People Moves
The firm has hired a senior portfolio manager to guide clients through challenging markets and identify investment strategies and allocations to meet their needs.
The position will handle the recording of all investment transactions, along with monthly reconciliation reports and monthly and quarterly valuations that support performance reporting.
The firm named a new global co-cio to oversee its range of investment capabilities after one of its co-cios was recently named president.
The foundation is searching for two investment team members to help oversee its $2.5 billion in assets, including its $1.5 billion endowment.
The hire concludes a search launched after the Jan. 3 departure of CFOO Ryan Skor.
The foundation’s previous investment head left earlier this year for the same role at a Midwestern foundation.
Sean Sullivan has joined Octagon Credit Investors as managing director and head of private credit.
The firm has named a successor for Wesley LePatner, a real estate executive that was killed at the firm’s New York headquarters in July.
The firm’s new president will succeed Eric Stevenson, who will retire in 2026 after seven years in the position.