November 7, 2023

Princeton University Investment Company Names Vincent Tuohey as Next President

Vincent Tuohey, investment director on the Global Investment staff at the Massachusetts Institute of Technology’s Investment Management Company, has been named the next president of Princeton University Investment Company (PRINCO). PRINCO manages the University’s $34.1 billion endowment through a network of 70 investment partnerships worldwide. Touhey will succeed Andrew Golden, current PRINCO President, who is retiring at the end of the academic year. David Barrett Partners supported the University’s search.

October 19, 2023

Mott Foundation Appoints Nancy Orr as Vice President for Investments and Chief Investment Officer

The Charles Stewart Mott Foundation has hired Nancy Orr as Chief Investment Officer to manage its $3.7 billion foundation. She most recently served as CIO of Fiduciary Counselling Inc. in St. Paul, MN. Orr will succeed Jay Flaherty, who has been with the foundation since 2007 and will stay on until January 2024 to ensure a smooth transition.

July 7, 2023

Virginia Tech Hires David Greenberg as New CIO

Virginia Tech Foundation has hired David Greenberg as chief investment officer to manage Virginia Tech’s $2.8 billion endowment. Greenberg joins VTF from The California Endowment in Los Angeles where he served as chief investment officer of its $4 billion diversified portfolio. Virginia Tech Foundation engaged David Barrett Partners to assist in the search.

June 8, 2023

Mott Foundation’s CIO Jay Flaherty Retires and Recruiting has Begun for His Successor

Jay Flaherty, Chief Investment Officer of the Charles Stewart Mott Foundation, is retiring after nearly 16 years. Flaherty has spent much of his career working for the $3.7 billion foundation and was named CIO in 2013. The foundation grew by more than $1 billion under his tenure. The Mott Foundation has engaged recruitment firm David Barrett Partners to search for Flaherty’s successor and Elizabeth Havens is the recruiter for this role.

June 8, 2023

AB Recruits Michelle Ladd as Retail Head of Alts Product Development

AllianceBernstein has recruited Michelle Ladd into a newly-created role as Head of Retail Product Development for Alternatives. In partnership with investment, business development, marketing, legal and distribution teams, Ladd will be responsible for delivering public and private alternative investment strategies to retail investors. Ladd joins AllianceBernstein from Oaktree Capital Management where she was Senior Vice President of Product Management since 2016. David Barrett Partners assisted AllianceBernstein in the search.

April 14, 2023

Princeton Endowment President Andrew Golden to Retire in 2024

Andrew K. Golden, president of the Princeton University Investment Company (PRINCO), will retire from his position on June 30, 2024. Since Golden joined PRINCO in 1995, the endowment has grown tenfold. Princeton’s endowment was valued at $35.8 billion for the fiscal year that ended June 30, 2022. Its annualized return during Golden’s tenure has been 12.6%. Princeton has engaged recruitment firm David Barrett Partners to search for Golden’s successor over the coming year.

February 10, 2023

Brandeis University Names Tarek Saghir as Chief Investment Officer

After an external search, Brandeis University has named Tarek Saghir as Chief Investment Officer. Saghir has served as the University’s interim CIO since Nicholas Warren left in March 2022 to become Glenmede’s CIO. As CIO at the University, Saghir will oversee the management of roughly $1.2 billion in assets, as well as a four-person team. Prior to joining Brandeis, Saghir was a Principal at GroveStreet, where he focused on fund investing and co-investing in buyouts, growth equity and venture capital. Before this, he worked at the Canada Pension Plan Investment Board (CPPIB) in a public market investment role, and as a consultant at McKinsey & Co. David Barrett Partners assisted Brandeis University in the search.

January 18, 2023

Cohen & Steers appoints Kimberly LaPointe as Executive Vice President and Head of Wealth Management Consulting Group

Cohen & Steers has named Kimberly LaPointe as Executive Vice President and Head of the Wealth Management Consulting Group. Reporting to Dan Charles, Head of Global Distribution, LaPointe will lead teams focused on the RIA, broker-dealer, U.S. private bank, multi-family office, OCIO and DCIO channels. With over thirty years of financial services experience, LaPointe joins Cohen & Steers from PGIM where she served as Executive Vice President and Head of PGIM Investments International and led the firms expansion into Europe and Asia. Prior to PGIM, LaPointe held roles at JP Morgan Asset Management and Dean Witter InterCapital. David Barrett Partners assisted Cohen & Steers in this search.

January 4, 2023

The Museum of Modern Art (MoMA) has appointed Lou Fernandes as new CIO

The Museum of Modern Art (MoMA) in New York City, has appointed Lou Fernandes as Chief Investment Officer. Working closely with the investment committee, Fernandes will manage the museum’s endowment, pension and retirement plan. With over twenty years of finance and investment experience, Fernandes joins MoMA from NYU’s Investment Office where he served as Managing Director of Investments for 6 years. Prior to NYU, Fernandes held roles at Hall Capital Partners, Yahoo!, McAfee, and Intel Corporation. David Barrett Partners assisted MoMA in this search.

September 7, 2022

Christoph Hofmann was appointed Head of Distribution of Alger Management, LLC and President of Fred Alger Company LLC

On September 7, 2022, Fred Alger Management, LLC (Alger), a $26 billion growth equity investment manager, announced that Christoph Hofmann has joined the firm as its Chief Distribution Officer and President of Fred Alger & Company, LLC, the distributor of the Alger Funds. Reporting to Alger’s CEO and Chief Investment Officer, Dan Chung, Hofmann will lead the global sales, marketing and distribution efforts of Alger’s projects across all its channels. With 24 years of financial services experience, Hofmann joins Alger from Ashmore Group where he served as the Global Head of Distribution for 12 years. He was responsible for Ashmore’s global institutional and retail intermediary business. Prior to Ashmore, Hofmann held management roles at Allianz Global Investors and PIMCO Advisors; he also has experience at Nestle and McKinsey & Company. David Barrett Partners assisted Alger in this search.

