Multi-Asset/Investment Advisor

Announcements
BNY Mellon Wealth Management Names Regional President

BNY Mellon Wealth Management has named Steve Kutz as a regional president in Los Angeles. 

05.27.20
Multi-Asset/Investment Advisor
Northeast Plans Seeking Administrative, Investment Mgmt. Services

Northeast pension plans have issued an RFP seeking administrative and investment management services.

05.27.20
Multi-Asset/Investment Advisor
Mid-Atlantic Treasurer Wraps Up Investment Management Search

A Mid-Atlantic state treasurer selected two firms in its search for firms to manage its endowment funds earlier this month.

05.27.20
Multi-Asset/Investment Advisor
Oregon Library District Seeking Retirement Plan Services

A Pacific Northwest library district issued an RFP for retirement plan services today.

05.26.20
Multi-Asset/Investment Advisor
Western County Posts Investment Management RFP

A Western county has posted its RFP seeking investment management services.

05.26.20
Multi-Asset/Investment Advisor
West Coast City Seeking Investment Mgmt., Advisory Services

A West Coast city has issued an RFP seeking investment management and advisory services.

05.21.20
Announcements
Steward Partners Opening New Office; Adds New Advisors

Steward Partners Global Advisory has opened a new office in Norfolk, Va. and added five new advisors for the office, the firm announced.  

05.21.20
Daily Feed
Midwest Foundation Extends Donor Fund Advisor Search

A Midwestern foundation has extended the deadline in its search for a firm to manage a new donor-advised fund.

05.21.20
Multi-Asset/Investment Advisor Administrator/Record Keeper
Midwest Transit Plan Reissues Trustee Services RFP

A Midwestern pension plan has reissued its trustee services RFP.

05.18.20
Searches And Hires
Western College Foundation Seeking Investment Mgmt. Services

A Western college foundation is seeking investment management services for its restricted and unrestricted investments.

05.15.20