Industry News
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 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 appointments include one internal promotion and one external hire.
John Mendell has joined the firm as a managing director in its investor relations group.
She is responsible for LAM’s business development in the region.
The college hired a new senior v.p. of finance and administration from a nearby institution in the third quarter after its previous finance head left for chief financial and operations officer role at a New England private day school.
