The San Francisco-based firm hired two managing directors and wealth managers to provide portfolio management, retirement planning and investment consulting services to nonprofits.
The foundation has added a venture capital firm targeting minority tech entrepreneurs to its portfolio as it looks to boost its impact investment portfolio.
The firm named a market president based in Palm Beach, Fla. to oversee investment management, banking, lending, wealth planning and fiduciary services in the Palm Beach area.
The firm hired a senior managing director and head of responsible investing strategy and solutions to support its growth and expertise in the responsible investing space.
The discretionary manager is searching for an investment associate to primarily handle the input and management of data and financial tools used to calculate return, risk and investment performance for client portfolios.