Daily Feed

Industry News
Investment Advisory Firm Adds Risk Management Specialist

A Midwestern advisory firm has hired a risk management specialist.

10.28.21
Industry News
Company Expanding Footprint, Opening First Int’l Office

The office in London will better serve clients across the U.K., Europe and Asia.

10.28.21
Industry News
Firm Appoints Regional Fiduciary Manager

Appointee began in the newly created position on Sept. 7 and is based in San Francisco.

10.28.21
Absolute Return
Great Plains Fund Considering Absolute Return Investments, Termination

A fund in the Great Plains region will consider investing in two new active absolute return managers and terminating an existing absolute return manager at its board meeting today.

10.28.21
Industry News
West Coast Foundation Seeks Investment Ops. Manager

A foundation based on the West Coast is searching for an investment operations manager to handle monitoring, analysis and reporting functions for its investment portfolio.

10.28.21
Consultant/OCIO/Discretionary
Mid-Atlantic Treasurer Seeks Savings Plan Consultant

The office is searching for a savings plan consultant to provide advice and recommendations on the structure and design of its 529 plan and ABLE and Savings programs as well as insight on the 529 industry.

10.28.21
Industry News
Midwest University Seeks Investment Officer

A university based in Chicago is looking to hire an investment officer to help oversee its endowment.

10.28.21
Emerging/Diverse Managers
Midwestern Foundation Adds Minority-Owned Mgrs.

A foundation based in the Midwest added minority-owned global equity and private equity managers during its finance and investment committee meeting last week.

10.28.21
Industry News
Firm Hires Merrill Lynch Wealth Mgr.

Hire will provide portfolio management, retirement planning and investment consulting to nonprofits and foundations.

10.27.21
Multi-Asset/Investment Advisor
Mid-Atlantic 529 Wraps Up Investment Advisor Search

A 529 plan in the Mid-Atlantic region made a hire in its search for an investment advisor for its three plans totaling more than $9 billion last month.

10.27.21