Fundraising News

Stay up to date on the latest industry insights on fundraising news, searches, personnel changes and more.

April 04, 2024

EP Wealth Acquires Wacker Wealth Partners

EP Wealth Advisors has acquired Wacker Wealth Partners, adding 22 team members and approximately $1.2 billion in managed assets. This acquisition enables EP to establish a presence in Central...

April 04, 2024

JTP Capital Seeking Fundraising and CRM Database Management Assistant

JTP Capital in New York is hiring an Assistant for Fundraising and CRM Database Management with 0-2 years of experience, ideally in the real estate or finance sectors. Responsibilities include...

April 03, 2024

$700M Merrill FAs Depart to Sanctuary

Joseph John "JJ" Marus and Lauren Norris, former advisors at Merrill Lynch managing $700 million in assets, have left the wirehouse to establish their own firm, Vincita Investment Partners, via...

April 03, 2024

Greenbacker Capital Seeking Internal Sales Representative

Greenbacker Capital in New York is hiring an Internal Sales Representative with 2-5 years of financial services experience, ideally in alternative investments. Responsibilities include sales support,...

April 03, 2024

NY Common Commits $550M to Venture Capital, Real Estate

Disclosed in the February 2024 Monthly Transaction Report, the New York State Common Retirement Fund (CRF) has made two commitments to venture capital and real estate, totalling $550 million. $150...

April 03, 2024

Mass Water Targeting $24M to Private Markets

The Massachusetts Water Resources Authority Retirement System is looking to place $24 million in private markets, according to a report from consultant NEPC. The pacing plan calls for $24 million to...

April 03, 2024

Spokane ERS Hires Hyas Group as OCIO

The Spokane Employees’ Retirement System has hired Hyas as the Outsourced Chief Investment Officer, according to recently released meeting minutes. The motion was originally voted on at the November...

April 03, 2024

Mondrian Investment Partners Seeking Client Service and Business Development Officer

Mondrian Investment Partners, located in Radnor, Pennsylvania, is recruiting for a hybrid role of Client Service and Business Development Officer with 5-10 years of experience. The role focuses on...

April 03, 2024

Rhode Island Targeting $510M to Alts in 2024

The Rhode Island State Pension reviewed their 2024 commitment pacing plans for private equity, private credit, real assets, and real estate during their March 27th Board meeting. In a presentation...

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