People Moves
The firm has lifted five new employees from Aviva Investors.
The plan’s current general manager will retire at the end of this quarter.
Dana Emery will relinquish her chair and ceo titles at the end of this year after more than 40 years with the firm.
The institution is seeking a managing director to spearhead investments in oncology-focused startups and source, evaluate and negotiate early-stage investment opportunities.
The firm has expanded its executive leadership team by promoting three v.p.s to head of client development, head of human resources and office services and general counsel.
Plan’s previous deputy director was promoted last quarter.
Domain Timber Advisors made a series of leadership changes effective Jan. 1.
He was appointed to the role in 2023 for the institutional outsourced cio practice of U.S. Bancorp Asset Management, housed within PFM.
The firm has promoted two team members as managing directors on its healthcare and investor relations teams.
The firm has named a new president and ceo after hiring a senior managing director within its RIA-focused business.