First session will explore the private credit market with Callan’s Cos Braswell as individual investor interest in private markets continues to grow ...

Julia Kagan is a financial/consumer journalist and former senior editor, personal finance, of Investopedia. Doretha Clemons, Ph.D., MBA, PMP, has been a corporate IT executive and professor for 34 ...

Tony Lissuzzo joined investment consulting firm Callan's Chicago-based team as a senior vice president and investment consultant. “Tony is additive to our Chicago consulting team” and is not replacing ...

Clearstead, a Cleveland, Ohio-based institutional consultant and OCIO, recently hired Envestnet alum Jean Heath as senior managing director of advisor solutions national sales. That follows an ...

BISMARCK — The state’s general investment consultant has been continually guiding the State Investment Board for more than 20 years without having to go through a formal competitive bidding practice.

NEW YORK--(BUSINESS WIRE)--Graystone Consulting, a business of Morgan Stanley (NYSE: MS), announced today that it was named by Crisil Coalition Greenwich, a leading global provider of strategic ...

RIA aggregator Hightower Holding has agreed to acquire a majority interest in NEPC LLC, a Boston investment consultant and private wealth advisor that tops $1.66 trillion in assets under ...

Warminster Township, Pa., is searching for an investment consultant for its $34 million Police Pension Plan and $15 million Non-Uniformed Pension Plan. The township is seeking proposals from ...