The Northwest-based wealth manager and investment advisory firm is absorbing an investment consulting firm that works with several nonprofit organizations.
The firm has appointed a new head of its asset management group to provide custom investment and advisory solutions for institutional clients as its current head is set to retire later this summer.
The foundation has hired a new cfo to begin later this month after its previous finance head left last year to join an information technology services and information technology consulting firm.
The university elected seven new members to its board of trustees, including four with investment experience, to oversee its endowment, approve its operating budget and set policies.
The firm has hired a managing director and head of sales and distribution to lead its sales and distribution efforts in the interval fund and closed-end fund marketplace.
The fund has hired a senior v.p. and acting cfo to provide strategic leadership in the areas of finance, human resources, information technology and planning and budget.