The university unanimously approved making public equity investments with new domestic and international equity managers within its endowment at its June board meeting.
The firm has promoted its senior v.p. and head of distribution to ceo and its senior v.p. for product management, corporate development and affiliate relations to coo.
The firm has hired a senior v.p. and senior portfolio advisor to provide investment advice, asset servicing and related services to help nonprofit clients.
The firm has made three senor hires to accelerate its efforts to reach the private wealth channel and make its alternative products more accessible to a broader investor base.