The plan agreed to advance a general investment consultant RFP and retain its private equity advisor.
He left the firm on July 30.
He will oversee the firm’s U.S. institutional direct sales, consultant relations and relationship management teams.
The current director is retiring in January.
He will lead a team focused on making direct investments in private companies across North America and Europe.
They will initially target opportunities in the direct lending segment.
He will focus on origination for the firm’s credit strategy in the Southeast U.S.
His day-to-day responsibilities have been assumed by other team members.
He will lead all aspects of sales, consultant relations, client service and marketing.
A university in the South is conducting a national search for a cio as its first investment head retired this month after 15 years in the role.