A foundation based in a Great Plains state has elected a new chair for its board of directors and a chair-elect to take over in 2023.
Hire will work alongside co-cio’s to oversee all aspects of the Arlington, Va.-based firm’s investment process, portfolios and performance.
Group includes cios, portfolio managers and strategists to share insights on emerging investment opportunities.
Newly created role leads the London-based firm’s North American distribution efforts.
Company will merge with the acquired firm’s existing Scottsdale office.
Team member will continue to oversee firm’s operations and advise on strategic initiatives and investments.
Hire joined the firm from HSBC, where he has worked for 27 years.
A private fund management company is being spun out from an investment advisor to offer fund management services to a broader geographic client base.
A community foundation in New England has hired an investment manager to help manage its mission investment portfolio.
Financial terms of the deal were not disclosed.