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.
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.