People Moves
The university has named eight members to its board of trustees, including three investment professionals, effective July 1.
The university investment arm is searching for the role after its public markets head retired on June 30 following more than seven years at the institution.
The university-affiliated foundation recently hired a director of investments to help evaluate and monitor investments from a retirement system on the West Coast.
The promotion is the latest personnel reshuffling at the institutional consulting firm.
The new managing director will assist with the plan’s total portfolio approach.
The investment consulting firm has hired a senior v.p. to lead several client relationships, including faith-based, nonprofit, healthcare and insurance plans.
The university is searching for a v.p. of finance, cfo and treasurer after its previous finance head left to join a community college as v.p. of administrative services.
The firm hired a v.p. and client development officer to develop new client relationships and strategic partnerships to support its suite of wealth management services.
The director will lead sourcing and underwriting of new investment opportunities and monitoring of existing investments.
The investment consultant absorbed a nine-member, Philadelphia-based wealth management team as it looks to expand its presence in the area.
