Announcements
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.
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.
Junior analyst will help oversee university’s investment assets, including its endowment, 403(b) retirement plan and liquid operating fund.
Hire has been self-employed as an impact investing consultant since leaving his most recent role as director of research and consulting at nonprofit impact investor Pacific Community Ventures.
Firm has promoted nine new managing directors and 18 new principals.
New cio joins from a foundation on the West Coast.
Director of business development will expand the firm’s presence in Southeast Florida.
