Announcements
The firm added a six-person team based in Los Angeles to provide portfolio management, retirement planning, investment consulting and other wealth management services to nonprofits and private family foundations, among other clients.
The firm hired a v.p. to provide consulting services to nonprofits and other investors.
The firm announced the expansion of its executive leadership team with the appointment of a chief data officer, who has held the role since 2019.
The firm announced the appointment of its next president to help lead its strategic direction and corporate growth following the planned departure of current president.
The foundation announced its next president and ceo to lead its operations and strategies as its previous head is set to retire after more than 14 years at the organization.
The fund made an undisclosed commitment to an impact fund focused on Black- or Latinx-owned entrepreneurs and businesses in the St. Louis-area.
The firm added a managing director in Chicago for its real estate team.
The university hired a new cfo earlier this month after its previous finance head left to join a nearby community foundation at the beginning of the year.
The firm has named a co-cio and head of institutional services as its ceo and president, respectively, as its president and ceo is set to retire at the end of the year and become board chair.
The foundation hired a new cfo at the beginning of the year to succeed its previous finance head, who retired after 22 years of service.