People Moves
The wealth management firm recently hired a senior investment officer from a Southern pension system to serve as v.p. and work with clients on establishing investment guidelines and create strategic and tactical balanced portfolios to suit their needs.
The university is seeking a senior investment analyst to help oversee its portfolio and review endowment reports.
Patrick Lee has joined Vaughan Nelson Investment Management as v.p. of institutional business development.
The firm added an investment team member from Mutual of America Capital Management to focus investment research and portfolio management.
The plan is seeking active core and core-plus bond managers to handle roughly $125 million each.
The Northeast-based firm has named a managing director of strategic partnerships to work on deepening its relationship with turnkey asset management platforms and broker-dealer/registered investment advisor platform distribution teams.
The firm announced several promotions spanning its teams, including managing directors on its fund investments, real assets and client solutions groups.
The principal of investments joined in March after seven years at a nearby nonprofit, where they helped grow the institution’s assets to more than $1 billion from $250 million.
The foundation is searching for a cfo to oversee its finances and help manage its investments as the finance head hired following a search from 2020 is no longer with the institution.