The firm has hired a senior v.p. and senior portfolio advisor to provide investment advice, asset servicing and related services to help nonprofit clients.
The firm has made three senor hires to accelerate its efforts to reach the private wealth channel and make its alternative products more accessible to a broader investor base.
The foundation is searching for an investment analyst to handle due diligence of prospective managers, recommend new hires as well as monitor risk levels of existing managers and portfolio performance.
The foundation has tabbed its next senior v.p. and managing director of investments as its investment head retired on May 31 after nearly 24 years in the role.
Gerry Watson has worked at the Rockefeller Brothers Fund for nearly 30 years, and is responsible for the oversight of its approximately $1.3 billion endowment, accounting, technology and operations functions as well as the Rockefeller Family Fund, the David Rockefeller Fund and several of the fund’s affiliates.