The firm added a principal and consultant this month to provide investment strategy and financial planning services primarily for its foundation, endowment, nonprofit and family office clients.
The corporation has launched two RFPs seeking investment managers for its impact investment program and consultants for its fund that provides low-interest loans to real estate projects.
The foundation is searching for a senior investment associate to provide additional support to the investment team in its oversight and management of the organization’s endowment.
The firm has hired a head of exchange traded funds to steer the development of its foray into the ETF market due to the strategies growing popularity and versatility in the investment landscape.