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The firm hired a senior client portfolio manager to support client relationships and help expand the reach of investment strategies across the U.S. wealth management space.
The college is seeking non-discretionary advisory services for endowment and foundation investment funds as its incumbent provider’s contract is expiring.
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.
The foundation has hired a v.p. of finance to help oversee the strategic management of its financial resources and investment returns.
The fund will consider adding a new large cap active extension manager at this week’s board meeting to further diversify its domestic equity portfolio.
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.
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.
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.
The college has launched a search for an investment consultant to oversee its nearly $350 million investment portfolio.
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.