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A 529 plan in the Midwest has named its cfo and cio as its permanent executive director following a recent retirement.
The principal is responsible for business development and the hire establishes GoldenTree’s physical presence in California.
The town is seeking record keeping and administration services for its 401(a), 401(k), 457 and Roth IRA plans.
The managing director focuses on the performance and expansion of Pretium’s single-family rental vehicles as a member of its real estate team.
The firm closed its fourth growth fund at its hard cap of $730 million with all of the investors from the firm’s predecessor fund returning.
The alternative investment firm has added a head of institutional distribution to its team to oversee its sales and marketing efforts.
The plans currently work with general investment consultant Advanced Capital Group, which was rehired in 2016 following a similar RFP process.
The Lone Star State-based fund added an international value equity mandate to complement its growth-focused managers.
The city issued an RFP late last year for due diligence purposes.
The city is searching for advisory and consulting services for its 457 plan.