People Moves
The firm has established two new executive roles in the investments and retirement business.
The private equity director retires next month after serving in the position since 2017 and at the plan since 1998.
The new directors will be responsible for development strategy and institutional investor relationship management, among other duties.
The analysts are responsible for portfolio management, valuation and reporting, while the associate will provide client management and fundraising support.
The team was formed earlier this month, the firm said.
The chair will lead the board in managing the endowment and a collection of funds that support student scholarships, academic programs, faculty research and other activities at the institution.
The new trustees began their terms on July 1.
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.