August 31, 2022

Cedars-Sinai appoints Pasy Wang as first-ever Chief Investment Officer

Effective August 31, 2022, Pasy Wang was appointed Chief Investment Officer of Cedars-Sinai in Los Angeles. As Cedars-Sinai’s inaugural Chief Investment Officer, Wang has the task of designing and managing Cedars-Sinai’s investment portfolio and leading the newly created Investment Office. Wang joins Cedars-Sinai from California Institute of Technology (Caltech), where she was Senior Managing Director of Investments for the University’s Investment Office. She had a key investment leadership role in the management and growth of Caltech’s endowment, which tripled its size from $1.5 billion to $4.5 billion over 12 years. Prior to Caltech, Wang held positions at Pacific Alternative Asset Management Company and Deloitte Consulting. David Barrett Partners assisted Cedars-Sinai in this search.

August 22, 2022

Fordham University names Geeta Kapadia as Chief Investment Officer

Geeta Kapadia was appointed Chief Investment Officer of Fordham University as of August 22, 2022. She will manage the University’s $1 billion endowment succeeding Eric Wood who retired in November 2021. A key member of the University’s executive leadership team, Kapadia will be responsible for devising the university's investment strategy in collaboration with the Board of Trustees Finance and Investment Committees and Fordham’s senior financial leadership team. Kapadia joins the University from Yale New Haven Health System, the largest health care system in Connecticut, where she was the associate treasurer for investments and led a team that oversaw the academic medical center’s $5.7 billion in assets and the YNH Health System’s $3.8 billion in defined contribution retirement assets. Previously, she held positions at Mercer Investment Consulting, CapMetrics Technology Solutions and Stratford Advisory Group. David Barrett Partners assisted Fordham University in this search.

July 25, 2022

Abilene Christian University names Joe Lee as Chief Investment Officer and President

Effective July 25, 2022, Joseph “Joe” Lee was appointed Chief Investment Officer and President of Abilene Christian Investment Management Company. He will manage the University’s nearly $700 million endowment succeeding Jack Rich, ACU CIO, who is retiring at the end of 2022 after more than 30 years of service. Lee joins ACU from Strait Lane Capital Partners, a Dallas-based family office where he was a Managing Director responsible for all investment activities. Previously, he held senior investment positions at HBK Capital Management, JANA Partners and Fortress Capital Group. David Barrett Partners assisted ACU in its national search.

July 19, 2022

T. Rowe Price has appointed two defined contributions Senior Executives: Meenu Annamalai and Jessica Scalfani

T. Rowe Price, a leading global investment management firm, has appointed Meenu Annamalai as Vice President, Senior Institutional Client Executive and Jessica Sclafani as Senior Defined Contribution Strategist to support the Americas institutional defined contribution investment only business (DCIO). Based in San Francisco, Annamalai will service DC plan sponsor clients located in the West and Central United States and engage with consultants, advisors, and DC organizations. Previously she was Mercer’s defined contribution leader for the West market. Sclafani will be responsible for driving America’s DC research and thought leadership agenda contributing to overall DCIO strategy and to brand-building more generally as a subject matter expert. Boston-based, she was most recently DC strategist for MFS Investment Management’s Investment Solutions Group. David Barrett Partners assisted T. Rowe Price in executing both searches.

June 16, 2022

Partners Capital has appointed Christoph Günther as Head of Public Equities and Dr. Michael Viehs as Global Head of Sustainable Investing

Partners Capital, a leading global Outsourced Investment Office with $48 billion in client assets under management, has announced the appointment of Christoph Günther as Head of Public Equities and Dr. Michael Viehs as Global Head of Sustainable Investing. Based in New York, Günther will lead the firm’s public equities investment strategy where he will focus on building deep asset manager relationships. He joins from Goldman Sachs Asset Management where he was an Executive Director in the AIMS group. Based in London, Viehs is tasked with integrating ESG and sustainability efforts into investment processes across the firm’s asset classes. He joins from Federated Hermes Limited where he was Head of ESG Integration. David Barrett Partners executed both searches.

June 8, 2022

University of St. Thomas has appointed Sonali Dalal as Chief Investment Officer

The University of St. Thomas in St. Paul, Minnesota has appointed Sonali Dalal as Chief Investment Officer to lead the University’s new in-house Investment Office effective August 2022. In this new position, Sonali will oversee the $900 million endowment working with the University’s Investment Committee. She is currently Deputy Chief Investment Officer at Penn State University. David Barrett Partners executed the search.

March 29, 2022

Morgan Stanley has appointed two Global Heads of ETFs:  Anthony Rochte and Allyson Wallace

Morgan Stanley Investment Management has appointed two Global Heads to launch its first Exchange-Traded Fund platform. As of March 29, 2022, the company has hired Anthony Rochte as Global Head of ETFs and Allyson Wallace as Global Head of ETFs Capital Markets. Anthony Rochte joined MSIM from Goldman Sachs where he was a Managing Director, Co-Head of GS Private Bank Select and Allyson Wallace from BlackRock where she was iShares Head of Fixed Income Product Architecture & Platform. In this new initiative, Rochte and Wallace are expected to launch MSIM’s first ETF products within a year. David Barrett Partners executed the search.

February 4, 2022

The National Geographic Society has appointed Kristi Craig as CIO

The National Geographic Society has appointed Kristi Craig as Chief Investment Officer effective February 15, 2022. In this new position, Craig will oversee the $1.4 billion endowment working with the Board of Trustees’ Investment Committee. She is currently Director of Private Investments at Georgetown University. David Barrett Partners executed the search.

