Consultant/OCIO/Discretionary
Fla. Foundation Changes Investment Consultants
The Community Foundation for Northeast Florida recently hired a new investment consultant to
04.09.15
N.Y. Church Hires New Investment Advisor
St. Philip’s Church in the Highlands hired a new investment advisor to manage its approximately $1
04.09.15
New York Tribe Chooses Investment Advisor
The Saint Regis Mohawk Tribe has selected an investment advisor to oversee up to $60 million in its
04.09.15
Canadian Foundation Selects Investment Advisor
St. Joseph’s Foundation of Thunder Bay hired a new investment advisor for its $2.8 million
04.09.15
N.Y. Foundation Stays with Investment Advisor
Broome Community College Foundation retained its investment advisor in December, Executive Director
04.09.15
Regions Wealth Management Names CIO
Alan McKnight has joined Regions Wealth Management as cio, Regions Spokeswoman Evelyn Mitchell
04.09.15
Highland Associates Promotes Four
Investment consultant Highland Associates has promoted four team members in the firm’s investment
04.09.15
DFW Airport Board Issues Consultant RFP
The Dallas/Fort Worth International Airport Board has issued its RFP for investment consulting
04.07.15
New Mexico Deferred Comp To Issue Consultant RFP
The $500 million New Mexico Deferred Compensation Plan will issue an RFP for an investment
04.07.15
Mich. City Deferred Comp Begins Consultant Search
The $60 million City of Livonia (Mich.) Deferred Compensation Plan has issued an RFP seeking an
04.02.15