People Moves
The foundation selected a new general investment consultant to oversee its portfolio after launching a search earlier this year as it had been five years since it last put the services out for bid.
The plan’s initial priority will be to conduct a global core/value equity strategy search to compare with an existing investment manager.
The discretionary advisor is seeking an investment performance reporting manager to assist in data collection and analysis.
The managing director recently left their role to join the family office of a prominent investor as its investment head.
The firm has appointed a new regional v.p. for the Eastern territory to expand partnerships with registered investment advisors, financial advisors, family offices and institutions.
The senior portfolio manager had been with the plan since 2022.
The new hire has spent the past four years at investment consultant NEPC.
The global asset manager has named Jeff Ringdahl as president.
The foundation recently promoted its senior v.p. of finance to cfo to oversee its financial functions and systems, including its investments, after its cfo left for the same role at a Southwestern community foundation.
The community foundation recently hired a new cfo to oversee the work of its finance and investment, technology and fund-operations teams.