Houston area has joined a global financial advisory firm.
The investment advisory firm has purchased a women-led wealth management firm based in the Midwest.
The firm hired a head of ESG to develop an ESG strategy and standardize and enhance its ESG strategies.
The Midwest-based firm has promoted three principals to managing director and two directors to principals, while hiring a new principal to deploy a strategy that aims to partner with management leaders in sectors to identify, acquire and build market-leading companies.
The firm closed its inaugural special situations fund with over $85 million in commitments from new and existing institutional investors after beginning fundraising in late 2021.
