Industry News

People Moves
Southern College Names Midwest Community Foundation CEO As Next President

New president joins from a Chicago organization.

05.05.22
Announcements
Asset Manager Makes Three ESG Appointments

The trio began working at the Paris-based firm in March.

05.05.22
People Moves
Company Hires ESG Head

New hire will help refine ESG priorities, goals, metrics and criteria and work with investment teams to identify how ESG considerations may be further incorporated into investment processes.

05.05.22
People Moves
Mid-Atlantic Hospital Seeks Senior Investment Associate

Senior investment associate will help with portfolio decision-making concerning hospital’s private investments portfolio comprised of private equity and real assets.

05.05.22
People Moves
Southern Manager Adds Partner & Operations V.P.

Partner and v.p. of operations will create, implement and oversee strategies for operational processes, internal infrastructures and other logistical policies for the farm and farm-related real estate manager.

05.05.22
Announcements
Firm Acquires Duncan Financial, Goldstein Group

The new office in Carlsbad, California will serve clients across the Southern region of that state.

05.05.22
Announcements
Midwest University Names Next Finance Head

Current finance head is set to retire at the end of the second quarter.

05.04.22
People Moves
Southern Foundation Investment Director Leaves To Join Private Capital Advisory Team

Director of investments left the foundation last month after more than four years to join a financial services company’s private capital advisory team.

05.04.22
People Moves
Wealth Advisor Hires Senior Portfolio Consultant

Hire was most recently a v.p. and senior portfolio consultant at Fieldpoint Private.

05.04.22
People Moves
Northeast Community Foundation Names Next CEO

Internal promotion succeeds current president and ceo, who is retiring at year end after more than 17 years in the role.

05.04.22