Industry News

People Moves
Mid-Atlantic Plan Searching For Investment Analyst

The investment analyst would help oversee the trust’s endowment and assist senior investment team members with due diligence, modeling and portfolio monitoring.

06.16.22
People Moves
Mid-Atlantic Foundation Promotes Staff Member To Director Of Investments

New director will carry out foundation’s investment program, audit and tax functions and oversee finance and operations following a search from earlier this year.

06.16.22
People Moves
Real Estate Finance Firm Names President To Lead Newly Formed Investment Management Group

Firm’s treasurer was promoted to lead the investment management group, which was formed through combining its fund management, proprietary capital, high-yield and senior bridge lending groups.

06.16.22
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Financial Services Firm Adds MD To Tech Investment Banking Group

The Western-based firm hired a managing director for its technology investment banking group to focus on serving clients in the infrastructure management software and cyber security sectors.

06.16.22
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Wealth Mgmt. Firm Appoints V.P., Investment Officer

New v.p. and investment officer to serve as a key client relationship manager and provide customized wealth management services.

06.16.22
Industry News
Firm To Acquire London & Capital

The London & Capital management team will continue to lead the business.

06.16.22
Industry News
Texas Fire Plan Taps Third-Party Administrator

Plan hired an Illinois-based firm to provide third-party administration services.

06.15.22
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Kansas CIO Slates Retirement

Elizabeth Miller will retire next month after serving in the role for over a decade.

06.15.22
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Creation Investments Names COO, Investor Relations Mgr.

They assumed the newly created roles on June 13 and April 11, respectively.

06.15.22
People Moves
MidOcean Partners Hires Two MDs

The new hires previously worked at Lazard and Stone Point Capital, respectively.

06.15.22