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A New England convention center authority has issued an RFP for a consultant for its retirement trusts after hiring its first consultant at the onset of the establishment of the funds in 2017.
A savings program based on the West Coast is searching for an investment consultant due to the upcoming contract expiration of its incumbent provider.
A community college in the Midwest is seeking an investment advisor to manage its portfolio with shorter-term, high-quality instruments.
A university in New England approved new fiscal year investment policy targets for its portfolio, increasing its allocations to private equity and absolute return.
The new private markets head was previously partner and director of private equity.
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.