Plan is searching for a senior investment operations analyst to fill an existing vacancy.
He is responsible for evaluating new transactions, due diligence, underwriting and working with portfolio companies.
The fund’s investment strategy focuses on providing structured loans and private equity solutions.
He will provide due diligence, analytics and monitoring support.
New investment and audit committee members will provide counsel on the strategic direction of the endowment, including identifying ways to help its investments achieve positive social and environmental impact.
Cherry Lane co-founders are joining the firm and will lead its new wealth management division.
Separately, the firm hired its next ceo.
The newly created role oversees directors and advisors working in Western states.
The acquisition of the firm closed on April 15.
A foundation based in Ohio is searching for a director to oversee its alternative investment portfolio.