The firm hired a global head of corporate strategy in the fourth quarter to help define its strategic direction and execute against major strategic initiatives.
The firm has added a four-person wealth management team to provide portfolio management, retirement planning, investment consulting and other wealth management services to nonprofits, private family foundations and other clients.
The college savings plan hired a new executive director following a search after its previous head left in November to join a municipal financial advisory firm.
The wealth advisory and investment firm has hired a new executive v.p. and head of wealth management as its previous head stepped down from the role to head the firm’s private client group on Jan. 1.