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. 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
  2. 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.

    Details in Institutional Asset Manager September 19, 2018
  3. 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.

    Details in Investments & Pensions Europe September 12, 2018
  4. 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.

    Details in Institutional Investor August 24, 2018
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