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University Retains Eastern Bank Wealth Management for Investment Services

Salem State University logoSalem State University
Document date
May 22, 2024
Term
Ongoing (as of March 31, 2024)

The 30-second brief

What it covers

Salem State University continues its ongoing engagement with Eastern Bank Wealth Management for investment and portfolio management of university endowment and working capital funds. Representatives delivered investment performance and market outlook at the May 22, 2024 committee meeting.

Who holds it

Eastern Bank Wealth Management holds this financial services contract with Salem State University. Its other public contracts on record include work for North Shore Community College.

What happens next

Term as filed: Ongoing (as of March 31, 2024).

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Contract details

Contract type
Financial Services
Document date
May 22, 2024
Term
Ongoing (as of March 31, 2024)
Vendor
Eastern Bank Wealth Management
Agency
Salem State University
Source document
finance_facilities_committee_meeting_report_may_22.pdf (Report)

Eastern Bank Wealth Management's other public contracts

Salem State University, MassachusettsNew Management plan helps Salem State. · Apr 9, 2025UndisclosedSalem State University, MassachusettsSSU Renews Investment Contract with Eastern Bank · Apr 10, 2024UndisclosedSalem State University, MassachusettsEastern Bank Wealth Management contract renewed for five years · Mar 20, 2024UndisclosedNorth Shore Community College, MassachusettsEastern Bank Wealth Management to Discuss College's Investments · Mar 12, 2024UndisclosedSalem State University, MassachusettsEastern Bank Wealth Management Oversees SSU Investments · Jan 24, 2024UndisclosedAll Eastern Bank Wealth Management contractsVendor profile

More Salem State University contracts

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Questions about this contract

Who was awarded the financial services contract by Salem State University?

Eastern Bank Wealth Management was awarded this financial services contract by Salem State University, as recorded on May 22, 2024.

What type of contract is this?

This is a Financial Services contract, documented as a report record.

Where was this contract approved?

This contract appears in finance_facilities_committee_meeting_report_may_22.pdf (Report), dated May 22, 2024 from Salem State University. Civic IQ extracts contract records directly from agency meeting documents and solicitations.

What other contracts does Eastern Bank Wealth Management hold?

Eastern Bank Wealth Management may hold additional government contracts. View their full contract history, the agencies they serve, and total tracked spend on their Civic IQ vendor profile.

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What is Salem State University currently buying?

Explore Salem State University's vendors, signed contracts, and active RFPs on their Civic IQ agency profile.

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