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The foundation recently added the founder and ceo of an investment manager and the top academic officer of a state university to its board of trustees.
The firm hired a managing director for its buyout strategy to identify, evaluate and lead new investment opportunities.
The wealth management firm recently acquired three private advisory groups and has added an associate portfolio manager for its U.S. small and small- to mid-cap equity strategies.
The woman- and- minority- owned firm added an operating partner as part of its approach to support profitable companies facing a transformational growth event.
The bank has added a president of global fund services to lead a global team in offering customized solutions for alternative investments, mutual funds and exchange-traded products.
The system is searching for a director of investments for public equities to manage due diligence, monitor investments and make recommendations on manager sizing, portfolio construction and asset allocation.
The public trust fund is searching for discretionary investment managers to handle a portion of its $871 million investment portfolio comprised of fixed-income investments.
The university is seeking a manager for its fixed-income long-term portfolio and short-term cash reserves.
He first joined the consultant in 1999 as a senior research associate focused on domestic small-cap equity before leaving in 2003.
The expansion into the Naples, Fla. market follows the firm’s new appointments to its board of directors.