Daily Feed

Administrator - Bundled
Western 529 Plan Issues Program Manager RFP

The college savings plan has launched its search for a program manager as it looks for a new agreement that better reflects its current size and growth goals.

11.15.23
Multi-Asset/Investment Advisor
Rocky Mountain Nonprofit Prepares RFP

A nonprofit group based in the Rocky Mountain region plans to issue an investment advisor RFP next year.

11.15.23
People Moves
Venture Capital Manager Adds Managing Director

The firm has added a managing director to oversee its pre-seed investment strategy and portfolio that focuses on sourcing, investing and scaling high-growth, early-stage tech startups.

11.15.23
Hedge Funds
New England Pension Conducting HF Search

The plan will interview two to three hedge fund managers in the next two months.

11.15.23
People Moves
Mid-Atlantic Advisor Adds Wealth Planning Head, MD

The wealth planning and advisory firm has added a head of wealth planning and managing director to leads the firm’s strategic direction and oversight and enhancement of client financial planning services.

11.15.23
People Moves
Southern Foundation Names Seventh President

The foundation has named its next president, effective January 2024, after its current head announced in the first quarter of 2023 that they would retire following 18 years in the role.

11.15.23
People Moves
Western Trust Searching For CIO, Investment Staffers

The trust has launched its search for its next v.p. and cio due to the impending departure of its investment head, while also searching for a director of investment operations and investment analysts.

11.15.23
People Moves
Investment Manager Hires Wealth Solutions Head

The global investment manager has hired a leader for its U.S. wealth management team.

11.15.23
Multi-Asset/Investment Advisor
Texans Approve Creation Of Endowment Fund For Emerging Research Universities

Texas citizens approved Texas Proposition 5 to create the Texas University Fund and provide funding to some higher education institutions with nearly two-thirds of voters voting in favor of the constitutional amendment.

11.15.23
Multi-Asset/Investment Advisor
Midwest State Agency Searching For Advisor

The agency is searching for a financial and investment advisor for its student loan program.

11.15.23