President Donald Trump signed an executive order to establish a sovereign wealth fund on Feb. 3 to promote fiscal sustainability, lessen the burden of taxes on American families and small businesses and establish economic security for future generations.
The firm has hired two leadership positions to help develop private markets investment solutions for the wealth management marketplace while educating financial intermediaries and their clients.
The foundation is searching for a director of operational due diligence, associate for private markets and portfolio manager for total portfolio management, among other positions, as it looks to build out its investment team following the appointment of a cio last year.
The senior advisor will leverage their real estate and capital markets expertise and relationship network to support the firm’s investment activity and platform growth.
The discretionary advisor has named the deputy cio of a Southern university as its cio to oversee the development and management of its global investment program.
The cfo will lead all near- and long-term financial decisions as well as oversee all financial aspects of the institution, including accounting and finance, investments, budgeting and forecasting, facilities and real estate risk management and business services.
The organization is seeking a firm to handle its portfolio alongside its foundation’s portfolio, including asset allocation advice, investment management, consulting and custody services.