People Moves
The foundation has promoted its senior portfolio manager focused on private equity assets as deputy cio to assist its investment head in the oversight and management of its portfolio.
Vistria Group has made leadership appointments to support its continued growth.
The university hired an investment associate from an outsourced cio to help oversee its endowment and provide investment research and portfolio analysis.
The firm has named an in-house successor to its current head, who is set to retire next month after 37 years with the organization.
The plan added the role as its cio is set to retire later this year.
The new principal will lead the firm’s capital markets and leveraged finance activities.
The fixed-income research head has been with the firm since 2020.
The university has tabbed its interim cio to take over the position permanently following a national search as its previous investment head left to lead a mid-Atlantic endowment.
The firm expanded its employee ownership to include a senior v.p. and consultant, reflecting both their individual contributions and the firm’s sustained growth across the Southeast.
The wealth management and strategic advisory firm’s incumbent cio is transitioning to a new role as chair of the firm’s board of directors.
