The wealth management and strategic advisory firm’s incumbent cio is transitioning to a new role as chair of the firm’s board of directors.
The institution is searching for a firm to support its board of directors with the identification and selection of new board members that align with its mission and strategic goals.
The firm has hired a senior director to work with nonprofits, institutions, individuals and families as well as a senior operations associate to support its operations and service.
The system is searching for an investment analyst to serve as a generalist member of its investment team and assist in manager sourcing and due diligence.
The institution is seeking a v.p. and head of equities and absolute return strategies to lead investment analysis, performance monitoring and portfolio construction for the strategies.
The university is seeking a firm to review its investment-related policies, procedures, asset allocations and structures.
The university is searching for a cfo as its current finance head, responsible for the institution and its healthcare system, is transitioning to solely focus on the health system.
The university has issued an RFP seeking investment advisory services for its endowment due to the impending contract expiration of its incumbent, which was first hired in 2013.
The university is searching for a cio to oversee investment strategies and portfolio management for its endowment after seeking a discretionary advisor for the portfolio in 2022.
The senior director died on Feb. 13 just shy of their 60th birthday.