The firm has hired a principal to oversee its new West Coast office and provide wealth management services, wealth strategy and portfolio analysis to clients.
New managing director and head of investments joins from a nearby endowment and bolsters firm’s investment research, analysis and due diligence capabilities.
The bill will help ensure colleges and universities are providing opportunities to women and minority asset managers by mandating transparency and standardizing data collection.
The nonprofit has hired the executive director and cio of a nearby public defined benefit plan as deputy cio and they will succeed the nonprofit’s cio following their planned retirement in summer 2024.
The foundation is searching for newly created roles of v.p. of public markets and a v.p. of investment operations following the appointment of a new ceo and cio in the first quarter.
The wealth management firm recently acquired three private advisory groups and has added an associate portfolio manager for its U.S. small and small- to mid-cap equity strategies.