The new team will report to firm’s managing director of the Northeast region.

Partner was recently an independent consultant after leaving a position at BDO USA in 2021.

She will assume a COO role at T. Rowe Price following her predecessor’s exit last year.

The plan’s current executive director is leaving to join Walmart.

As hedge fund assets rise and performance rebounds, prime brokers can be a critical part of the industry’s growth.

Many Cleveland-based institutional investors have invested with local fund managers, driving a double-bottom line of investment growth and local company growth.