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The firm added a central regional director to work with nonprofit and institutional clients, providing them with investment advisory, asset allocation and portfolio construction services.
The university elected four alumni to join its board of trustees, including two investment professionals, at the start of this quarter.
The state fund-of-funds is preparing to conduct a search for an investment consultant due to the upcoming contract expiration of its incumbent provider.
The Boston-based firm has agreed to acquire a retirement plan consultant focused on the New England region.
The firm closed it latest strategy above its target at its hard cap of $275 million.
Global professional services firm Aon has agreed to acquire NFP Retirement.
The firm promoted its chief marketing officer to take over the ceo role.
Clearhaven Partners has closed its second fund at more than $580 million.
County is seeking an investment consultant on behalf of its 457(b) and 401(a) plans.
The financial services company hired a senior v.p. and senior investment advisor to provide investment management for nonprofit organizations, individuals and pension plans and work with clients to establish appropriate investment strategies.