January 14, 2022

GTCR appoints Andrew Johnson as Principal and Chief of Marketing and Communications

GTCR, a leading private equity firm, has appointed Andrew Johnson as Principal and Chief of Marketing and Communications, as of January 14, 2022. In this newly created position, Johnson will lead the strategic development and implementation of all marketing and communications at the firm. He joins from Finsbury Glover Hering, where he most recently served as Managing Director and advised clients in the private equity and financial services sectors. David Barrett Partners executed the search.

October 15, 2021

Andy Ward named CIO at the University of Chicago

The University of Chicago appointed Andy Ward Vice President and Chief Investment Officer, effective October 20. In this role, Ward is responsible for managing the University’s $8.6 billion endowment and managing the University’s 29-person investment team. He joins from the Boeing Company, where he served as CIO since 2009. Ward is also a University of Chicago graduate earning his MBA from the Booth School of Business in 1997.

August 24, 2021

Yale names Matthew Mendelsohn Chief Investment Officer

The Yale Investments Office announced that Matthew Mendelsohn will be the next Chief Investment Officer of the university’s $31 billion endowment. Mendelsohn joined the Yale Investments Office in 2007 and most recently served as a director with responsibility for the endowment’s venture capital assets. Mendelsohn succeeds his mentor, David Swensen, who passed away in May and who led Yale’s endowment for more than 35 years. David Barrett Partners advised Yale on the search. 

June 11, 2021

Chris Tarui joins T. Rowe Price as Alternatives Business Development Executive

T. Rowe Price has hired Chris Tarui as a Business Development Executive for a newly established Alternatives effort at the firm. In this new role, Tarui is tasked with creating and executing a global alternatives distribution strategy in partnership with T. Rowe Price’s existing client organization. He joins from PIMCO, where he most recently served as an Executive Vice President on the Institutional Client Management team.

June 3, 2021

The Howard Hughes Medical Institute names Donald Koch Vice President and CIO

The Howard Hughes Medical Institute (HHMI), the largest private biomedical research institution in the United States, has named Donald Koch Chief Investment Officer and Vice President. As CIO, he will oversee the Institute’s $21.2 billion endowment and will lead a team of 30 investment professionals. Koch has been with HHMI since 2009 and most recently served as Managing Director of Research and Portfolio Analytics, a position he has held since 2013. David Barrett Partners handled the search for HHMI.

May 19, 2021

Hector Calderon named Geolo Capital’s CIO

Geolo Capital, the San Francisco-based private equity investment arm of the John Pritzker family office, has hired Hector Calderon to serve as Chief Investment Officer. He joins Geolo from Encore Capital Management, where he led the investment team focused on real estate investments in the Western U.S. In the role of CIO, Calderon will lead the firm’s investment team with a focus on the residential and multi-family sectors, targeting ground-up development, value-add acquisitions and debt and equity investment with best-in-class operators.

May 13, 2021

ICPM launches Global Pension Powerhouses virtual series featuring women leaders in the pension industry

The International Centre for Pension Management (ICPM) has launched a new virtual series hosted by Michelle Ostermann, titled Global Pension Powerhouses, which profiles “the most powerful and experienced women in the pension industry.” The thirteen-episode series features interviews with a number of women leaders at global pensions, including Sue Brake, the first woman CIO of Australian sovereign wealth fund Future Fund.

May 12, 2021

NRECA hires Corey Amon as its next CIO

Corey Amon has been named the next Chief Investment Officer for the National Rural Electric Cooperative Association (NRECA), a national trade association representing nearly 900 local electric cooperatives, effective June 7. Amon replaces John Szczur, who is retiring, and joins the trade association from the New Jersey Division of Investment, where he served as director and CIO. Amon will oversee $25 billion in assets as NRECA’s CIO.

April 12, 2021

Lisa Howie named first CIO of Smith College

Lisa Howie was named the first Chief Investment Officer of Northampton, MA-based Smith College and will start in the role on June 28. In this role, Howie will be responsible for managing the institution’s $2 billion endowment. She joins Smith from Yale University, where she was a Director in the university’s investment office. David Barrett Partners executed the search.

March 22, 2021

Paul Ciancarelli Joins David Barrett Partners’ Boston Office

David Barrett Partners, a leading international boutique executive search firm specializing in investment and wealth management, is pleased to announce that Paul Ciancarelli is joining their Boston office as Partner.

February 19, 2021

Northwestern University selects Amy Falls as its next Chief Investment Officer

Amy Falls has been named the next Chief Investment Officer of Northwestern University's $12.2 billion investment portfolio. She will start in the role in the spring of 2021 and is the first woman to hold the position in the University's history. Falls will join Northwestern from Rockefeller University, where she has served as the Chief Investment Officer since 2011. David Barrett Partners executed the search.

January 14, 2021

Lesley Nettles and Chuck Turgeon join T. Rowe Price's U.S. institutional relationship management team

T. Rowe Price has hired Lesley Nettles and Chuck Turgeon to join its U.S. institutional relationship management team. Lesley Nettles serves as a senior public funds defined benefit specialist, where she will lead select client relationships in the Western U.S. and assist with driving the firm's public strategy nationally. She joins TRP from Fairview Capital Partners, where she served as a principal. Chuck Turgeon serves as a senior institutional business development executive supporting the Central U.S. region, where he is responsible for relationship development and expansion with large institutions. He previously served as director of institutional business development for North America at Eaton Vance.

December 17, 2020

Smith College launches search for first Chief Investment Officer

Smith College has started the search for its first Chief Investment Officer after deciding to move its endowment investment function in-house. The university's endowment value is more than $2 billion. Smith College has retained David Barrett Partners to assist with the search.

