Industry News
The duo helps clients with retirement, insurance, tax and estate planning.
The expansion into the Naples, Fla. market follows the firm’s new appointments to its board of directors.
New hires will foster new client relationships across Orange County, California.
Manager of investment operations and reporting will carry out all investment policies and manage adherence to foundation policies.
A university based in the Midwest has named the co-founder of an alternatives manager as its new board of trustees chairman.
Plan will hear presentations on at least two finalists in its general investment consultant search in May.
The plan has started its search for a new executive director after the previous director retired last month.
New senior portfolio manager joins firm from Northern Trust Asset Management.
The webinar will cover Meketa’s public markets and marketable alternatives manager research process.