Industry News
The multi-family office, which serves select families and private foundations, has hired a senior managing director to lead its client success initiatives and partner with clients on strategic investment planning, portfolio construction and manager selection.
The firm has hired a senior investment consultant to work with institutional clients, including foundations, endowments, healthcare organizations and retirement plans.
The university’s previous finance head retired after working at the institution for more than 30 years.
Devitt serves as a senior investment advisor at financial services company Moneta, where she also held the position of cio from June 2021 through January 2024.
The search follows the departure of Deputy Executive Director of Investments and CIO Matthew Worley on March 31.
Van Martin has been appointed head of U.S. consultant relations.
The new six new appointments join a team led by Founder, CEO and CIO Scott Graves.
Endowments and foundations are increasingly turning to outsourced cios with the growth largely driven by smaller institutions, according to new research.
Phuong Ninh has joined Lateral Investment Management as a principal.
The firm recently added managing directors from a mid-Atlantic retirement system and the investment management arm of an aerospace and defense company.