The firm appointed its president of EMEA and global head of institutional banking and markets as co-presidents of asset serving as the current head is set to retire after 40 years at the firm.
The newly integrated division is now one of the largest in the country for institutional advisory services, strengthening retirement, outsourced cio and endowment capabilities across a unified national platform.
The firm launched an actively managed, high-conviction equity portfolio as it recognized the need for a diversified mix of energy sources to meet rising demand.
Doug Hanly joined the Louisiana State Police Retirement System as its inaugural cio in 2023 from wealth management firm Atala Financial, where he had been cio since 2021.