The university hired managing directors for marketable investments and private partnerships last month and is currently searching for an investment analyst/associate following the recent departure of an analyst.
The San Francisco-based firm hired two managing directors and wealth managers to provide portfolio management, retirement planning and investment consulting services to nonprofits.
The firm named a market president based in Palm Beach, Fla. to oversee investment management, banking, lending, wealth planning and fiduciary services in the Palm Beach area.