People Moves
The firm hired a financial advisor, managing director and branch office manager to provide financial planning and wealth management services to nonprofits, individuals, families and businesses in Virginia.
The v.p. will serve as director of investments for the medical center, helping oversee and manage its portfolio.
A partner and director of research left the plan’s domestic large-cap value equity manager this month.
The firm has also promoted three new v.p.s, two principals and a managing director.
The new executive director/cio will be responsible for close to $125 billion in assets.
The senior investment officer has left after six years to join a West Coast-based family office as director of private investments effective Sept. 1.
The university’s parent organization is searching for a director of investments to help manage and oversee its investments after its director of investment strategy and portfolio management left earlier this year.
The college hired an investment director in the first quarter following a search from last year as it sought to build out its investment team.
The previous asset management ceo assumed the role of group ceo earlier this month.
He will drive post-acquisition value through strategic financial, accounting and human resources solutions.