The discretionary advisor has hired a client services associate to support client relationships and portfolio communication across its approximately $3 billion in client assets.
On this episode of Against Consensus, host Angelo Calvello, PhD, sits down with Chris Schelling, most recently managing director on the Pan-Alts team at Aksia.
The foundation has named a new cio to oversee its more than $2 billion portfolio after they left heading the investment management at a Midwestern foundation.