In The News
Jennifer Hutchins has been named cio of investment consultant CBIZ Investment Advisory Services
Mariner Institutional has entered into an agreement to acquire investment consulting firm Southeastern Advisory Services.
Multi-family office Cresset plans to partner with independent non-discretionary consulting firm Monticello Associates
Kirsty Jenkinson has been named a senior investment director of private markets and sustainable investment and stewardship strategies at the $369.6 billion California State Teachers’ Retirement System.
SageView Advisory Group has acquired institutional retirement plan consulting and wealth management firm Capital Strategies Investment Group
Dale Connors has joined investment consultant RVK as a senior consultant, the firm announced.
The John D. and Catherine T. MacArthur Foundation has hired Joe Ragsdale as a manager of fixed-income and alpha strategies to oversee fixed-income investments within its approximately $8.6 billion investment portfolio.
The YMCA Retirement Fund has hired Summer Zhao as a managing director overseeing assets across its approximately $9.2 billion portfolio, with an initial focus on public equities.
Senior Consulting Analyst Francesca LoVerde has departed investment consulting firm NEPC.
The $C700 ($489) billion Canada Pension Plan Investment Board has hired Yu Ben Meng as managing director and head of investment portfolio management
This month we have news on a university expressing interest in emerging private equity and venture capital firms.