The cio of a mid-Atlantic hospital is leaving later this month after more than five years in the role to purse another opportunity.
The transaction is expected to close by year-end.
62% of advisors allocated a majority of their client assets to active management.
She will oversee the firm’s diversity, equity and inclusion focused strategy.
They currently manage a EuroPacific growth fund and a world growth fund.
She will lead institutional business development in the Northeast U.S.
She will lead the firm’s capital raising initiatives across international institutional markets.
The current President and CEO will transition to serving as Chairman.
He will focus on broad thematic trends that will connect directly to the regional investment strategies.
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