The Northeast-based firm hired a partner and head of custom strategies to lead the expansion of its business and work directly with foundations, family offices and other asset owners to design, build, and deploy flexible mission-aligned capital.
The firm recently hired two senior executives to further provide its wealth management clients with sophisticated portfolio strategies and customized wealth management solutions.
Amy Hill oversees the Chicago-based foundation’s approximately $408 million investment portfolio and finances. Hill took the time to answer 5 questions with FIN News.