The wealth advisory and investment firm has hired a new executive v.p. and head of wealth management as its previous head stepped down from the role to head the firm’s private client group on Jan. 1.
The foundation hired a managing director of investment research and engagement, effective Feb. 27, from a nearby institution, where he worked for more than 12 years.
The global firm has removed the interim label from its ceo, who has been filing the position since August 2021 and has been an investor and board member for more than a decade.
The university foundation added several strategies spanning private equity, domestic equity, commodities and high-yield and investment grade fixed-income within its endowment last year.