October 28, 2020

David Barrett Partners publishes "Recruiting in a Virtual World," a guide to success in hiring during the pandemic

As we continue to navigate the challenges and complexities of the global COVID-19 pandemic, Marcus Hanbury, a London-based Partner at David Barrett Partners, explores the ongoing opportunities and challenges presented by running a recruitment process using video conferencing technology. This paper considers the pandemic’s impact on the recruitment process for both candidates and clients alike and offers helpful insight on how to ensure the virtual recruitment process delivers the right outcome for all parties.

October 22, 2020

Elizabeth Havens moderates Perspectives panel on advancing diversity in the asset management industry

David Barrett Partners and KKR are co-sponsoring a Perspectives panel on Wednesday, October 28th focusing on advancing diversity in the asset management industry. Featured speakers are Jane Dietze (Brown University Investment Office), Kate Mitchell (Scale Venture Partners), Bola Osakwe (KKR) and Alexandra Nee (McKinsey & Co.). David Barrett Partners’ Elizabeth Havens will be moderating the discussion.

September 16, 2020

Bryn Mawr College hires Brooke Jones as its first Chief Investment Officer

Brooke Jones was named the first Chief Investment Officer at Bryn Mawr College, where she will be responsible for managing the college's $888 million endowment. She will join the Bryn Mawr, PA-based women's college in mid-October from the Carnegie Corporation of New York, where she served as managing director of investments. David Barrett Partners executed the search.

August 25, 2020

Future Fund hires Genevieve Murray as Head of Listed Equities

August 3, 2020

David Barrett Partners publishes "Addressing the Diversity Gap," an actionable hiring road map for asset managers

In the face of underwhelming diversity statistics among asset managers, there is an energized desire from companies to implement best practices and address their lack of diversity at all levels.

May 14, 2020

The Ohio State University names Vishnu Srinivasan its next Chief Investment Officer

Vishnu Srinivasan will be the next Chief Investment Officer of Ohio State University, succeeding VP and CIO John Lane, who will retire on June 12. As CIO, Srinivasan will manage and oversee the strategic development of the university's $4.9 billion endowment and will advise the university's President; the Audit, Compliance and Finance Committee of the Board of Trustees; the Investment Working Group; the CFO and Senior VP for the Office of Business and Finance; donors and other stakeholders related to OSU's investment portfolio and performance. Srinivasan joins OSU from the Pritzker Family Foundations, where he was a Managing Director. David Barrett Partners executed the search.

April 15, 2020

Mads Gosvig joins RPMI Railpen as Chief Fiduciary Officer

RPMI Railpen, the £30 billion ($38.5 billion) U.K. pension fund, has named Mads Gosvig to the role of Chief Fiduciary Officer. Gosvig will lead an in-house team responsible for investment strategy and risk management, tailoring investments for some 350,000 scheme members. He joins RPMI Railpen from Danish pension provider ATP Group, where he served as head of investment strategy.

April 14, 2020

Donna Snider named first CIO of Hackensack Meridian Health

Hackensack Meridian Health, a major New Jersey hospital system, has hired Donna Snider as its first Chief Investment Officer. In this role, Snider will manage a $3.3 billion investment portfolio, $3.8 billion in retirement funds, and will build an investment office. She joins HMH from the Kresge Foundation, where she served as a managing director since joining the foundation in 2009. David Barrett Partners executed the search.

January 28, 2020

Brian Rapino joins institutional insurance team at T. Rowe Price

Brian Rapino was named senior relationship manager on T. Rowe Price’s institutional insurance team, where he is responsible for both sales and client service nationally. He reports to Doug Greenstein, head of U.S. institutional business development for the Americas unit. Rapino joins T. Rowe from Goldman Sachs Asset Management, where he most recently served as a relationship manager on GSAM’s insurance asset management team covering life, health, property and casualty and reinsurance companies in the U.S. and Bermuda.

December 4, 2019

Richard Swart named first Head of Investment Risk at RPMI Railpen

RPMI Railpen, the £30 billion ($38.5 billion) U.K. pension fund, has appointed Richard Swart to the new position of Head of Investment Risk. In this role, Swart will head the fund’s investment risk function and will incorporate risk management support into RPMI Railpen’s investment teams. Swart joins from pension fund service provider PGGM in Amsterdam, where he served as Principal Risk Manager.

September 11, 2019

Raymond Chan hired as Managing Director at Blackstone Alternative Asset Management

Blackstone Group announced that Raymond Chan joined the Blackstone Alternative Asset Management (BAAM) division as Managing Director on the portfolio management and investment research team. In this role, Chan will manage the division’s $10.5 billion registered funds platform, which covers liquid, open-end, and closed-end funds. Regarding his hiring, BAAM Senior Managing Director and Co-CIO Gideon Berger noted, “Ray is a critical hire as we continue to extract the very best alternative exposures for our registered funds.” Chan spent the past 15 years at Goldman Sachs Asset Management, where he most recently served as Managing Director, Global Portfolio Solutions.

September 10, 2019

Kamehameha Schools names Tim Donohue Chief Investment Officer

Kamehameha Schools named Tim Donohue as its new Chief Investment Officer where he will oversee the school system's $8.2 billion endowment. Donohue will join Honolulu-based Kamehameha on October 21st from Columbia University's endowment, where he has served as Chief Investment Officer since 2016. David Barrett Partners facilitated the CIO search on behalf of Kamehameha Schools.

August 8, 2019

The University of Cambridge appoints Tilly Franklin as its new Chief Investment Officer

The University of Cambridge has named Tilly Franklin as its new Chief Investment Officer. Franklin is an alumna of the University and joins from Alta Advisers, a London-based investment advisory firm and family office, where she served as Director of Investments and Head of Private Equity. As Chief Investment Officer, Franklin will be responsible for managing the University’s £3.2 billion Endowment Fund, which supports academic and research activities at Cambridge.

