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The firm added a 12-person team in the Boston area from Merrill Lynch to provide portfolio management, retirement planning, investment consulting and other wealth management services.
The college has hired an investment consultant to wrap up its search for a firm for its short duration operating fund portfolio.
The foundation affiliated with the Lutheran church moved to an outsourced cio model from a traditional investment consultant model following a search from last year.
The tribe has issued an RFQ seeking individuals to join its investment management board, which is tasked with the management and oversight of the tribe’s various investment funds.
U.S. foundation assets fell nearly $250 billion in 2022 and are now at their lowest level since December 2018.
The foundation has hired an investment analyst to help oversee its portfolio and provide research, reporting and due diligence of external managers.
Stewart Hay has joined Northleaf Capital Partners as vice chair of global investor solutions after retiring from abrdn last year.
The search is to replace Christina Elliot, who departed the plan on Dec. 2.
The city’s deferred compensation and defined contribution plans replaced a domestic small-cap value equity manager today and its defined benefit plan will schedule finalist presentations in its large-cap growth search for next month.
The appointments include one internal promotion and one external hire.
