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He joined the firm this week from Greenhill & Co., where he served as an analyst.
The university is seeking a firm to provide record keeping, custodian, investment management, administration, communications, education and other related services for its 403(b) plan.
The health system hired a new record keeper for its 403(b) plans, 401(a) plan and 457(b) plan following a search.
The discretionary manager is searching for an investment associate to primarily handle the input and management of data and financial tools used to calculate return, risk and investment performance for client portfolios.
The individual left their role as a senior investment analyst to join the investment consultant as an associate on its private markets team last month.
The firm hired two new members to its credit and investments teams and promoted two principals to managing directors.
David Fann is departing the firm at the end of the month and has accepted a new position.
The firm added three new hires and promoted an associate to v.p. this month.
The search follows the plan rescinding a January commitment to a blockchain-focused fund.
The search for a new investment officer stems from the plan’s increased workload.