The firm’s new institutional practice management head joins after a dozen years with UBS.
The pension funds added a $300 million investment to an existing manager relationship.
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 retirement system approved commitments following finalist presentations held last month.