People Moves
The university added a senior v.p. for investments and branch manager at a financial advisory firm to its board of trustees in the fourth quarter.
The firm promoted an investments and planning team member to partner on Jan. 1 and they will continue to serve as an investment advisor and portfolio manager.
The association has named its next president and ceo to lead, direct and manage the organization following a search from last year as its previous head died after battling cancer.
The firm added a managing director and senior relationship manager to the group.
The plan interviewed three candidates at a special board meeting last week.
The university is looking to hire a v.p. for finance to oversee and manage its cash flow, investments, surplus funds and asset management.
The foundation hired a new investment analyst to help with due diligence and market research following a search from late 2022.
Sarah Bernstein serves as a managing principal and head of sustainability for investment consulting firm Meketa Investment Group, celebrating her 20 year anniversary with Pension Consulting Alliance/Meketa late last year.
The firm brought on a managing director to lead its asset management equity real estate portfolios.
The plan’s private markets consultant will present a private debt portfolio update this week.