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The trust hired a new investment advisor following the launch of a search in the fourth quarter of 2024 as part of “good fiduciary practice.”
The foundation has hired an associate investment director from Cambridge Associates to assist in the oversight and management of its nearly $3 billion in assets under management.
The organization hired a new v.p. for finance, administration and operations and cfo after its previous finance head left in November to join a nearby foundation in the same role.
The firm has promoted six senior investors to the role of managing director, effective April 1.
The institution is searching for an investment analyst to source new managers and conduct investment due diligence for its endowment.
The foundation retained its investment advisor after issuing an RFP last year that yielded 20 proposals.
The foundation added fixed-income strategies with an existing manager and a new international large-cap equity manager to its portfolio in the second half of 2025.
The health system’s investment management arm is looking to add a senior advisor to assist with managing and planning its cash, liquidity and treasury operations.
The plan approved recommendations to add new international bond, real estate and high-yield bond funds as underlying investment options during a February board meeting.
The institution has issued an RFP searching for a firm to serve as a discretionary advisor and direct the investment, sale and reinvestment of all assets under management.