The director of finance helps oversee the foundation’s finances and investments, including managing and monitoring the portfolio in alignment with its investment policy statement.
Bernie Reidy serves as managing director and national endowment and foundations executive and Michael Strauss is a managing director and senior investment strategist at Bank of America Private Bank. Both Reidy and Strauss took the time to answer five questions with FIN News.
The foundation is looking to hire a new v.p. and cfo to manage its finances and investments as its previous finance head is set to retire at the end of the first quarter.
The institution’s previous v.p. took over a new role at the institution in the fourth quarter.
The Latina-led venture capital firm recently closed its latest fund after garnering several commitments from foundations, two endowments and a religious institution’s investment team.
The university is weighing a revised investment policy statement that includes increasing its targets to domestic and international equities.
An investment firm focused on climate-related investments has made a strategic investment in a private markets firm that is focused on environmental sustainability.
A global wealth manager has named long-time employees to new positions within the firm – head of banking and specialized services and president of the East region.
The foundation first hired the investment consulting firm in 2015.
The healthcare system is looking to hire its first-ever senior v.p. and cio to manage its investments portfolio.