August 1, 2019

Letitia Johnson named Chief Investment Officer at Amherst College

Amherst College has named Letitia Johnson as its new Chief Investment Officer, effective Sept. 9, 2019. In this role, Johnson will be responsible for the management of the College's $2.9 billion long-term investment pool consisting of endowments of Amherst College; the Folger Shakespeare Library in Washington D.C.; and other college reserves and will report to Chief Financial and Administrative Officer Kevin Weinman. Johnson joins from Cambridge Associates, where she most recently served as managing director and Endowment & Foundation Team lead. David Barrett Partners facilitated the CIO search on behalf of Amherst College.

July 19, 2019

Partner Elizabeth Havens quoted in the Women & Minority CIO Special Feature Issue of Emerging Manager Monthly

Elizabeth Havens comments on exposure, mentorship and retention as key aspects in encouraging more women to enter the investment space in the July 2019 Emerging Manager Monthly, noting that David Barrett Partners always attempts to present a diverse set of candidates when conducting searches. "It's not guaranteeing them the job, but giving them a seat at the table to present themselves and their capabilities. It's crucial to utilize diverse networks to find people who potentially may not have been considered for that role." On what she has seen with her clients on presenting diverse candidates, Havens adds, "Some clients track the number of diverse candidates we present, as well as those the hiring manager interviews; it's a good way to understand where potential bottlenecks are occurring."

April 1, 2019

Future Fund appoints Sue Brake to Deputy Chief Investment Officer, Portfolio Strategy

Following a global search, the Australian sovereign wealth fund Future Fund has hired Sue Brake as Deputy Chief Investment Officer, Portfolio Strategy. This is a new position at the fund reporting to Chief Investment Officer, Dr. Raphael Arndt. In this role, Brake will lead Future Fund’s Portfolio Strategy function bringing top-down perspectives on how global economic developments, financial markets and political risk will impact the fund’s portfolio. She joins Future Fund from Willis Towers Watson, where she currently serves as a Senior Investment Consultant and Head of Strategic Advisory. Future Fund’s assets total A$147 billion ($104 billion).

February 19, 2019

Tony Bagwell named Chief Investment Officer at Cook Children’s Health Care System

The Cook Children’s Health Care System, a Fort Worth-based regional health care network, has named Tony Bagwell as its new Chief Investment Officer. Bagwell will be responsible for managing approximately $2 billion in foundation assets in this role. He joins Cook Children’s from Columbia University’s endowment, where he has worked for the past 17 years, most recently as a managing director. Executive recruiting firm David Barrett Partners facilitated the search.

January 29, 2019

The Mother Cabrini Health Foundation appoints Colin Ambrose as its first Chief Investment Officer

The Mother Cabrini Health Foundation has selected Colin Ambrose as its first Chief Investment Officer. The New York-based foundation has $3.2 billion in assets, making it one of the country's largest grant-making foundations. In the role of CIO, Ambrose will be responsible for building an investment portfolio and an investment team. Ambrose joins Mother Cabrini from the UJA-Federation of New York where he served as CIO, a position he held since 2009. Executive recruiting firm David Barrett Partners facilitated the search.

December 14, 2018

David Lee named first Chief Investment Officer of the Chan Zuckerberg Initiative

The Chan Zuckerberg Initiative (CZI) announced that David Lee will join the philanthropy as its first Chief Investment Officer in early 2019. In this role, Lee will oversee the $10 billion portfolio and will report to CZI’s investment committee chaired by Yale University CIO David Swensen. David Lee joins from the Princeton University Investment Company where he was a managing director. The Chan Zuckerberg Initiative was launched in 2015 by Facebook Co-founder Mark Zuckerberg and his wife Priscilla Chan, with a focus on accelerating progress on three core initiatives: science, education, and justice and opportunity. Executive recruiting firm David Barrett Partners facilitated the search.

September 19, 2018

RPMI Railpen names Ted Jennings Senior Investment Manager on Private Markets Team

RPMI Railpen has appointed Ted Jennings to the newly created position of Senior Investment Manager for the pension's Private Markets team. In this role, Jennings will head the Defensive Team and will be responsible for Railpen's Long-term Income Fund, which launched in 2016 to look for returns from less liquid assets with more predictable cash flows. Railpen manages assets of the £28 billion ($36.6 billion) Railway Pension Scheme, London. Jennings comes to Railpen from Aviva where he was Portfolio Manager for the Alternative Income Solutions Fund.

September 12, 2018

Michelle Ostermann named Chief Fiduciary Officer, Investments at RPMI Railpen

RPMI Railpen announced that it has appointed Michelle Ostermann in the new position of Chief Fiduciary Officer, Investments. She will oversee investment strategy and risk appetite of the £28bn railway pension schemes and define the range of RPMI Railpen's internally managed pooled funds. Ostermann brings 25 years of experience in the Canadian pensions, investment and insurance industries to the role. Prior to this appointment, she served as the Senior Vice President, Corporate & Investor Relations at British Columbia Investment Management.

August 24, 2018

Cook Children's Health Care launches CIO search

The Fort Worth foundation, with $2 billion in assets under management, has retained David Barrett Partners to assist with the search.

August 9, 2018

Aberdeen Standard Investments names David Lam as Head of Hong Kong

David Lam, previously Chairman of the Advisory Board at Carret Private Investments, has been appointed Head of Hong Kong for Aberdeen Standard Investments. In this role, Lam will be responsible for managing the Hong Kong team and driving long term growth strategy for the business. He will report to Ian Macdonald, Deputy Head of Asia Pacific at Aberdeen Standard Investments.

June 29, 2018

University of Pittsburgh appoints Greg Schuler as Chief Investment Officer

The University of Pittsburgh's Board of Trustees approved the appointment of Greg Schuler as the University's new Chief Investment Officer to handle the investment and management of the University's endowment. Prior to this appointment, Schuler served as the CIO and treasurer for BJC Healthcare, a nonprofit healthcare organization based in St. Louis, Missouri.

