Announcements
The firm has hired a managing director to oversee its investor relations and business development efforts as well as deepen relationships with existing and prospective investors.
The foundation has added five new members to its board of trustees, including two with investment experience, and appointed a new board chair.
The firm added a principal and consultant this month to provide investment strategy and financial planning services primarily for its foundation, endowment, nonprofit and family office clients.
The firm has hired a head of exchange traded funds to steer the development of its foray into the ETF market due to the strategies growing popularity and versatility in the investment landscape.
Mark Baumgartner, cio of the $4.2 billion Carnegie Corporation of New York, will leave the organization in the fourth quarter to join the Dalio Family Office as its next investment head as its cio will transition to the role of senior advisor.
The institution added several new members to its board of trustees, including two members to its investment committee, which oversees its more than $1 billion endowment.
The foundation has elected two new members to its board of trustee with venture capital experience.
The treasurer’s office hired a firm to handle the inaugural investment within its infrastructure impact investment program after hiring an investment advisor to oversee the program earlier this year.
A former Blackstone director has joined the firm and is focused on portfolio management.
The acquisition adds $210 million in assets across nonprofit endowment and other clients to the firm, while expanding its presence in Northeast Wisconsin.
