The investment analyst will help manage the institution’s allocations and assist with sourcing, underwriting and monitoring investments as part of the private investments team.
The fund will consider approving a recommendation from its investment consultant to allow an existing investment manager discretion to toggle between two different classes of stock.
The trust rehired its investment advisor at a board meeting this month after issuing an RFP in the third quarter due to the firm’s impending contract expiration.
The treasury has selected a fund manager to oversee the day-to-day operations and manage its social impact investment fund after issuing an RFP in the second quarter of 2024.
The foundation has issued an RFP seeking an investment firm to advise on its long-term assets as part of a periodic review of its services and competitive options.
The institution is searching for investment consulting services for its five accounts totaling approximately $250 million in investments as well as its foundation’s portfolio.
The investment advisor hired principals and portfolio managers to deliver comprehensive investment counsel for foundations, endowments, individuals and families.