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.
The minority-owned venture capital firm has closed two tech-focused funds with 90% of the combined capital coming from traditional, institutional LPs including endowments, funds-of-funds, foundations and consultants.
The investment advisor will absorb staff from the recently acquired Southeastern regional advisor as it looks to grow its individual and institutional client base in Florida.