Consultant/OCIO/Discretionary
The county selected a firm after not previously utilizing a consultant for its deferred compensation plan.
The plan issued an RFP in January due to the contract expirations of its incumbents, which all submitted bids in the search.
The state has issued an RFP seeking a general investment consultant on behalf of its college savings program, several endowments and pension plans.
The firm’s newest senior consultant joins from CAPTRUST Financial Advisors.
Amy Ridge joins the firm from Mercer’s alternatives group.
The state is conducting a general investment consultant search on behalf of its retirement system and several other funds.
The search is due to the contract expiration of its incumbent consultant.
The fund received a total of six bids in its private markets consultant search.
The plan has hired a firm to identify and advise on best practices and trends in the prepaid college plan and ABLE landscape to help in setting the direction for its two programs.
The investment firm has hired a head of ocio to lead the development and expansion of the outsourced cio business.