Industry News
An investment advisor has hired a cio and managing director of wealth management to oversee asset management and alternative investment strategies for both wealth management and retirement plans.
An alternative investment manager has agreed to make a minority investment in a Western investment advisor, which will provide the firm with growth capital to support key priorities and continue its strategy for national expansion through new office openings and acquisitions.
A community foundation in the Mid-Atlantic region has hired a new cfo and v.p. of administration as its current cfo plans to retire.
A foundation based in the Midwest is looking to hire an impact investment officer to help oversee its impact ventures fund.
The fund has invested or committed to invest approximately 70% of its capital in a mix of opportunities across geographies, sectors and asset classes.
The previous CEO joined Motive Partners earlier this month.
The three new strategies provide U.S. investors first-time access to Vontobel’s $25 billion fixed-income boutique.
He will expand his existing leadership responsibilities to oversee Citadel’s investment strategies.
He will coordinate consultant activity worldwide for Putnam’s institutional business.