Announcements
Firm acquires three employees as part of the transition.
A Midwestern advisory firm has hired a risk management specialist.
The office in London will better serve clients across the U.K., Europe and Asia.
Appointee began in the newly created position on Sept. 7 and is based in San Francisco.
Hire will provide portfolio management, retirement planning and investment consulting to nonprofits and foundations.
Hire previously served as a portfolio manager at Lowell, Blake & Associates.
The foundation will look to reach net zero greenhouse gas emissions across its endowment by 2050.
Business will provide discretionary advisory services to endowments, foundations, family offices and other institutional clients.
Hires will serve as managing directors and wealth managers.
