University of Notre Dame has named its next investment head as CIO Mike Donovan is set to retire in the coming months.
FEG Investment Advisors has hired Mary Jane Bobyock as a senior v.p. and advisor to work with its nonprofit clients.
The California Institute of Technology will conduct a search for a cio as Scott Richland is expected to step down from the role in December.
Cerity Partners is expanding its nonprofit client base by absorbing outsourced cio Agility.
Kevin Roundtree has departed his position as a consultant at Segal Marco Advisors.
Pennington Partners & Co. hired former Bryn Mawr College Director of Investments Wendy Xu as a managing director of private markets last month.
Until recently, the challenge for emerging asset managers seeking to grow assets among institutional investors and RIAs was developing and executing a two-pronged approach because they are essentially two different market segments with distinct needs and objectives.
The most common question we receive from clients is “When am I going to be examined?” Unfortunately, there is no crystal ball to predict this for advisers. The best advice we have is to assume it could be any day.
Elite universities with a pitiful track record of working with Latinos and African Americans are heading to Capitol Hill seeking help from minority members of Congress to fend off new taxes and regulations on the money in their tax-exempt endowments.
Watch the replay of our most recent webinar based around how managers can utilize LinkedIn.
This month we have our annual veterans feature in honor of Veterans Day next week.