People Moves
Person is responsible for leading the practice, working with wealth advisors and other market leaders.
A religious institution in New England is searching for a cfo to oversee all financial operations as well as its operating budget and endowment.
A university in the Mid-Atlantic region is searching for an investment operations associate and investment operations analyst to help monitor its investments.
The plan will establish a search committee for a successor.
The new hires include a head of marketing and communications, four principals and a v.p.
The promotions include three new partners, a partner and cfo, a principal and a v.p.
The previous CIO has been named President and CEO.
The fund will invest in technology companies across niche sectors within large and growing markets, the firm said.