A Southern health system saw its head of investments depart late last year following the appointment of a cio and the system recently hired a portfolio manager.
ClearView Fiduciary Alliance has issued an open invitation for all small and mid-sized foundations, endowments and nonprofit organizations to participate in its 2021 Study of Investment Fees for Foundations, Endowments and Nonprofits.
CAPTRUST Financial Advisors has acquired Stewardship Financial Advisors, which provides estate planning, asset and risk management, tax planning, retirement income planning and investment services to almost 1,000 clients, including individuals, high-net-worth individuals, corporations and charitable organizations.
CI Global Asset Management has appointed a executive v.p. and head of investment management, effective Sept. 1, to lead a group of over 100 investment professionals and oversee the continued development of its integrated global investment platform.
First Republic Investment Management has hired a managing director and wealth manager to provide portfolio management, retirement planning, investment consulting and other wealth management services to individuals, families, nonprofits and private family foundations.