Advisor’s management team will join a new platform at the private credit firm.
A foundation for a Mid-Atlantic-based university has named its next ceo following a search for the position from last year.
A university in the Midwest hired a director of investments to assist with investment policy and strategy, portfolio management and investment management last fall.
The director had served in that role since 2015.
A foundation in the Mid-Atlantic region has promoted its managing director of investments to deputy cio.
He will partner with consultants to deliver asset servicing solutions to clients.
He begins June 23, subject to regulatory approval.
He joins Founding Partners Jim Momtazee and Maria Walker.
Plan will look to add an investment analyst to its team in the new year.
She will continue to serve as an advisory director.