Industry News
The new strategies will be available to institutional and retail clients.
The chair will lead the board in managing the endowment and a collection of funds that support student scholarships, academic programs, faculty research and other activities at the institution.
The new trustees began their terms on July 1.
The firm hired a financial advisor, managing director and branch office manager to provide financial planning and wealth management services to nonprofits, individuals, families and businesses in Virginia.
The v.p. will serve as director of investments for the medical center, helping oversee and manage its portfolio.
The firm has also promoted three new v.p.s, two principals and a managing director.
The strategy is focused on OECD countries primarily in North America and Europe.
The senior investment officer has left after six years to join a West Coast-based family office as director of private investments effective Sept. 1.
The university’s parent organization is searching for a director of investments to help manage and oversee its investments after its director of investment strategy and portfolio management left earlier this year.
The college hired an investment director in the first quarter following a search from last year as it sought to build out its investment team.