Casselberry joined the Health Forward Foundation as its cio on Nov. 1, tasked with leading management of the Kansas City, Mo.-based foundation’s approximately $908.7 million endowment. He took the time to answer five questions with FIN News.
The Midwestern advisor hired a managing director, business development to extend awareness regarding the firm’s strategies and services to asset allocators.
Institutions with less than $250 million in endowment assets generated positive long-term returns in fiscal year 2025 and outperformed the same subset of institutions by 70 basis points or more year-over-year.
The nonprofit is seeking a senior director of investment systems and strategy to oversee its internal, investment data and operations system, including configuring data pertaining to asset allocation, benchmarking and performance reporting.