News

Extensive and timely coverage of the institutional industry.

People Moves
J.P. Morgan Wealth Management Names Regional Director

The newly created role oversees directors and advisors working in Western states.

04.20.22
Multi-Asset/Investment Advisor
Western City Hires New Investment Advisor For Endowment

City hired a new investment advisor to handle its endowment on a discretionary basis in the fourth quarter after issuing an RFP last year.

04.20.22
Industry News
Financial Services Firm Acquires Investment Advisor

The acquisition of the firm closed on April 15.

04.20.22
People Moves
Ohio Foundation Seeks Alternative Investments Director

A foundation based in Ohio is searching for a director to oversee its alternative investment portfolio.

04.20.22
People Moves
Northwest University Searching For CFO

CFO will manage the university’s finances and help oversee its endowment.

04.20.22
Consultant/OCIO/Discretionary
Western Endowment Retains Investment Consultant

An endowment in the West retained its investment consultant to oversee its portfolio last week following the issuance of an RFP due to the incumbent firm’s impending contract expiration.

04.20.22
People Moves
Glenmede Appoints Managing Director

New managing director previously served as senior philanthropy advisor of private foundation solutions for PNC Private Bank Hawthorn.

04.20.22
People Moves
Mid-Atlantic University Searching For Junior Analyst

Junior analyst will help oversee university’s investment assets, including its endowment, 403(b) retirement plan and liquid operating fund.

04.20.22
Consultant/OCIO/Discretionary
Mid-Atlantic College Issues Consultant RFP

A college in the mid-Atlantic region has issued an RFP seeking an investment consultant to provide investment advisory and management services in a nondiscretionary capacity for a short duration portfolio.

04.20.22
Consultant/OCIO/Discretionary
Northeast Town Issues Investment Advisor RFP

Search is for investment management advisory services for the town’s pension funds.

04.19.22