The firm has hired a regional sales director to meet with nonprofits, institutions, families and individuals to convey the firm’s investment approach and solutions.
The foundation has hired a cfo to help oversee its approximately $1 billion endowment as its finance head is set to depart after more than 16 years in the role.
The foundation has promoted its executive v.p. and cfo to president and its director of finance to cfo as its current ceo is set to leave at the end of the second quarter.