EPISODE · Sep 4, 2024 · 7 MIN
Maryland's Deputy CIO, Raymond James New Advisor, Alternatives Commitment Plans, Small Cap Hire
from Dakota Research Podcast · host Dakota Team
In this episode of the Dakota Fundraising News Podcast, Pat and Konch discuss recent job changes, including Thomas Kim's new role as Deputy CIO for the Maryland State Retirement & Pension Systems. We also cover notable RIA/FA M&A activity, with new teams joining LPL Financial, Ampersand Partners, and Raymond James. In the institutional coverage segment, we highlight key searches, investment commitments, and fund launches, including updates from the Baltimore County Employees Retirement System and the Teachers Retirement System of Louisiana.Stay tuned for the latest in institutional and private wealth developments!
What this episode covers
In this episode of the Dakota Fundraising News Podcast, Pat and Konch discuss recent job changes, including Thomas Kim's new role as Deputy CIO for the Maryland State Retirement & Pension Systems. We also cover notable RIA/FA M&A activity, with new teams joining LPL Financial, Ampersand Partners, and Raymond James. In the institutional coverage segment, we highlight key searches, investment commitments, and fund launches, including updates from the Baltimore County Employees Retiremen...
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Maryland's Deputy CIO, Raymond James New Advisor, Alternatives Commitment Plans, Small Cap Hire
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