New investment and audit committee members will provide counsel on the strategic direction of the endowment, including identifying ways to help its investments achieve positive social and environmental impact.
Cherry Lane co-founders are joining the firm and will lead its new wealth management division.
Separately, the firm hired its next ceo.
The newly created role oversees directors and advisors working in Western states.
The acquisition of the firm closed on April 15.
New managing director previously served as senior philanthropy advisor of private foundation solutions for PNC Private Bank Hawthorn.
Plan hired a firm to provide non-discretionary management of its $70 million portfolio.
He will focus on global telecommunications infrastructure deals.
He was previously co-head of private capital at MSD Partners.
He will manage a team of senior client executives, global relationship managers and client analysts.