People Moves
The university hired an investment associate from an outsourced cio to help oversee its endowment and provide investment research and portfolio analysis.
The firm has named an in-house successor to its current head, who is set to retire next month after 37 years with the organization.
The plan added the role as its cio is set to retire later this year.
The new principal will lead the firm’s capital markets and leveraged finance activities.
The fixed-income research head has been with the firm since 2020.
The university has tabbed its interim cio to take over the position permanently following a national search as its previous investment head left to lead a mid-Atlantic endowment.
The firm expanded its employee ownership to include a senior v.p. and consultant, reflecting both their individual contributions and the firm’s sustained growth across the Southeast.
The wealth management and strategic advisory firm’s incumbent cio is transitioning to a new role as chair of the firm’s board of directors.
The institution is searching for a firm to support its board of directors with the identification and selection of new board members that align with its mission and strategic goals.
The firm has hired a senior director to work with nonprofits, institutions, individuals and families as well as a senior operations associate to support its operations and service.