The organization has launched its search for investment managers and custodians for portfolios after approving a new consolidated investment policy statement at its Nov. 20 special board meeting.
The firm appointed the director of research within its equity capital markets to lead its research strategy, oversee research operations and further strengthen collaboration across investment banking, sales and trading.
The consulting firm appointed its partner and cio as president, effective Jan. 1, that will eventually take over the ceo role to start 2027 as the current ceo moves to a senior advisory role.