The firm has hired a director of debt advisory to strengthen its capital advisory team and financial sponsors group, which serves middle-market clients in the consumer, diversified industrials, financial institutions and technology verticals.
The firm has selected a new firm to provide investment management services for its portfolio, including overseeing and executing the selection, monitoring and evaluation of the portfolio and its investment managers.
The foundation is searching for an investment associate to help manage its endowment, participate in formulating its investment strategy and underwrite and invest in new opportunities.
The foundation has issued an RFP seeking investment advisors to invest funds in accordance with its investment policy, provide custom benchmarks to assess investment performance and provide education and training to board and staff, among other responsibilities.
The firm promoted its director of manager research to president, responsible for investment management, operations, business development and client service.