A foundation in the Mid-Atlantic region has promoted its managing director of investments to deputy cio.
He will partner with consultants to deliver asset servicing solutions to clients.
He begins June 23, subject to regulatory approval.
He joins Founding Partners Jim Momtazee and Maria Walker.
Plan will look to add an investment analyst to its team in the new year.
She will continue to serve as an advisory director.
The staff member was involved in private equity research and consulting.
The firm has also announced 12 other promotions for its investment and corporate staff.
Retirement will see the emerging market debt strategy’s co-portfolio manager take on the responsibility solely.
The new hire will be responsible for developing and strengthening institutional client relationships.