January 30, 2018

Robeco appoints Tom Keenan as Head of Wholesale Asia ex-Japan at Robeco

Robeco has named Tom Keenan as Head of Wholesale Asia ex-Japan. Based in Singapore, he will report to Graham Elliot, Head of APAC Distribution and will focus on expanding relationships with intermediaries including banks and wealth managers, insurance companies and independent financial advisors in the region. Prior to Robeco, Keenan was Head of Private Bank & Wealth Distribution for Asia ex-Japan, based out of Singapore, and Head of iShares ETF Specialist Sales in Hong Kong for BlackRock.

September 14, 2017

Vanessa Bailey (1966 - 2017)

It is with a heavy heart that we report that our friend and colleague, Vanessa Bailey, passed away on August 16, 2017 after a tenacious, courageous and private battle with cancer.

September 7, 2017

Maureen Beshar appointed Head of Robeco US

Maureen Beshar has been appointed Head of Robeco Institutional Asset Management US Inc. She will oversee Robeco's strategic business expansion in the US market and lead the sales and client relationship management effort from Robeco's newly opened New York office. Prior to joining Robeco Maureen was Executive Committee Member and Head of Global Institutional Distribution, Client Service and Marketing at Nuveen Investments.

August 10, 2017

David Barrett Partners conducts global external review for Wellcome Trust, the UK's biggest charity

David Barrett Partners conducted a global external review for the Wellcome Trust in connection with internal appointments to newly defined investment leadership roles as Danny Truell, Chief Investment Officer since 2005 and Managing Partner, becomes Emeritus Partner later this year. Nick Moakes has been appointed Managing Partner and Chief Investment Officer and Peter Pereira Gray has been appointed Managing Partner and Chief Executive Officer, Investments. Wellcome Trust is the UK's largest charity with assets under management of approximately £21 billion.

July 31, 2017

Robeco appoints Shiro Tsubota as President of Robeco Japan

Robeco has named Shiro Tsubota as President and Representative Director for Japan. He reports to Graham Elliot, Head of APAC Distribution in Hong Kong and will focus on expanding Robeco's Japan business as well as current investment strategies for Japanese investors. Prior to Robeco, Tsubota was Chief Executive Officer for Henderson Global Investors Japan.

June 16, 2017

UTIMCO names Britt Harris as CEO and Chief Investment Officer

The University of Texas/Texas A&M Investment Management Company (UTIMCO) has named Thomas Britton "Britt" Harris IV as CEO and chief investment officer to oversee more than $40 billion in assets under management. A graduate of Texas A&M, Harris was previously chief investment officer of the Teacher Retirement System of Texas with $140 billion in assets. UTIMCO's Search Committee engaged David Barrett Partners in a nationwide search.

March 23, 2017

Trends in Private Equity Recruiting

Human Capital: The Indispensable Asset Class is a periodic newsletter published by David Barrett Partners focusing on noteworthy human capital developments in our practice areas. Private Equity Recruiting is the first in the series highlighting themes for 2017.

March 13, 2017

Dartmouth College Appoints Alice Ruth, a Former Money Manager for Michael Bloomberg, as New Endowment Chief

Dartmouth College has hired Alice Ruth as chief investment officer to oversee its $4.5 billion endowment. A Dartmouth alumna, Ruth was previously chief investment officer of Willett Associates, Michael Bloomberg's family office and family foundation. David Barrett Partners assisted Dartmouth with the search.

January 30, 2017

Leading Private Equity Recruiter Appointed Senior Advisor to David Barrett Partners

David Barrett Partners is pleased to announce the appointment of Vanessa Bailey to a senior advisory capacity at the firm, providing it with expanded private equity practice to augment its search capabilities for family offices, traditional asset managers and endowments/foundations.

January 11, 2017

TIFF Names Robert Zion Chief Operating Officer

Robert Zion, Chief Operating Officer at Hirtle Callaghan & Co., has been named to the new position of Chief Operating Officer at The Investment Fund for Foundations (TIFF). He will report to Richard Flannery, Chief Executive Officer, and join the five-member TIFF Management Committee. David Barrett Partners assisted TIFF with the search.

November 30, 2016

T. Rowe Price Names Andrew Astley as Global Head of Product

T. Rowe Price Group has hired Andrew Astley as global head of product, effective January 23, 2017. He will collaborate with the firm's investment and distribution teams to develop product strategies for U.S. Equity, Global/International Equity, Fixed Income, and Asset Allocation.

November 9, 2016

Dartmouth's Pamela Peedin to Step Down as CIO; Search Underway

The College has hired executive search firm David Barrett Partners to assist with the search.

September 29, 2016

Harvard Management Company Names Columbia's Narv Narvekar CEO

David Barrett Partners conducted the CEO search for HMC which manages Harvard's $36 billion endowment.

September 27, 2016

Harvard Management Company engages David Barrett Partners to conduct CEO search

HMC's president and CEO, Stephen Blyth, has announced his resignation for personal reasons from the $37.6 billion endowment, effective immediately. Chief operating officer Robert Ettl continues as interim CEO and David Barrett Partners has been hired to find a permanent replacement.

June 24, 2016

Cystic Fibrosis Foundation Hires OMERS Exec as CIO

Jack Mahler selected for one of the most sought-after CIO roles: to create a multi-billion dollar portfolio from a clean slate for the non-profit. David Barrett Partners conducted the search.

April 18, 2016

Johnson & Johnson Picks Pension CIO

Exelon's Neil Roache has been named CIO of the Johnson & Johnson Pension Trust.

October 14, 2015

David Barrett Partners Celebrates 10 Years and Announces the Opening of its Hong Kong Office

David Barrett Partners, a leading global boutique executive search firm specializing in investment and wealth management, is pleased to announce that, as it marks its 10th Anniversary, it is expanding to Asia, adding to its existing presence in the global financial centers of New York, London and Boston.

