Daily Feed

People Moves
Wainwright Investment Counsel Appoints Analyst

He will provide due diligence, analytics and monitoring support.

04.20.22
Consultant/OCIO/Discretionary
Midwest Plan Begins Investment Consultant Search

Search is due to its incumbent’s upcoming contract expiration.

04.20.22
People Moves
Western Foundation Adds Three Investment Committee Members

New investment and audit committee members will provide counsel on the strategic direction of the endowment, including identifying ways to help its investments achieve positive social and environmental impact.

04.20.22
Announcements
Asset Mgmt. Firm Acquires Cherry Lane Capital

Cherry Lane co-founders are joining the firm and will lead its new wealth management division.

04.20.22
Administrator - Bundled
Northwest Health Organization Issues Investment Custodian RFP

Custodian will hold assets, verify data and provide ongoing trainings as the organization looks to transition three separately held investment accounts into the custody of a selected firm.

04.20.22
People Moves
TIIP Introduces Advisory Council, Appoints CEO

Separately, the firm hired its next ceo.

04.20.22
People Moves
J.P. Morgan Wealth Management Names Regional Director

The newly created role oversees directors and advisors working in Western states.

04.20.22
Multi-Asset/Investment Advisor
Western City Hires New Investment Advisor For Endowment

City hired a new investment advisor to handle its endowment on a discretionary basis in the fourth quarter after issuing an RFP last year.

04.20.22
Industry News
Financial Services Firm Acquires Investment Advisor

The acquisition of the firm closed on April 15.

04.20.22
People Moves
Ohio Foundation Seeks Alternative Investments Director

A foundation based in Ohio is searching for a director to oversee its alternative investment portfolio.

04.20.22