Industry News
Jim Casselberry reflects on the first year since he took over as chief investment officer of the roughly $1 billion Health Forward Foundation.
The fund is seeking an associate or senior associate to focus on public markets and support its deputy cio in all of their responsibilities across Investments, board/investment committee relations and other leadership initiatives.
The foundation has appointed its deputy cio as its permanent cio, effective immediately, following a search as its previous investment head stepped down from the role earlier this year.
Katherine Dowley has joined Vance Street Capital as head of investor relations.
The managing director will lead the firm’s consultant coverage efforts across the central U.S.
The move expands Creative Planning’s institutional investment consulting capabilities with the acquisition of RVK and its $4.3 trillion in assets under advisement.
The transaction is expected to close in the fourth quarter.
The head of global CLO issuance and capital markets role is newly created.
The new hire brings the firm’s client-facing capabilities under integrated leadership.
The new hire will help lead the continued development of the firm’s financing and debt capital markets capabilities.
