The promotions take effect on Jan. 1.
A management company in the South has promoted its deputy cio to cio with its ceo and cio transitioning to the role of president and ceo.
New chair will succeed Robert Litterman, who served as chairman for seven years.
New appointees will support Global Head of ESG Investments Paul LaCoursiere.
A senior portfolio manager at a Northeastern foundation left in the third quarter to join a nearby endowment as its next ceo and cio.
The newly created position reports to firm’s co-CEOs.
Appointee is responsible for ESG strategic direction for the U.S. in the newly created position.
Western University Foundation adds two investment professionals to board of directors.
The founder started the small-cap equity firm in 1975.
An investment advisor’s global wealth business is searching for a cio to head its nonprofit outsourced cio business.