The university hired a new v.p. for finance and administration and treasurer in the first quarter following a search after its previous finance head left in late 2021.
The Northeast-based firm has named a managing director of strategic partnerships to work on deepening its relationship with turnkey asset management platforms and broker-dealer/registered investment advisor platform distribution teams.
The firm announced several promotions spanning its teams, including managing directors on its fund investments, real assets and client solutions groups.
The principal of investments joined in March after seven years at a nearby nonprofit, where they helped grow the institution’s assets to more than $1 billion from $250 million.
The firm has agreed to acquire an investment consulting and advisory firm that works primarily with ultra-high-net-worth individuals and families with a focus on the technology space.
The firm appointed a head of fixed-income, Americas to oversee its active fixed-income platform and develop actively managed solutions to meet investor needs.