He first joined the firm in 2020 and serves as a portfolio manager on the firm’s mid-cap growth fund.
The managing director will head up the firm’s business development and investor relations efforts.
CIO Karl Scheer oversees the University of Cincinnati’s investment team managing the institution’s approximately $2 billion in combined endowment and other investment assets. Scheer took the time to answer 5 questions with FIN News.
The foundation has elected two new members to its board of trustee with venture capital experience.
A former Blackstone director has joined the firm and is focused on portfolio management.
The acquisition adds $210 million in assets across nonprofit endowment and other clients to the firm, while expanding its presence in Northeast Wisconsin.
The firm has launched three actively managed, equity mutual funds focused on generating competitive investment returns through responsible investing.
He leads the middle market private equity firm’s business development team.
The position will lead and provide oversight for the private markets portfolio and head a team of four.
The firm added the new client portfolio manager to its team this week.
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