The Northeast-based firm has named a managing director of strategic partnerships to work on deepening its relationship with turnkey asset management platforms and broker-dealer/registered investment advisor platform distribution teams.
The firm announced several promotions spanning its teams, including managing directors on its fund investments, real assets and client solutions groups.
The principal of investments joined in March after seven years at a nearby nonprofit, where they helped grow the institution’s assets to more than $1 billion from $250 million.
The foundation is searching for a cfo to oversee its finances and help manage its investments as the finance head hired following a search from 2020 is no longer with the institution.
The foundation has promoted a senior staff member to take over as its next ceo this summer as its current head is set to retire after 20 years in the role.