The new platform will provide educational content to fiduciaries of nonprofit organizations with a focus on the six core principles of investment stewardship: purpose, policy, portfolio, process, people and perspective.
The hires provide portfolio management, retirement planning, investment consulting and other wealth management services to nonprofits, private family foundations and other clients.
Clients of the practice will continue working with the same wealth management team and will receive the same investment advisory, financial planning and other wealth management services.