Appointee began in the newly created position on Sept. 7 and is based in San Francisco.
Hire will provide portfolio management, retirement planning and investment consulting to nonprofits and foundations.
Hire previously served as a portfolio manager at Lowell, Blake & Associates.
The foundation will look to reach net zero greenhouse gas emissions across its endowment by 2050.
Business will provide discretionary advisory services to endowments, foundations, family offices and other institutional clients.
Hires will serve as managing directors and wealth managers.
Appointments bring firm’s responsible investment team to 17 specialists.
Hire was most recently head of U.S. collaboration at HSBC.
A university based in the Midwest has hired a new v.p. and cio to oversee its endowment and investment team.
Group provides investment management and financial educational services to underserved businesses.