The firm hired a director of charitable giving solutions within its nonprofit practice to oversee its national strategy and implement donor advised fund and private foundation administration solutions.
The university has added five new members to its board of trustees, including one private equity investor, to oversee and align its strategic direction, educational policy, finances and operations with its mission.
The university is seeking an investment manager to take primary accountability for its private investment portfolio, which makes up 40% of its long-term investment portfolio.
The university voted against a student-led proposal to divest its endowment from companies involved in the Israeli occupation of Palestinian territory.
The foundation hired an investment consultant to provide non-discretionary services for its portfolio over three other firms after conducting an RFQ and RFP process last year.
The investment analyst will help conduct due diligence on new and existing investment managers across public and private equity and credit.
The institution is looking to enter a contract with a firm to provide strategic, legal and programmatic consulting services for the 529 plans.
The system hired a new cfo to oversee its corporate finance, investment, supply chain, construction and facilities teams in the second quarter.
The firm is promoting a partner within its endowments and foundation practice to lead its investment strategy office, whose leader will leave at the end of the year to join a family office.
The firm has promoted a senior advisor to the fill-time role of president, while also appointing the founder of a financial and strategic advisory firm as a senior advisor.