Multi-Asset/Investment Advisor
The hire concludes an RFP process that began in November.
The community college affiliated foundation is searching for an investment manager to oversee and provide discretionary management for its endowment.
The RFP will be released next week due to the contract expirations of two incumbents.
The township had worked with Fifth Third Bank since 2023.
The council originally issued an RFP for the services in April.
The funds hired 14 investment managers to conclude a search for firms to help manage their portfolios from last year.
A nonprofit library based in the Midwest is looking to select a banking and investment services provider.
The firm will provide services for the city’s $235 million long-term investment and roughly $22 million debt proceeds portfolios.
The city expects to see council action on a finalist in November.
The plan is seeking an investment manager to handle its entire balanced portfolio.