April 01, 2024
Raymond James has recruited financial advisor Joseph Martinez from Wells Fargo. Martinez joins the Raymond James Financial Institutions Division through Pinnacle Asset Management. Alongside...
April 01, 2024
The New Mexico State Investment Council approved ten commitments to alternatives, totaling $980 million, according to recent meeting minutes. In venture capital, $20 million was committed to Airbus...
April 01, 2024
The Nebraska Investment Council (NIC) has disclosed updates to their 2024 Real Estate and Private Equity Pacing Plans per materials from the March 7 board meeting. NIC is targeting approximately $186...
March 28, 2024
Nicholas and Heidi Irwin, a married couple and financial advisors based in Lockhart, Texas, have transitioned to Avantax. They will join the Alliance Wealth Strategies firm, an Avantax affiliate,...
March 28, 2024
The Nebraska Investment Council approved two commitments to private equity totaling $88 million, according to materials from the March 7th Investment Council meeting. $56 million was committed to...
March 28, 2024
The Ohio Public Employees’ Retirement System has concluded their General Investment Consultant Search with the hiring of Meketa. Meketa will replace the current consultant, NEPC, when the contract...
March 28, 2024
The Ventura County Employees’ Retirement Association is committing $25 million to HarbourVest Partners Co-Investment Fund VII. This represents an existing relationship for the fund. VCERA has...
March 28, 2024
UBS has rounded up a group of current advisors to form the Stone Harbor Group, based in Hartford, Connecticut. The team manages approximately $1.3 billion and consists of Richard Cyphers, Gerald...
