The firm has introduced a free faith-based online investment screening tool that provides access to biblical values data on over 24,000 stocks, mutual funds and exchange traded funds.
The investment analyst would help oversee the trust’s endowment and assist senior investment team members with due diligence, modeling and portfolio monitoring.
New director will carry out foundation’s investment program, audit and tax functions and oversee finance and operations following a search from earlier this year.
Firm’s treasurer was promoted to lead the investment management group, which was formed through combining its fund management, proprietary capital, high-yield and senior bridge lending groups.
The Western-based firm hired a managing director for its technology investment banking group to focus on serving clients in the infrastructure management software and cyber security sectors.