The head of alternatives for U.S. wealth will work with the sales teams to identify and pursue business opportunities with wealth advisors in the intermediary distribution channel.
The firm appointed a co-cio to guide portfolio construction, manager selection and the firm’s overarching investment strategy and asset allocation as part of its leadership transition.
The plan has issued an RFP seeking discretionary investment advisory and management services for a portion of the county’s 3.7 billion investment pool as it could benefit “from more active portfolio management.”
The firm is seeking a U.S. endowment and foundation segment leader to shape is strategic direction and expand its presence among mission-driven institutional investors.
The firm has hired a chief marketing officer to strengthen brand positioning, enhance client engagement and support its growth strategy across institutional, intermediary and retail markets.