Consultant/OCIO/Discretionary

Consultant/OCIO/Discretionary
Western Deferred Comp Plan Begins Investment Consultant Search

A Western deferred compensation plan has issued its general investment consultant RFP.

01.03.20
Consultant/OCIO/Discretionary
2 Florida City Pensions Wrap Up Consultant Searches; Third Nears Selection

Two pension plans in a Florida city have completed their general investment consultant search, with the third plan expected to make a decision later this month.

01.02.20
Searches And Hires Consultant/OCIO/Discretionary
West Coast City Seeking Investment Consulting Services

A West Coast city has issued an RFP for investment consulting services.

01.02.20
Searches And Hires Consultant/OCIO/Discretionary
West Coast Treasurer Office Issues Investment Advisory RFP

A West Coast treasurer’s office has issued an RFP seeking investment advisory services for its $12 billion pooled fund.

01.02.20
Consultant/OCIO/Discretionary
Western Deferred Comp Plan Seeking Consultant

A Western deferred compensation plan has issued an RFP seeking an investment consultant.

01.02.20
Searches And Hires Consultant/OCIO/Discretionary
Southwest Plan Seeking Firm To Conduct Investment Review

A Southwestern pension plan has issued an RFQ for a firm to conduct a review of its investment portfolio.

12.24.19
Consultant/OCIO/Discretionary Deferred Compensation
Mid-Atlantic Authority Taps Investment Consultant

A Mid-Atlantic authority has hired an investment consultant on behalf of its deferred compensation plan.

12.24.19
Searches And Hires Consultant/OCIO/Discretionary
Southwest Transportation Authority Launches Pension Consultant Search

A Southwestern transportation authority has launched a search for pension investment consulting services.

12.23.19
Consultant/OCIO/Discretionary
Empire State Deferred Comp Plan Issues Investment Advisor RFP

A county deferred compensation plan in the Northeast has issued an RFP seeking investment advisory services.

12.20.19
People Moves
Morgan Stanley Wealth Management Loses 3 Advisors To Raymond James
Financial Advisors Derek Ciampini, David Moran and Wendy Coppola joined Raymond James Financial on
12.20.19