Industry News
The university is searching for a director of investments to oversee its endowment and be based on the West Coast to help enhance and extend the investment team’s current network in the region.
The institution will soon conduct a search for its next treasurer and cio to oversee its cash, debt and investments after its previous treasurer and investment head left in late 2022 to pursue another opportunity.
The duo will build, grow and manage Franklin Templeton’s partnerships with both existing and prospective institutional clients.
The newly created position was filled by a professional from RMB Capital Management.
The university added a director to the investment team overseeing its endowment in the fourth quarter.
ASC Co-Founder Charles E. “Ted” Herget Jr. died on March 2.
Firm has expanded its team with the hire of Ana Goizueta as head of investor relations and marketing.
Christopher Levell retired this month after more than 18 years at the firm.
She will temporarily fill a position left vacant by Mike Barnhill, who joined the $76.7 billion Alaska Permanent Fund Corporation last month.
The firms will form Lazard Family Office Partners, which will provide strategic advice, wealth planning and investment solutions across public and private markets.