The plan first began discussing the search in June due to the upcoming contract expiration of its incumbent.
The plans launched a search in September as they looked for improved investment performance.
He will work within the firm’s portfolio strategy and optimization group.
The city is searching for a firm to provide services for its $200 million portfolio.
The city is seeking the services for its approximately $70 million portfolio.
He has joined a woman-owned venture investment platform as a partner.
The plan hired two firms, including one incumbent, following a search launched in late 2022.
The plan is seeking bundled/platform passive management services for various portfolios.
The search comes as the plans were informed that their incumbent advisor was being acquired.
He will leave the firm effective Feb. 28 and SEI will conduct a search internally and externally for his replacement.