The university is searching for record keepers for its five defined contributions plans as it periodically reviews the programs and is considering consolidating to a single provider.
The organization is seeking an investment consultant to advise on matters related to its investments, including transaction structuring, underwriting and asset management.
The Northeast-based firm has named a managing director of strategic partnerships to work on deepening its relationship with turnkey asset management platforms and broker-dealer/registered investment advisor platform distribution teams.