The discretionary advisor recently hired the co-head of investment operations at a large investment manager to serve as its coo and oversee its daily operations.
The Santa Monica, Calif.-based outsourced cio firm is overweight on asset classes that capitalize on a strong U.S. economy buoyed by strong economic and consumer activity.
The firm recently added a new member to its business development team to support its deal origination efforts and focus on building relationships with corporate sellers.