Multi-Asset/Investment Advisor

New England Town Posts Investment Advisor RFP

A New England town is searching for a firm to help oversee its operating and capital funds.

11.19.21

West Coast City Posts Section 115 RFP

The city is seeking a firm to establish and oversee a Section 115 trust.

11.18.21

Multi-Asset/Investment Advisor

Nonprofit Client Maintains Investment Advisor Relationship Following Acquisition

At least one nonprofit client of a recently acquired investment advisor has agreed to maintain its relationship with the firm.

11.18.21

Multi-Asset/Investment Advisor

Midwest Health Plan Rehires Investment Providers

A health plan based in the Midwest retained its actuarial and investment consultant services provider and its banking and investment services provider this summer.

11.18.21

Industry News

Investment Advisor Hires CIO & Wealth Mgmt. MD

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.

11.18.21

People Moves

J.P. Morgan Snags NEPC Consultant

She left the investment consulting firm in September.

11.17.21

People Moves

Cohen & Steers Appoints Multi-Asset Solutions V.P.

He is responsible for macroeconomic research as well as leading the firm’s asset allocation teams and strategies.

11.16.21

Multi-Asset/Investment Advisor

West Coast City Posts Investment Mgr. RFP

A West Coast city is searching for a firm to manage its $75 million investment portfolio.