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The firm hired a v.p. and client development officer to develop new client relationships and strategic partnerships to support its suite of wealth management services.
The director will lead sourcing and underwriting of new investment opportunities and monitoring of existing investments.
The investment consultant absorbed a nine-member, Philadelphia-based wealth management team as it looks to expand its presence in the area.
The retirement system is seeking a firm to conduct a fiduciary performance audit.
The new head of capital formation for the Americas joins from Apollo Global Management.
The fund closed with $2 billion in commitments, bring firm assets under management to roughly $6.5 billion.
The district issued an RFP in April due to the incumbent’s contract expiration.
The retirement system last conducted a similar search in 2019 due to regulatory requirements.
The senior portfolio manager had been with the pension plan for 29 years.
William Blair Investment Management has appointed Olga Bitel as chief investment strategist.