October 6, 2015

Elizabeth M. Hewitt to Join Alfred P. Sloan Foundation as Chief Investment Officer, Senior Vice President

The Board of Trustees of the Alfred P. Sloan Foundation has announced that Elizabeth M. Hewitt will join the Foundation as Senior Vice President and Chief Investment Officer. Ms. Hewitt was selected after an extensive six-month search conducted by the CIO Search Committee and ably assisted by David Barrett Partners, LLC. The Foundation's endowment was is valued at approximately $1.9 billion as of June 30, 2015.

September 28, 2015

Alaska Permanent Fund Loses CIO to OCIO

Jay Willoughby, who joined as CIO at the Alaska fund four years ago, will take the CIO slot at the Investment Fund for Foundations (TIFF), a nonprofit outsourced CIO (OCIO) shop, in October. Willoughby's innovation at a large fund like Alaska, his team-building skills and his prior work in client-facing roles made him an especially appealing candidate, says executive recruiter David Barrett, who conducted the search for TIFF. "He really raised the bar at Alaska," Barrett says, adding that Willoughby's team management skills created an attractive group in Alaska.

September 18, 2015

David Barrett and Anne Keyser featured in cover story of Chief Investment Officer magazine

When polled by Chief Investment Officer magazine, investment industry leaders positioned David Barrett Partners as one of the of the most influential investment management search firms in the United States. Anne Keyser and David Barrett were hailed as "executive recruiting's hot hand" in the cover story of Chief Investment Officer magazine: The Talent Allocators.

July 24, 2015

Elizabeth Havens Joins David Barrett Partners' New York Office

David Barrett Partners, a leading international boutique executive search firm specializing in investment and wealth management, is pleased to announce that Elizabeth Havens is joining their New York office.

April 24, 2015

David Barrett Partners Nabs Asset Management Recruitment Vet

David Barrett Partners has named Bob Gorog as a partner at the firm's Boston office. Gorog has more than 25 years of executive recruiting experience in asset and wealth managment and specialty hedge fund practices. He previously worked with several partners at his new firm including its founder David Barrett. Gorog has recruited CIOs, portfolio managers and research professionals as well as distribution leaders at both traditional and alternative asset managers. He will continue that work at David Barrett Partners.

March 25, 2015

BP America CIO leaves for post with American Red Cross

Gregory Williamson was named chief investment officer of American Red Cross to oversee $6.13 billion in investment assets. Williamson was recruited for the position by David Barrett Partners. At BP, Williamson oversaw $18 billion in assets, including $8 billion in defined benefit and 401(k) assets.

March 23, 2015

Robert Wallace Named CEO of Stanford's Endowment

Stanford Management Company (SMC) has named Robert Wallace as chief executive officer and chief investment officer. With endowment assets of $21.4 billion, SMC is the fourth-largest U.S. endowment by assets. Wallace is chief executive officer and chief investment officer of Alta Advisors overseeing the global, multi-asset-class investment program of this London-based private investment firm. Prior to joining Alta in 2005, Wallace worked at Yale Investments Office.

September 29, 2014

William Reeser appointed Chief Investment Officer of University of Florida Investment Corporation

The University of Florida Investment Corporation has appointed William Reeser as chief investment officer to oversee $2.7 billion in assets. The University worked with David Barrett Partners as a consultant on this national search. Reeser was previously CIO of the investing arm of the St. Jude Children's Research Hospital in Memphis, TN.

June 16, 2014

Morgan Stanley Investment Management hires Aiden Redmond as head of U.S. Institutional Sales

Aiden Redmond has been named managing director and head of U.S. institutional sales at Morgan Stanley Investment Management, a new position, reporting to Paul Price, global head of distribution. Previously, Redmond was head of institutional sales at Delaware Investments.

February 14, 2014

Eaton Vance appoints Edward Perkin Chief Equity Investment Officer

February 11, 2014

John Knapp Joins David Barrett Partners from Egon Zehnder

David Barrett Partners, the boutique executive search firm specializing in investment and wealth management, is pleased to announce that John Knapp is joining their New York office as Partner.

January 23, 2014

Jagdeep Singh Bachher appointed Chief Investment Officer of University of California

The University of California Board of Regents has appointed Jagdeep Singh Bachher as chief investment officer, Office of the President to oversee $80 billion in assets that encompasses UC's pension, endowment, short term and total return investment pools. Bachher was chosen following an international search. He has been with Alberta Investment Management Corp since 2009, currently serving as executive vice president, venture and innovation.

August 13, 2013

Cohen & Steers Announces Addition of Real Assets Strategist and Portfolio Manager Vince Childers

Cohen & Steers, Inc. announces that Vince Childers, CFA, has joined Cohen & Steers, effective August 12, 2013, to lead the firm's real assets investment strategies. Mr. Childers joins Cohen & Steers from AllianceBernstein where he co-managed $2.3 billion in real assets investment strategies, including the AllianceBernstein Real Asset Strategy Fund.

July 22, 2013

Vanderbilt names Anders Hall vice chancellor for investments and chief investment officer

After a national search, Anders W. Hall has been named Vanderbilt University’s new vice chancellor for investments and chief investment officer, effective Sept. 3 and pending Board of Trust approval. Hall will join Vanderbilt from Duke University, where he currently serves as head of public securities. At Vanderbilt, Hall will oversee the Vanderbilt investment office, responsible for managing the university’s $4 billion endowment.

February 6, 2013

Charles Van Vleet named Chief Investment Officer of Textron

Charles Van Vleet was named Assistant Treasurer and Chief Investment Officer of Textron, Inc (NYSE:TXT) overseeing $8 billion defined benefit and 401(k) plan assets in the U.S., Canada and U.K. He was previously Director Pension Investments at United Technologies Corporation (NYSE:UTX) in Hartford, CT. Based in Providence, RI, Textron is one of the world's best known multi-industry companies serving a diverse and global customer base.

