The former cio of a healthcare system has officially launched a new advisory firm with a platform designed to help cio and investment office leaders enhance and expand their organization’s in-house investment capabilities.
A Southern health system saw its head of investments depart late last year following the appointment of a cio and the system recently hired a portfolio manager.
ClearView Fiduciary Alliance has issued an open invitation for all small and mid-sized foundations, endowments and nonprofit organizations to participate in its 2021 Study of Investment Fees for Foundations, Endowments and Nonprofits.
CAPTRUST Financial Advisors has acquired Stewardship Financial Advisors, which provides estate planning, asset and risk management, tax planning, retirement income planning and investment services to almost 1,000 clients, including individuals, high-net-worth individuals, corporations and charitable organizations.