The firm has appointed a market president for the Santa Barbara region, who will lead the team in client service and accelerate the growth of its wealth management platform.
The fund is searching for an investment consultant to assist with investment manager and custodian searches and provide performance reporting and weekly portfolio monitoring.
The university will consider revising the target asset allocation for its model portfolio, including increasing the allocations to venture capital and private equity and natural resources, this week.
The investment advisor recently acquired a Midwest-based women-led investment advisor and a Western-based financial consulting firm.
DAMI is calling on Yale University to increase its DEI efforts after a recent article in the student newspaper highlighted the lack of DEI in the investment office.
The foundation has pushed the deadline for proposals in its search for a firm to manage its endowment to Dec. 14 from Dec. 6 after issuing the RFP last month.
The agency has issued an RFP seeking private venture capital funds based in Oklahoma and interested in participating in the state’s venture capital investments program, which is funded by the U.S. Treasury State Small Business Credit Initiative program.
The firm hired a coo to implement its management policies and oversee its operations, while also serving on its investment committee.
The university is seeking a director of finance to supervise and maintain quality control for the institution’s operations after hiring a new v.p. of finance and operations last year.
The foundation is searching for a cfo to lead its accounting and finance functions.