The township is looking to consolidate its 457 plan providers to one firm from two.
The new hire spent the last eight years at Baillie Gifford & Co.
The city is seeking non-discretionary management services related to its $100+ million investment portfolio.
The move expands Creative Planning’s institutional investment consulting capabilities with the acquisition of RVK and its $4.3 trillion in assets under advisement.
The new hire brings the firm’s client-facing capabilities under integrated leadership.
The deferred compensation plan’s contract with its incumbent is scheduled to expire on Jan. 31.
The office recently welcomed a new cio.
The retirement system approved commitments following finalist presentations held last month.
The district is seeking discretionary or non-discretionary services for its $140 million portfolio.
The pension system made $116.5 million in new private markets commitments in July.