People Moves
The firm has hired a principal to oversee its new West Coast office and provide wealth management services, wealth strategy and portfolio analysis to clients.
The state retirement system added a private markets analyst from an investment consulting firm.
Firm has appointed Valentina Abbott as global head of client solutions.
The firm’s head of impact investing will retire this summer and the firm has named a portfolio manager on its impact investment team as their successor.
New managing director and head of investments joins from a nearby endowment and bolsters firm’s investment research, analysis and due diligence capabilities.
The firm today announced several recent organizational and leadership changes.
The executive chair of the outsourced cio recently died after joining the mid-Atlantic based firm in the role in the third quarter.
New co-ceos will succeed the firm’s first ceo at the start of 2024.
Plan’s current executive director will retire at the end of the year after a decade in the position.