JPMorgan renames its DEI department to DOI by Elise Mackanych | Mar 24, 2025 JPMorgan Chase & Co. has changed the name of its DEI (diversity, equity and inclusion) program to DOI (diversity, opportunity and inclusion) amid political pressure by the Trump administration.
Cohen & Steers announces the retirement of Daniel Charles, head of global distribution by Released | Mar 11, 2025 Daniel Charles, executive vice president and head of global distribution at Cohen & Steers, will retire after 37 years of sales leadership roles.
Gerster named chief investment officer at AlphaCore Wealth Advisory by Andrea Zander | Feb 24, 2025 Eric Gerster has taken on a new role as CIO at AlphaCore Wealth Advisory.
Ed Ho joins Park Cities Asset Management as head of business development and investor relations by Released | Feb 14, 2025 Park Cities Asset Management (PCAM) has hired Ed Ho as its new head of business development and investor relations.
Kairos Investment Management welcomes Diana Yang as managing director, investor relations by Andrea Zander | Jan 6, 2025 Kairos Investment Management Co. has hired Diana Yang as managing director of investor relations.
Fidelity-owned group names new leader by Andrea Zander | Dec 19, 2024 A family office group owned by Fidelity Investments’ parent company has named Kimberly Sheehy as its new head, reported Financial Advisor.
Capital Square promotes Chris Hirth to executive vice president of asset management by Released | Dec 13, 2024 Capital Square has promoted Chris Hirth to executive vice president of asset management.
Baker Street Advisors welcomes Peter Hand as CIO by Released | Dec 4, 2024 Baker Street Advisors has named Peter Hand as CIO.
PREP Securities shores up distribution team with the addition of three senior sales professionals by Kali Persall | Nov 19, 2024 PREP Securities shores up distribution team with the addition of three senior sales professionals
Alliance Global Advisors debuts talent recruitment arm, Alliance Search Partners by Kali Persall | Nov 8, 2024 Alliance Global Advisors, a women-owned consulting firm specializing in strategic growth solutions for real asset investment managers, has launched Alliance Search Partners in response to strong industry demand.
Cory Johnson joins Real Assets Adviser editorial advisory board by Andrea Zander | Sep 27, 2024 Real Assets Adviser has appointed Cory Johnson to the Real Assets Adviser editorial advisory board.
Northern Trust Asset Management appoints head of global institutional client group by Released | Sep 26, 2024 Northern Trust Asset Management (NTAM) has named Lyenda Simpson Delp head of the global institutional client group.
Institute for Portfolio Alternatives announces 2025 board of directors by Released | Sep 26, 2024 Institute for Portfolio Alternatives (IPA) has announced the organization's board of directors for 2025.
Ocorian appoints head of U.S. funds sales by Released | Sep 26, 2024 Ocorian has hired Michael Gull as head of funds in the United States as part of the firm’s expansion strategy.
CenterSquare hires Robert Glenn III as managing director in capital markets group by Released | Sep 25, 2024 CenterSquare Investment Management has hired Robert (BJ) Glenn III as a managing director in the firm’s capital markets group.
