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The multi-family office and wealth manager is acquiring an RIA with more than $21 billion in assets on behalf of individual, family and institutional clients.
The university named its finance head as its interim president last month as its president retired on June 30 after 17 years of service in the role.
The fund is seeking financial service firms with bookkeeping, accounting, strategic financial advisory and accounting experience as it looks for the firm to provide strategic input on investment decisions, capital deployment timing and organizational growth projections.
A survey found fewer community foundations are hiring or considering hiring diverse-owned managers, among other findings.
The foundation appointed a new cfo and treasurer to help oversee its finances and approximately $2.6 billion in assets after its previous finance head left to join a nearby real estate development, management and investment firm in the same position.
The investment analyst will work with senior management to research and evaluate investment opportunities.
A university based in the Mid-Atlantic region has added two investment analysts to its New York-based investment team.
The religious group is searching for a director to manage its fund targeting investments with social and environmental impacts as its current mission-aligned investment pool head is set to retire after more than decade of service.
A university based in the Midwest has launched a search for an investment advisor for its defined contribution plans.
The organization revised the asset allocation for its Balanced Pooled Fund in the fourth quarter, removing its diversifying strategies allocations to increase real estate and real assets.