Industry News
The consultant’s new cio joined this week from Avantax Wealth Management.
The strategy exceeded its initial $1.25 billion hard cap.
The investment consulting firm’s 58-member team and $124 billion in non-discretionary assets under advisement will move to Cresset in a deal expected to close later this year.
Rishi Chhabria will lead the firm’s capital formation strategies and investor relations efforts.
William Jellison has joined the domestic small-cap growth equity manager as a research analyst.
The new associate joined the firm from Driehaus Capital Management.
Todd Davis has joined as a director on the direct originations team.
Investment consultant Meketa Investment Group conducted 130 total public markets manager searches in 2024.
The state pension fund is seeking an analyst to collaborate with its investment team.
The deal will bring retirement plan consulting and wealth management services as well as new institutional-managed asset services capabilities to SageView Advisory Group.