Industry News
Asset Mgmt. Firm Acquires Cherry Lane Capital
Cherry Lane co-founders are joining the firm and will lead its new wealth management division.
04.20.22
J.P. Morgan Wealth Management Names Regional Director
The newly created role oversees directors and advisors working in Western states.
04.20.22
Financial Services Firm Acquires Investment Advisor
The acquisition of the firm closed on April 15.
04.20.22
Ohio Foundation Seeks Alternative Investments Director
A foundation based in Ohio is searching for a director to oversee its alternative investment portfolio.
04.20.22
Northwest University Searching For CFO
CFO will manage the university’s finances and help oversee its endowment.
04.20.22
Glenmede Appoints Managing Director
New managing director previously served as senior philanthropy advisor of private foundation solutions for PNC Private Bank Hawthorn.
04.20.22
Mid-Atlantic University Searching For Junior Analyst
Junior analyst will help oversee university’s investment assets, including its endowment, 403(b) retirement plan and liquid operating fund.
04.20.22
Grain Adds MD To Investment Team
He will focus on global telecommunications infrastructure deals.
04.19.22