People Moves

Announcements
William Blair Opens Dallas Office W/ Addition Of Advisory Team

The firm is opening an office in Dallas with the addition of a four-person wealth advisory team led by managing directors and wealth advisors that previously worked at UBS Private Wealth Management.

10.28.26
People Moves
Southern Foundation Hires Finance V.P.

The foundation has hired a v.p. of finance to help oversee the strategic management of its financial resources and investment returns.

10.28.26
People Moves
Pacific Northwest Healthcare Group Adds CFO

The health care system has hired a new permanent executive v.p. and cfo to oversee its financial strategy and resource management across its Pacfiic Northwest operations.

10.28.26
People Moves
Northeast Foundation Seeks MD For Investment Fund

The foundation is seeking a managing director to serve as its most senior fund team member and be responsible for developing and executing investment strategy as well as evolving the fund’s infrastructure.

10.28.26
People Moves
New York Foundation Searching For Private Equity MD

The foundation is looking to fill its newly created position, which is tasked with leading underwriting within assigned areas and sourcing, identifying, evaluating and recommending investment managers.

10.28.26
People Moves
Investment Consultant Adding Investment Analyst

The firm has hired an investment analyst to begin in its mid-Atlantic office in January and assist with providing portfolio management, capital markets research and advisory services to clients.

10.28.26
People Moves
Midwest University Adds Manager To Investment Team

The university hired a manager, investments to assist in sourcing and evaluating prospective investments with a focus on manager selection and on-site due diligence following a search from earlier this year.

10.28.26
People Moves
West Coast Plan Begins CIO Search

The plan is seeking a successor to its cio who retired over the summer.

10.28.26
People Moves
Pictet Names U.S. Institutional Distribution Head

The role is newly created.

10.27.26
People Moves
Principal Hires U.S., European Distribution Head

JJ Wilczewski joined Principal Asset Management as executive managing director and head of U.S. and European distribution effective today.

10.26.26