People Moves
An institutional investment industry veteran has penned a new children’s book that aims to give children the confidence and access to become financially literate.
He is responsible for the firm’s global health, wealth and career practices.
He will officially take on the role on Jan. 1 and succeeds CIO Robert Horrocks.
The firm has added private advisory teams from Janney Montgomery Scott and Wells Fargo Advisors to its global wealth management team.
The foundation recently hired an investment director from a nearby retirement system to help oversee its investment portfolio.
The foundation has appointed three members to its board of trustees, effective Oct. 1, including one investment head of a Midwestern foundation.
The firm has named a sole head of impact investments after the individual had previously held the role alongside another employee who is now focused on investor relations.
The managing director of a Northeastern university has joined a mid-Atlantic-based foundation as v.p. to oversee its public equity, public real assets and public fixed-income portfolios.
The foundation is searching for a head of finance to oversee its fiscal operations and investments.
The private wealth management firm has hired a v.p. and investment officer to work with clients to develop, implement and oversee customized investment and wealth planning solutions.