Industry News

Industry News
Firm Forms Strategic Investment Advisory Group

Group includes cios, portfolio managers and strategists to share insights on emerging investment opportunities.

10.07.21
Industry News
Handing Investment Mgmt. To The Machines: Rosetta Analytics

Diverse-owned manager utilizes artificial intelligence to manage portfolios.

10.07.21
Industry News
Firm Appoints Distribution Head

Newly created role leads the London-based firm’s North American distribution efforts.

10.07.21
Industry News
Mid-Atlantic Advisor Seeks Staffers To Focus On Mgr. Selection

An advisor in the Mid-Atlantic region is looking to add two staff members to its investment team to focus on manager selection in its private and public portfolios.

10.07.21
Industry News
Firm To Acquire Stonegate Capital Advisors

Company will merge with the acquired firm’s existing Scottsdale office.

10.07.21
Industry News
Firm Promotes COO, Senior Director

Team member will continue to oversee firm’s operations and advise on strategic initiatives and investments.

10.07.21
Industry News
Northeast Foundation Seeks Analyst

A foundation in the Northeast is searching for an investment analyst to assist in the management of its investment portfolio.

10.07.21
Industry News
Midwest Community Foundation Seeks Finance Head

A community foundation in the Midwest is searching for a v.p. for finance and operations to deliver financial and operating systems and services to safeguard assets.

10.07.21
Industry News
Firm Appoints Senior Advisor

Hire joined the firm from HSBC, where he has worked for 27 years.

10.07.21
People Moves
Carlyle Taps Chief Development Officer From CPPIB

He will be involved in a range of investment and management activities across the New York-based firm, including growth initiatives and corporate M&A.

10.06.21