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The wealth advisory and investment firm has hired a new executive v.p. and head of wealth management as its previous head stepped down from the role to head the firm’s private client group on Jan. 1.
A fund in the South has issued an RFP seeking firms to actively manage investment funds, which are expected to include an estimated $100 million to $300 million, on a day-to-day basis and provide investment advice.
The college is searching for a v.p. for finance and administration after its previous finance head left to join a nearby university.
The foundation hired a managing director of investment research and engagement, effective Feb. 27, from a nearby institution, where he worked for more than 12 years.
Firm was established by a six-member investment team formerly of GoldPoint Partners.
The organization announced global head of credit investments and global head of private equity and strategic partnerships appointments.
Odyssey Investment Partners has named Daniel Tiemann as a managing principal and new head of portfolio operations.
The plan concluded its domestic small- to mid-cap equity manager search and made private markets commitments last week.
Plan added $90 million in total commitments across two funds with an existing manager last week.
The town rehired its incumbent for bundled provider services.