The senior managing director will advise foundations, endowments and nonprofit institutions on investment strategy, asset allocation, portfolio construction and risk management.
The firm is opening an office in Dallas with the addition of a four-person wealth advisory team led by managing directors and wealth advisors that previously worked at UBS Private Wealth Management.
The health care system has hired a new permanent executive v.p. and cfo to oversee its financial strategy and resource management across its Pacfiic Northwest operations.
The foundation is seeking a managing director to serve as its most senior fund team member and be responsible for developing and executing investment strategy as well as evolving the fund’s infrastructure.
The foundation is looking to fill its newly created position, which is tasked with leading underwriting within assigned areas and sourcing, identifying, evaluating and recommending investment managers.