People Moves

The CEO succession comes as the firm intends to conduct a comprehensive strategic review.

The firm’s new managing director joins from Epoch Investment Partners.

He was most recently chairman and ceo at global contract research organization PRA Health Sciences.

He will be responsible for helping lead capital markets activities across all aspects of the investment and portfolio management processes.

Shannon O’Leary became the Saint Paul, Minn.-based foundation’s cio in May 2019, and her team has created a framework to evaluate the DEI practices of its current and prospective fund management teams for its approximately $1.9 billion portfolio. She took the time to answer 5 questions from FIN News.

Plan taps a new interim cio as the most recent was named permanent cio of its search plan.