The firm hired a managing director and head of investor relations to lead its fundraising and investor relations activities as well as create and strengthen new and existing client relationships.
The cio of the employee-owned active equity manager will depart next year as part of a planned retirement and responsibilities will be assigned across the firm during the transition period.
The university looking to hire a v.p. for finance and operations to oversee fiscal, operational and investment duties after its finance head left last year.
The institution is looking for a firm to conduct a third-party assessment of the appropriateness and use of a risk-based capital model adopted by the 529 plan.
Hire is tasked with developing an impact investing and advisory platform for the Baltimore-based firm’s clients, which include nonprofit organizations, institutions, individuals, families and financial intermediaries.