Announcements
The university added a senior v.p. for investments and branch manager at a financial advisory firm to its board of trustees in the fourth quarter.
The firm has closed its latest fund, a venture capital strategy focused on rejuvenating the ecological health of the world’s oceans, above its initial target.
The firm promoted an investments and planning team member to partner on Jan. 1 and they will continue to serve as an investment advisor and portfolio manager.
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.