March 06, 2024
Beacon Pointe Advisors has acquired Keeney Financial Group, a Maryland-based registered investment advisor firm with $560 million in assets. This marks its first acquisition of the year. John Keeney,...
March 06, 2024
The Massachusetts Water Resources Authority Retirement System has approved the hiring of Aristotle for their Large Cap Value search, according to Minutes from the January 25, 2024 Board meeting....
March 06, 2024
The Medford Contributory Retirement System has narrowed the candidates for the private credit search to 3 out of 24 respondents. The candidates in consideration are Siguler Guff, Kayne Anderson, and...
March 06, 2024
The Weymouth Retirement System issued an RFP for active global fixed income managers. The mandate will be for approximately $4 to $7 million. Proposals are due by Tuesday March 26, 2024 at 4:00PM...
March 06, 2024
Mercer Global Advisors has acquired Seattle-based MDK Private Wealth Management, which oversees more than $2.5 billion in assets. The firm was founded in 2020 by Paul Meyer, Jaimi Dennehy, and Chris...
March 06, 2024
The Massachusetts Water Resources Authority Retirement System is preparing to issue an International Equity search, according to materials from the February 29, 2024 Board meeting. The search...
March 05, 2024
The Oregon Public Employees Retirement Fund has approved two commitments totaling $300 million to private markets according to materials from the March 6, 2024 meeting. $150 million was allocated to...
March 05, 2024
Raymond James has recruited an advisor team from UBS. The team, Coastal Oak Wealth Advisors, led by James "Buck" Williams. Coastal Oak is based in Jacksonville, Florida and manages over $235 million...
