Industry News

People Moves
Midwest Health System Adds Private Markets Investment Analyst

The healthcare system hired a new investment analyst in the second quarter to help oversee its private markets investments following the departure of a senior investment analyst.

12.22.25
People Moves
New York Foundation Names New CIO

The foundation hired its new cio from a Midwestern foundation, where they served as managing director for the last four years.

12.22.25
People Moves
Western Institute Promotes Senior V.P. As New Chief Financial & Operations Officer

The institute has promoted its senior v.p. of finance and operations to senior v.p. and chief financial and operations as its previous finance head retired from the role.

12.22.25
People Moves
Firm Announces CEO Succession Plan

A partnership of independent fiduciary wealth management firms has named a new ceo to take over in February.

12.22.25
Industry News
Western Investment Firm Acquiring Southern Manager

The Western boutique investment firm has entered into an agreement to acquire a Memphis-based investment manager’s approximately $650 million in assets.

12.22.25
People Moves
Prudential Financial Appoints U.S. Businesses Head

The appointment is part of a realignment of Prudential Financial’s senior business leadership structure.

12.19.25
People Moves
Texas Pension Names Next Executive Director

The retirement system’s incumbent executive director will retire on March 31 after nearly 30 years of service, the last decade of which came in her current role.

12.19.25
People Moves
Financial Services Firm Names Asset Servicing Co-Presidents

The firm appointed its president of EMEA and global head of institutional banking and markets as co-presidents of asset serving as the current head is set to retire after 40 years at the firm.

12.18.25
Industry News
Wealthspire Introduces Wealthspire Institutional

The newly integrated division is now one of the largest in the country for institutional advisory services, strengthening retirement, outsourced cio and endowment capabilities across a unified national platform.

12.18.25
Industry News
Deerpath Closes Seventh Flagship Fund

The fund exceeded its $2 billion equity target.

12.18.25