The firm added a head of portfolio solutions to strengthen its leadership in alternatives research and advise on its product for the wealth management channel.
The firm added a central regional director to work with nonprofit and institutional clients, providing them with investment advisory, asset allocation and portfolio construction services.
The financial services company hired a senior v.p. and senior investment advisor to provide investment management for nonprofit organizations, individuals and pension plans and work with clients to establish appropriate investment strategies.
The university is searching for an investment operations analyst to provide reporting, benchmark analysis, endowment return allocation and communications with investment managers.
The university will conduct a search for a new senior v.p. for business affairs and treasurer as its finance head is departing for another opportunity.