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Clients of the practice will continue working with the same wealth management team and will receive the same investment advisory, financial planning and other wealth management services.
The acquired firm manages $1.7 billion in assets for endowments, foundations and other institutional clients.
The hire was formerly a v.p. of foreign exchange sales for Barclays Capital.
Appointee reports to global head of sustainable investment and to chief strategy officer.
A Southern university is seeking an investment analyst as part of its planned expansion of internal investment resources.
The company has added a senior wealth advisor focused on clients in the mid-Atlantic region.
The hire will lead the diverse-owned manager’s client engagement and sustainable activities.
A fund based in the West hired an investment analyst to handle evaluation, due diligence and ongoing monitoring of investments following a search for the role from last year.
The hire is responsible for driving and executing the firm’s sustainable investing strategy and the management of its ESG research platform.
A fund in the West approved new long-term policy benchmark targets for its portfolio that established symmetrical minimum and maximum ranges around the long-term allocation.