October 04, 2024 | 12 min 19 sec
In this episode of the Dakota Fundraising News Podcast, Pat and Konch cover notable job changes, including Kimy Ruiz Seitz joining Silicon Valley Community Foundation and Carina Diamond becoming Chief Growth Officer at 4100FS. The RIA/FA M&A segment highlights LPL Financial’s addition of a $150M Texas duo and Merrill Lynch’s recruitment of advisors managing $1.5B in LA and Miami. We also discuss key institutional searches, investments, and fund commitments, including updates from Ohio Police & Fire Pension and the Texas County & District Retirement System. Stay tuned for the latest industry updates and trends!
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