Daily Feed

People Moves
Wealth Advisor Hires Senior Portfolio Consultant

Hire was most recently a v.p. and senior portfolio consultant at Fieldpoint Private.

05.04.22
Non-U.S. & Global Equity
Calif. City 457 Eliminates Int’l Small-Cap Portfolio

Plan reallocated its $2.7 million international small- to mid-cap growth equity investment to an existing MSCI ACWI ex-U.S. Index fund.

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
Multi-Asset/Investment Advisor
HBCU Selects Discretionary Advisors Following Search

University has awarded a new investment advisor and an incumbent advisor in its search for firms to handle its portfolio on a discretionary basis from last year due to the contract expirations of the incumbent providers.

05.04.22
Credit/Private Debt
New England Plan Posts Private Debt Mgr. RFP

The plan is looking to invest $8 million in the asset class for the first time.

05.04.22
People Moves
O2 Investment Partners Appoints Senior Associate

He will be responsible for evaluating new transactions, due diligence, underwriting and working with portfolio companies.

05.04.22
People Moves
Alan Biller Promotes New President

The previous president retains her role as ceo.

05.04.22
People Moves
Spouting Rock Snags Schroders North America CEO

Spouting Rock’s previous ceo is assuming the role of chairman.

05.04.22
Infrastructure
Windy City Plan Slates Infrastructure RFP

Plan will seek infrastructure managers to complement its existing portfolio.

05.04.22