Announcements

Firm Acquires Duncan Financial, Goldstein Group

The new office in Carlsbad, California will serve clients across the Southern region of that state.

05.05.22

Announcements

Midwest University Names Next Finance Head

Current finance head is set to retire at the end of the second quarter.

05.04.22

People Moves

Northeast Community Foundation Names Next CEO

Internal promotion succeeds current president and ceo, who is retiring at year end after more than 17 years in the role.

05.04.22

People Moves

Private Equity Manager Adds Director

Boston-based private equity manager hired a director in its Mumbai, India office to focus on technology, healthcare, consumer, business and financial services companies.

05.04.22

MRI/Social Investments

Harvard Creating Endowment For Slavery Reparations

The $100 million commitment will address educational, social and economic disparities caused by its “extensive entanglements with slavery.”

04.28.22

People Moves

Global Investment Manager Hires Sustainability Director

The global investment manager has appointed a sustainability director to implement its net-zero commitments across the firm and within portfolios.

04.27.22

People Moves

Company Adds Wealth Mgmt. Senior MD

Hire was previously a senior v.p. and regional manager at People’s United Bank.

04.27.22

People Moves

Real Estate Private Equity Manager Adds V.P.s

The firm focuses on investments in lifestyle and independent hotels.

04.27.22

Announcements

Investment Mgmt. Firm Appoints Chief Technology Officer

Hire was most recently cto and head of asset management technology at Wells Fargo.

04.27.22

Private Equity

Private Equity Firm To Form Avryo Healthcare

Firm will acquire companies and assets in the multi-site healthcare services industry with a focus on utilizing new technologies and operating strategies to enhance patient access and experience.

04.27.22

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