People Moves
The firm has added a four-person wealth management team to provide portfolio management, retirement planning, investment consulting and other wealth management services to nonprofits, private family foundations and other clients.
Incumbent cio will retire this year after 12 years in the position.
The senior private markets director departed last month after being promoted earlier in the year.
Jon Morgan has joined Orchard Global as head of consultant relations.
The plan’s current administrator is retiring this week.
The managing directors have been with the private equity firm for nearly 10 years.
The college savings plan hired a new executive director following a search after its previous head left in November to join a municipal financial advisory firm.
The wealth advisory and investment firm has hired a new executive v.p. and head of wealth management as its previous head stepped down from the role to head the firm’s private client group on Jan. 1.
The college is searching for a v.p. for finance and administration after its previous finance head left to join a nearby university.
The foundation hired a managing director of investment research and engagement, effective Feb. 27, from a nearby institution, where he worked for more than 12 years.