The firm has completed its acquisition of a specialist global ESG and impact fixed-income investment manager, adding approximately $1 billion to its total assets under management.
The university’s board of regents voted to join the system as a member institution last month in part because of its larger applicant pool and access to long-term investment funds.
The firm has hired a chief people officer to oversee its human resources department including its talent acquisition strategy and diversity, equity and inclusion initiatives.
The firm has appointed a market president for the Santa Barbara region, who will lead the team in client service and accelerate the growth of its wealth management platform.