New director and cio takes on position on a permanent basis after serving in an acting capacity for nearly a year.
Plan welcomed back an investment analyst amid several promotions enacted in the nine months since its new cio joined.
The fund will focus on deploying capital across existing and new platforms with trusted partners that allow for repeatable and scalable investments.
The fund targets companies in the lower middle market.
Appointment follows March resignation of incumbent cio.
The new office will focus on identifying and partnering with management teams of fast-growing software companies.
The transaction is expected to close in the second quarter.
He will oversee the firm’s dedicated aviation finance and treasury teams.
She will be responsible for promoting the firm’s investment products and consulting solutions.
First director of impact investment strategy will lead and direct the fund’s endowment after it updated its investment strategy to align the management of the portfolio with its mission and values, including racial, social and economic justice.