People Moves
The president will join the firm next month and be responsible for further strengthening senior client relationships, attracting talent and expanding the firm’s reach globally.
The search comes as the plan’s previous executive director has since taken a position at a law firm.
The hospital system is seeking an investment manager to join its team and help source new firms, participate in investment decision-making, develop investment strategy and monitor portfolio performance.
The hospital is seeking an investment associate to manage its private real assets and private equity investments with a focus on venture capital.
The firm recently hired a head of investments and senior director of client consulting as part of the next phase of growth following a management buyout.
The senior v.p. joined in 2020 to bring fixed-income expertise to the firm.
The firm hired a head of institutional equities within its equity capital markets group to oversee research, sales and trading, corporate access and corporate services.
The firm added a six-person team based in Los Angeles to provide portfolio management, retirement planning, investment consulting and other wealth management services to nonprofits and private family foundations, among other clients.
The foundation is searching for a director of private investments as its associate director for private investments left in late 2022 to join the investment management company of a Southern university.
The university is searching for a director of investments to oversee its endowment and be based on the West Coast to help enhance and extend the investment team’s current network in the region.