Industry News
The nine-member team will provide portfolio management, retirement planning, investment consulting and other wealth management services to nonprofits and private family foundations.
The university is searching for a director of investments to help replace its deputy cio, who left this summer to join another university as its investment head to help launch an in-house investment office.
The plan’s previous executive director joined Aon last month.
Two co-portfolio managers have been added to replace him on the Total Return strategy.
The firm also promoted a new head of global buyout fund investments.
They are responsible for deal origination and execution.
The v.p.s joined the firm’s client solutions team and will focus on nonprofits and pension plans, respectively.
The firm’s ownership has passed to its operating board of directors.
The firm hired another co-lead for the infrastructure strategy in February.
The new executive director replaces Angela Rodell, who was terminated by the plan’s board on Dec. 9.