December 3, 2012

Frederico Garcia Zamora joins Standish as Senior Portfolio Manager for currency strategies

Standish Mellon Asset Management Company has hired Frederico Garcia Zamora as senior portfolio manager of currency strategies reporting to David Leduc, Standish's CIO. Zamora will be responsible for making investment recommendations in global currencies for single sector and multi-sector fixed income strategies and managing soon-to-be-launched currency absolute return strategies. Prior to joining Standish, Zamora was a co-manager of the international fixed income, global fixed income and strategic inflation opportunities funds at American Century Investments.

October 1, 2012

Standish hires Raman Srivastava as Co-Deputy CIO and Head of Global Fixed Income

Standish Mellon Asset Management Company has hired Raman Srivastava as co-deputy CIO and head of global fixed income to oversee all global and non-U.S. fixed income strategies. Reporting to David Leduc, Standish's CIO, Srivastava, Leduc and David Horsfall, co-deputy CIO will be responsible for managing Standish's multi-sector and absolute return fixed income strategies. Prior to joining Standish, Srivastava was a senior investment professional and portfolio manager for Putnam's core plus, global fixed income and absolute returns teams.

September 13, 2012

T. Rowe Price names Robert Higginbotham head of global institutional services

Robert Higginbotham has joined T. Rowe Price Group as head of global institutional services. He will be based in London and lead the firm's business development and relationship management activities serving institutions globally and financial intermediaries outside of the United States. Previously, he served Fidelity Worldwide Investment in several senior leadership roles, most recently as CEO for the Europe, Middle East & Africa (EMEA) and Latin America regions.

February 28, 2012

Hershey Trust Company appoints Eric Henry to oversee $8.5 billion Milton Hershey School Trust

Hershey Trust Company has hired Eric Henry to serve as CEO and Chief Investment Officer to oversee the $8.5 billion Milton Hershey School Trust, which funds the Hilton Hershey School located in Hershey, PA. Milton Hershey School, founded in 1909 by chocolate magnate Milton Hershey and his wife Catherine, provides a home and an education to more than 1,850 children from pre-kindergarten through 12th grade who come from families in poverty. Most recently, Eric Henry had been the chief investment officer of the $55 billion UAW Retiree Medical Benefits Trust.

January 25, 2012

David Ben-Ur appointed CIO of Caxton Alternative Management

Caxton Alternative Management, the new family office set up by Bruce Kovner, founder and chairman of global macro hedge fund manager Caxton Associates, has hired David Ben-Ur as CIO. Mr. Ben-Ur was for eight years co-CIO of Corbin Capital, which manages $2.7 billion in hedge funds of funds. He will remain a partner of Corbin Capital and a strategic advisor to the firm.

January 25, 2012

Conning recruits Michael Haylon to lead global product development

Conning, a leading insurance client asset management firm, has hired Michael Haylon to oversee global product development while managing investment strategies reporting to CIO Richard Sega. Sega commented: "Mike's deep expertise in international investment product development and management will help us expand our product suite across all of Conning's offerings and support our global expansion plants."

December 16, 2011

Wells Fargo acquires institutional global equity manager

Wells Fargo will acquire EverKey Global Partners, a boutique global equity institutional manager. EverKey's 11-member staff led by Jeff Everett, former CIO of Templeton Global Advisors, will join Wells' asset management division, expanding the number of investment strategies offered by the firm.

October 7, 2011

T. Rowe Price hires Peter Austin to head LDI solutions

Peter Austin, longtime BNY Mellon veteran who was head of pension services, has joined T. Rowe Price as head of its new fixed income solutions group. Austin initially will focus on enhancing T. Rowe Price's liability-driven solutions business for U.S. pension funds. In a statement Mike Gitlin commented: "Our fixed income solutions group will be working with a broad range of institutional clients to provide customized investment programs and will draw upon the resources of the firm. Peter has the experience and capabilities to make our LDI effort a collaborative one for the benefits of our clients."

February 22, 2011

PIMCO Hires Ravi Mattu as Managing Director and Head of Analytics

PIMCO, which manages $1.25 trillion, has hired Ravi Mattu to oversee portfolio management analytics as well as client facing analytics globally reporting to Mohamed A. El-Erian, PIMCO's CEO and co-CIO. El-Erian commented: "Having a world-class integrated analytics framework has been key to PIMCO's success, and remains so. Ravi's expertise, experience and leadership skills will enable us to enhance further our capabilities in this important area." Mattu was most recently head of research and strategy for Citadel Securities.

January 20, 2011

David Barrett Partners to Sponsor the J.P. Morgan Tournament of Champions Squash 2011 Event

David Barrett Partners, the boutique executive search firm with offices in New York and London, is a proud to announce its sponsorship of the J.P.Morgan Tournament of Champions Squash Event being held January 21-27, 2011 in New York City's Grand Central Station.

August 17, 2010

Invesco Consultant Chief Bolts for ING

David Barrett Partners assisted ING Investment Management in hiring Brian Baskir as head of global consultant relations, a new position at the firm. ING has $462 billion in assets under management globally.

June 14, 2010

Harvard manager goes to Gates' investment firm

Stan Zuzic, one of Harvard University's top endowment managers is now at Bill Gates Investments, the firm that manages money for the Gates Foundation, according to a person with knowledge of the move. Jane Mendillo, CEO of Harvard Mangement wrote in an internal memo: " Stan is leaving for an exciting opportunity that promises to be a great fit with his considerable talents."

March 19, 2010

Fund Managers Avoid Bonus Cuts

In a report published by David Barrett Partners, Tory Hyndman, partner in the firm's London office, explains that Fund managers have avoided bonus cuts for 2009 to retain staff and a handful of firms have paid up as a talent retention strategy.