Daily Feed
The West Coast venture firm and incubator has hired a new investor, who was most recently an analyst at a Southern healthcare system.
Artificial intelligence is being deployed increasingly by wealth management firms to enhance advisor productivity while growing advisor headcount, new research reveals.
The organization is seeking a retirement program consultant to provide it with services related to reviewing and recommending a nonprofit employer retirement plan for approximately 80 employees.
The endowment hired the deputy cio of responsible investing for the New York City Comptroller’s Bureau of Asset Management to serve as a managing director and help lead its portfolio strategy.
The foundation added two fixed-income managers to its more than $1 billion portfolio in the last year as it ceased working with a hedge fund manager focused on global macro and fixed-income relative value strategies.
The wealth manager and registered investment advisor is acquiring a West coast-based institutional investment consulting firm to help support its investment strategy, fiduciary governance and portfolio oversight.
The authority is seeking one firm to provide portfolio management, asset allocation, risk management and proactive advice for its three portfolios.
The managing director of business development will lead the firm’s capital formation and overall business development efforts.
A global alternative asset manager has made a slew of new hires and appointments recently.
The firm promoted its North American regional director of investments to global head of investments to lead its regional investment teams.
