News
Extensive and timely coverage of the institutional industry.
HBCUs have done the work of developing and producing leaders in the financial services and investment sectors in the face of funding cuts and other institutional barriers.
The university has tabbed its interim cio to take over the position permanently following a national search as its previous investment head left to lead a mid-Atlantic endowment.
The firm expanded its employee ownership to include a senior v.p. and consultant, reflecting both their individual contributions and the firm’s sustained growth across the Southeast.
The wealth management and strategic advisory firm’s incumbent cio is transitioning to a new role as chair of the firm’s board of directors.
The institution is searching for a firm to support its board of directors with the identification and selection of new board members that align with its mission and strategic goals.
The institution approved an investment with a low carbon, global equity index fund within its pension and revised the target asset allocation for its largest pool of assets.
The foundation is looking to increase its allocations to diverse asset managers and environmental sustainability and social impact strategies, including regionally focused investments, within its endowment.
The city is seeking help with investment performance reviews and fund manager searches.
The school board is seeking investment management services for its Supplemental Early Retirement Plan.
The firm has hired a senior director to work with nonprofits, institutions, individuals and families as well as a senior operations associate to support its operations and service.