People Moves
He will be responsible for sourcing, structuring, transactional due diligence, monitoring and management.
The appointment follows the death of Executive Director and CIO David Villa.
The two will work together in broadening the global investor base, strengthening current and establishing new lending relationships, launching new investment strategies and cultivating and attracting high-quality talent.
He will serve as a technical resource to the firm’s existing and prospective clientele in interpreting portfolio positioning and portfolio risk exposures.
The new partner will lead sourcing, evaluation and execution of investments as well as support portfolio companies.
He will support the private equity firm’s efforts in sourcing and evaluating new investment opportunities.
Okabena Investment Services has appointed a new cio to lead its investment function and have overall responsibility for its taxable and tax-exempt investment programs.
A college based in the South is searching for a senior investment analyst to help oversee its endowment.
An endowment on the West Coast has named its next cio following the planned retirement of its current cio and is searching for an impact investment analyst for its impact investment portfolio.
A fund in the Rocky Mountain region is searching for an investment analyst to assist in the management of its investment portfolio.