Daily Feed

People Moves
Southern School Searching For CFO

The school is searching for a cfo as its finance head left to join a family office earlier this year.

07.07.22
Industry News
Financial Software Company Launches Investment Ops. Platform For Nonprofits

The company has created a new investment-related platform.

07.07.22
Industry News
Trust Company Opens New Office

The company opened a new office in a southern state to help serve the investment and planning needs of clients.

07.07.22
Mid-Cap
Firm Launches Mid-Cap Equity Fund

Fund will invest in a select portfolio of 20 to 40 primarily mid-cap companies.

07.07.22
People Moves
Western Foundation Adds Board Members

Foundation’s board is led by an assistant v.p. of risk and analytics at CarMax and includes a v.p. of investments and private client advisor with J.P. Morgan.

07.07.22
MRI/Social Investments
Midwest University Creates Venture Fund As Part Of New Endowment

The university is creating a sizeable endowment to support scholarships for disadvantaged students that also includes a venture fund for student and alumni entrepreneurs.

07.07.22
People Moves
West Coast Foundation Hires Investment Ops Mgr.

The foundation hired an investment operations manager in May following a search from last year.

07.07.22
Consultant/OCIO/Discretionary
Midwest College Renews Consultant Contract

The college has renewed its contract with its incumbent investment consultant after first hiring the firm in 2017.

07.07.22
Real Estate
New England University Approves Real Estate Commitment

The commitment appears to represent a new relationship for the university.

07.07.22
People Moves
Asset Manager Hires Investment Solutions Head

Hire formerly served as head of structured product sales and development at Credit Suisse.

07.07.22