The firm recently added a mid-Atlantic-based wealth and investment management firm with more than $1 billion in assets to function as its fifth location in the state.
The firm has hired a cio to oversee its investment strategy and help further expand its investment capabilities as it continues scaling its wealth platform.
The firm hired a managing director to help lead its European Real Estate business after sourcing, underwriting, negotiating and structuring debt investments in Europe for a prominent manager.
The foundation has filled a newly created treasury director role to oversee cash flow and develop strategies for liquid investment portfolios following a search from late 2025.
The institution has appointed a deputy cfo, who will take over as enterprise cfo on July 1 as its current finance head will step down from the role after more than a year of service.