The firm hired a partner and head of U.S. ESG investments and appointed a responsible investment principal as sustainable investment leader for the Pacific region.
The firm is launching a perpetual infrastructure strategy that will seek to partner with infrastructure businesses to help drive the global energy transition.
The west coast firm has agreed to acquire a trust company providing private trustee and investment management services to high-net-worth individuals and families, local foundations and endowments.
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.