The firm added a central regional director to work with nonprofit and institutional clients, providing them with investment advisory, asset allocation and portfolio construction services.
The financial services company hired a senior v.p. and senior investment advisor to provide investment management for nonprofit organizations, individuals and pension plans and work with clients to establish appropriate investment strategies.
The university will conduct a search for a new senior v.p. for business affairs and treasurer as its finance head is departing for another opportunity.
The firm has hired a director of research to lead its development of in-depth research in technology in support of the firm’s sourcing of opportunities in secondary markets for investors.