Daniel Gould has learned a great deal from serving as v.p. of investments and operations at the Marguerite Casey Foundation over the last five years, helping the Seattle-based foundation surpass its goal of allocating half of its approximately $850 million investment portfolio to diverse managers.
The hospital is searching for a senior investment associate to assist in managing its endowment, monitor existing investments and identify new investment opportunities.
The foundation is looking to fill the newly created role of associate director of investments to help oversee and manage its investment portfolio.
The university is searching for a treasury analyst to support its operations, including cash management, liquidity planning, debt administration, merchant processing and investment reporting.
The foundation’s managing director of investments is stepping down at the end of the month after more than five years of service, in order to launch an investment advisory firm.
The college savings program expects to launch a search for consultants to assist with evaluating faith-based or values-aligned investment options within its portfolios.
The university added new private equity and venture capital managers within its endowment earlier this year on the heels of new commitments to existing managers.
A wealth and investment advisory firm has agreed to acquire a Philadelphia-based RIA to expand its presence in the region.
A religiously affiliated foundation based in the Midwest has promoted an associate to a director-level position leading investment management.
The trust fund’s general investment consultant recommended the expansion to diversify its public credit portfolio into other credit instruments from exclusively bank loans.