The foundation has launched a search for its next president and ceo as its head is set to retire in late 2023 or early 2024 after more than a decade of service.
The firm has named a new head of national sales to lead its sales and business development team after its previous head shifted to the newly created role of president of the Central division.
The global manager has appointed its global head of asset management and development for real assets as its first global head of sustainability to develop and deploy sustainability strategies across its business lines.
The firm has hired a principal to oversee its new West Coast office and provide wealth management services, wealth strategy and portfolio analysis to clients.
New managing director and head of investments joins from a nearby endowment and bolsters firm’s investment research, analysis and due diligence capabilities.