The private wealth management firm has hired a v.p. and investment officer to work with clients to develop, implement and oversee customized investment and wealth planning solutions.
The discretionary firm added an investment director to handle due diligence and ongoing monitoring of current and prospective investment managers earlier this month.
The foundation’s board of trustees has elected a new chair and chair-elect for its board of directors, while also appointing new board of directors members during its September meeting.