He will serve as a technical resource to the firm’s existing and prospective clientele in interpreting portfolio positioning and portfolio risk exposures.
Okabena Investment Services has appointed a new cio to lead its investment function and have overall responsibility for its taxable and tax-exempt investment programs.
An endowment on the West Coast has named its next cio following the planned retirement of its current cio and is searching for an impact investment analyst for its impact investment portfolio.
A foundation in the Northeast is searching for an investment associate to assist in the oversight of its investment portfolio and be involved in all steps of the investment review and decision-making process.
A Western foundation is searching for an investment associate to help invest and manage its investment portfolio, while being involved in all aspects of the investment process.