The principal of strategic investments will evaluate prospective venture investments or partnerships with emerging technology firms, provide investment analysis and help with structuring deals.
The foundation is searching for an investment analyst to serve as a generalist, assisting with analyzing performance and exposures as well as supporting the sourcing, screening and analyzing of prospective managers.
The discretionary advisor has hired a client services associate to support client relationships and portfolio communication across its approximately $3 billion in client assets.
The foundation has named a new cio to oversee its more than $2 billion portfolio after they left heading the investment management at a Midwestern foundation.