David Barrett Partners

David Barrett Partners

David Barrett Partners continues to be active in senior investment and wealth management leadership hires.

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In the News

  1. 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).

    Details in Future Fund Media Release April 1, 2019
  2. 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.

    Details in Institutional Investor February 19, 2019
  3. 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.

    Details in Institutional Investor January 29, 2019
  4. 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.

    Details in Institutional Investor December 14, 2018
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