The firm hired its next ceo to oversee its strategic direction, business operations and organizational growth after its previous ceo retired after seven years of service.
The foundation added an investment operations analyst this summer to help with cash management and reconciliation, data management and provide investment operations and manager support.
The institution is searching for a senior investment operations analyst to be responsible for daily investment analysis, cash flow forecasting, investment operations, endowment operations and performance reporting.
The acquisition adds approximately $1.1 billion in assets on behalf of individuals, high-net-worth individuals, trusts, estates, charitable organizations and businesses.
The senior managing director will advise foundations, endowments and nonprofit institutions on investment strategy, asset allocation, portfolio construction and risk management.