Industry News
The firm’s current cio for public markets will retire at the end of 2024.
Firm added to its new Philadelphia office with a managing director hire.
He officially took on the newly created role in April.
The wealth management firm recently acquired three private advisory groups and has added an associate portfolio manager for its U.S. small and small- to mid-cap equity strategies.
The woman- and- minority- owned firm added an operating partner as part of its approach to support profitable companies facing a transformational growth event.
The foundation recently hired its next cio to oversee its investment, cash management and debt management functions.
The foundation has hired the former v.p. of finance and operations at Sarah Lawrence College to serve as its cfo and help oversee its finance and investments.
The firm recently filled the newly created role of president to oversee its strategy, offerings and firm-wide integration.
New public funds practice head first joined the firm in 2016 and was named partner in 2020.
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