The firm has hired a former employee to the newly created role of head of product strategy to enhance and further scale the firm’s products and solutions across its business lines.
The institution currently drafting an RFP for investment consulting services after retaining its incumbent investment consultant in 2020 following a similar search process.
The firm promoted two staff members to managing partners as a result of one individual’s help in growing the firm’s St. Louis office and the other individual’s transformation of the firm’s outreach and marketing efforts.
The managing director of investments left the foundation to join an investment manager as managing director and head of investment research this month.
The institution added a global equity manager to its watchlist due to organizational changes and made an infrastructure commitment as part of its pacing plan last year.
The managing director, who joined from an investment advisory firm, is tasked with leading the firm’s institutional outsourced cio sales and helping deliver comprehensive investment strategies.