People Moves
Geoff Dailey will become the new head of U.S. equities later this year.
He joined the plan on Jan. 23 from Mackenzie Investments.
The plan will begin its search for a cio after the general manager hire is confirmed by the city.
The transition will go into effect in October.
He first joined the firm in 2012 and previously served as research director.
The firm has hired a head of client service to oversee the ongoing design and execution of the overall client service experience.
The partner and co-cio of the outsourced cio firm is leaving at the end of the first quarter to join a New England-based family office.
The firm added a 12-person team in the Boston area from Merrill Lynch to provide portfolio management, retirement planning, investment consulting and other wealth management services.
The tribe has issued an RFQ seeking individuals to join its investment management board, which is tasked with the management and oversight of the tribe’s various investment funds.
The foundation has hired an investment analyst to help oversee its portfolio and provide research, reporting and due diligence of external managers.