People Moves
The plan has named a new cio ahead of the retirement of its outgoing investment chief.
The plan’s new executive director was announced at today’s board meeting.
He will lead a newly created fundamental and quantitative equity platform.
He will be responsible for the strategic planning efforts of Callan’s clients.
He will help source opportunities to provide capital to local businesses located in Louisiana, Mississippi, Texas and Oklahoma.
She will be responsible for firmwide strategy, product and corporate development.
Hire will work alongside co-cio’s to oversee all aspects of the Arlington, Va.-based firm’s investment process, portfolios and performance.
Newly created role leads the London-based firm’s North American distribution efforts.
An advisor in the Mid-Atlantic region is looking to add two staff members to its investment team to focus on manager selection in its private and public portfolios.
Team member will continue to oversee firm’s operations and advise on strategic initiatives and investments.