The firm is searching for a head of endowments and foundations to join its outsourced cio team and provide strategic leadership across investment management, client engagement and business development.
The firm has acquired investment and wealth management firms in recent months, adding roughly $6.2 billion in client assets.
The fund is seeking information best practices, implementation models and lessons learned related to community investment strategies for institutional and governmental investors.
The plan is seeking firms to provide banking and financial services that support its operational liquidity, investment management and long-term financial objectives.
The agency hired its first outsourced cio last year following a search process that saw its original selection revoked as it was unable to reach satisfactory agreement terms with the advisor.
The fund is seeking head of venture capital to lead investment due diligence and evaluation as well as portfolio monitoring and risk management for its venture portfolio.
The analyst will support and help with the oversight and management of the institution’s equity, fixed- income and absolute return portfolios.
The institution is seeking a firm to review and oversee its 401(k) and 403(b) retirement plan investment options as it reviews investments periodically.
The institution has hired a new cfo to oversee its finance and budget offices from another prominent institution in New England.
Matt Fettig joined the San Diego Foundation as cio in 2013, where he helped grow its portfolio to $1.8 billion in assets from $612 million, and took over the cfo role on Feb. 2, overseeing financial operations, compliance, audit and enterprise risk management. He took the time to answer 5 Questions with FIN News.