Announcements
The new cio will oversee the firm’s fixed-income, equities, multi-asset solutions and alternative strategies, while retaining his current fixed-income portfolio management responsibilities.
The firm established new offices in Italy, Sweden and Switzerland earlier this year to better service clients locally.
The health system hired a new cfo to begin next month after its previous finance head left this summer to join a Midwestern medical center.
The ceo will retain previous responsibilities for the Illinois and Wisconsin markets until a successor is found.
The nine-member team will provide portfolio management, retirement planning, investment consulting and other wealth management services to nonprofits and private family foundations.
The v.p.s joined the firm’s client solutions team and will focus on nonprofits and pension plans, respectively.
The real assets sustainability consultant’s new office will seek to tap demand for ESG consulting in North America.
The new trustees, which are responsible for general oversight and management of the institution, including protection and enhancement of assets, include two investment professionals.
The principal will focus on domestic investments with a focus on early-stage companies.
The advisor will provide investment advice to clients in the Greater New York area.