The firm has appointed an interim ceo and established an Office of the CEO to help assure a seamless transition once a permanent successor has been identified.
The university hired a managing director from a family office to serve as its cio as its first investment head is set to retire at the end of the year.
The firm has hired a v.p. and regional director to partner with financial intermediaries, including broker-dealer advisors, registered investment advisors and private wealth managers in the Southeast region.