The foundation is is searching for a v.p. of investments and administration to help manage its portfolio and serve as a liaison to its outsourced cio and investment committee.
The college based in a Southern state is is looking for a firm to provide non-discretionary portfolio management services for the investment portfolio.
The firm is absorbing an outsourced cio provider and advisory firm to expand its operations in key regions in the U.S. and enhance its offerings in the outsourced cio market.
The investment consulting firm has acquired a Virginia-based wealth and investment management firm, which has 25 to 30 nonprofit clients in addition to family office, individual and institutional investors as well as financial service firms.