People Moves
An investment management company in the South promoted a director to cio in the fourth quarter as its ceo and cio left to join a private equity firm.
The firm’s president will be promoted to ceo following his departure.
Plan is searching for a senior investment operations analyst to fill an existing vacancy.
He is responsible for evaluating new transactions, due diligence, underwriting and working with portfolio companies.
He will provide due diligence, analytics and monitoring support.
New investment and audit committee members will provide counsel on the strategic direction of the endowment, including identifying ways to help its investments achieve positive social and environmental impact.
The newly created role oversees directors and advisors working in Western states.
A foundation based in Ohio is searching for a director to oversee its alternative investment portfolio.
CFO will manage the university’s finances and help oversee its endowment.