Consultant/OCIO/Discretionary
A community foundation in the Mid-Atlantic region transitioned to an outsourced cio model last month with the hiring of a firm to handle its more than $300 million in assets.
One partner serves as a consulting director, while the other is a research analyst.
A Westchester, N.Y.-based deferred compensation plan has issued an investment consultant RFP.
The plan has launched a general investment consultant search previously delayed due to COVID.
The plan has issued an RFP seeking investment consultants to manage its $23 million in assets.
An outsourced cio has hired a managing director on its client development team.
A foundation based in the Mid-Atlantic region has hired a new outsourced cio following a search from last year.
A foundation in the South will narrow its discretionary investment advisor search to around eight firms in the coming weeks.
The fund is seeking investment consultants to manage its approximately $23 million in assets.
The plan rehired its consultant to a new three-year contract.