The wealth management firm has hired a seven-person team led by four managing directors and wealth managers to provide portfolio management, retirement planning, investment consulting and other wealth management services to nonprofits, private family foundations and other clients.
The director has left the institution to join an alternatives firm as a managing director focused on investments across non-corporate debt and real assets.
The firm has added a four-person wealth management team to provide portfolio management, retirement planning, investment consulting and other wealth management services to nonprofits, private family foundations and other clients.
The college savings plan hired a new executive director following a search after its previous head left in November to join a municipal financial advisory firm.