The investment consulting firm has hired a senior v.p. to lead several client relationships, including faith-based, nonprofit, healthcare and insurance plans.
The firm hired a v.p. and client development officer to develop new client relationships and strategic partnerships to support its suite of wealth management services.
The firm closed on $850 million in new capital in 2025, increasing its assets under management to more than $2.6 billion, and is actively deploying funds.
The university is seeking a senior investment analyst to support its real estate team in the management of its portfolio, which is expected to grow significantly in the coming years.