He first joined the consultant in 1999 as a senior research associate focused on domestic small-cap equity before leaving in 2003.
The expansion into the Naples, Fla. market follows the firm’s new appointments to its board of directors.
A foundation in the Mid-Atlantic region is looking for a firm to develop and implement an investment policy for a new trust fund focused on waterways in a Western state.
The district rehired the incumbent consultant for its 401(k), 457 and 401(a) retirement plans after an RFP process that yielded four total submissions.
A fund in the South began an initial review of articles of incorporation to create a special purpose governmental corporation to oversee and manage the investment fund and handle day-to-day operations.
The Florida State Senate voted to terminate and liquidate the Lawton Chiles Endowment Fund (LCEF) on April 30
A New York-based foundation is searching for a director of investments to focus on the marketable portion of its endowment.
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