People Moves
He joins with over 30 years of industry experience and will strengthen the firm’s relationships with clients.
The firm has added a managing director to oversee its pre-seed investment strategy and portfolio that focuses on sourcing, investing and scaling high-growth, early-stage tech startups.
The wealth planning and advisory firm has added a head of wealth planning and managing director to leads the firm’s strategic direction and oversight and enhancement of client financial planning services.
The foundation has named its next president, effective January 2024, after its current head announced in the first quarter of 2023 that they would retire following 18 years in the role.
The trust has launched its search for its next v.p. and cio due to the impending departure of its investment head, while also searching for a director of investment operations and investment analysts.
The global investment manager has hired a leader for its U.S. wealth management team.
The pension plan expects to interview finalists at a Jan. 19 board meeting.
Two new roles will position the firm to capture growing opportunities in the structured products and wealth management channels.
The current executive director has accepted another position.