Industry News
The plan added a private credit commitment with an existing manager and named its new executive director today.
He will oversee the investment team on asset allocation, portfolio structure, and fund strategies across all traditional asset classes.
The plan has begun a search for its next executive director following the departure of its previous director last year.
The new firm will be focused on middle market software and fintech businesses.
He will help manage $6.5 billion in domestic and international equity funds and separate client accounts.
He will serve M.D. Sass accounts nationally with a focus on Midwestern markets.
The Co-CIOs will be jointly responsible for the overall strategy and positioning of the firm’s global asset allocation products.
