The multi-family office and wealth manager is acquiring an RIA with more than $21 billion in assets on behalf of individual, family and institutional clients.
The fund is seeking financial service firms with bookkeeping, accounting, strategic financial advisory and accounting experience as it looks for the firm to provide strategic input on investment decisions, capital deployment timing and organizational growth projections.
The university has reissued an RFP seeking a firm to provide investment management services as well as review its investment policy and asset allocation after launching a search in the first quarter.