The firm has introduced a free faith-based online investment screening tool that provides access to biblical values data on over 24,000 stocks, mutual funds and exchange traded funds.
Firm’s treasurer was promoted to lead the investment management group, which was formed through combining its fund management, proprietary capital, high-yield and senior bridge lending groups.
The Western-based firm hired a managing director for its technology investment banking group to focus on serving clients in the infrastructure management software and cyber security sectors.
The firm will see a co-founder step down from its executive committee, while various heads of international regions and countries are retiring and transitioning away from the roles.
The board does much of its work through standing committees that include finance, audit, compensation and organizational development and the Rice Management Company.