The new cio will oversee the firm’s fixed-income, equities, multi-asset solutions and alternative strategies, while retaining his current fixed-income portfolio management responsibilities.
The nine-member team will provide portfolio management, retirement planning, investment consulting and other wealth management services to nonprofits and private family foundations.
The university’s board of trustees voted to dissociate from 90 companies that are active in the thermal coal or tar sands segments of the fossil fuel industry in early September as part of its goal to achieve net-zero greenhouse gas emissions in its endowment.
The college savings plan will conduct searches for both investment consulting and 529 industry consulting services due to the April 2023 contract expirations of its incumbent providers.