The wealth management firm has hired a seven-person team led by four managing directors and wealth managers to provide portfolio management, retirement planning, investment consulting and other wealth management services to nonprofits, private family foundations and other clients.
The director has left the institution to join an alternatives firm as a managing director focused on investments across non-corporate debt and real assets.
The firm has added a four-person wealth management team to provide portfolio management, retirement planning, investment consulting and other wealth management services to nonprofits, private family foundations and other clients.
The college savings plan hired a new executive director following a search after its previous head left in November to join a municipal financial advisory firm.
The wealth advisory and investment firm has hired a new executive v.p. and head of wealth management as its previous head stepped down from the role to head the firm’s private client group on Jan. 1.
The firm has named co-heads of Asia ex-Japan fixed-income effective Jan. 3 as part of a measured transition ahead of the retirement of its co-head of emerging markets and head of Asia ex-Japan fixed-income in June 2023.
The global firm has removed the interim label from its ceo, who has been filing the position since August 2021 and has been an investor and board member for more than a decade.