• Investment Oversight Manager

    Neuberger Berman (New York, NY)
    …referred to as the " Trust Companies") are seeking a skilled and experienced Trust Investment Oversight Officer to join our team. The Trust Companies ... Planning & Fiduciary Services, and Shannon Saccocia, Chief Investment Officer - Wealth. The Trust Investment Oversight...location, and portfolio construction + A solid understanding of trust and estate planning is highly desirable… more
    Neuberger Berman (05/28/25)
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  • Planned Giving Director

    University of Rochester (Rochester, NY)
    …funds, University of Rochester Donor Advised Funds, publicly traded securities, real estate , closely held securities and other hard to value and illiquid assets. ... specialized computer software programs from PG Calc, external custodial support from Northern Trust Co, external counsel from Nixon Peabody LLC and services of a… more
    University of Rochester (08/07/25)
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  • Director - Strategic Financing Services…

    Cherry Bekaert (Albany, NY)
    …10.6 million square feet of new and improved commercial and industrial real estate . SFS's current portfolio consists of investments in areas with poverty rates as ... our clients' needs + Coordinating with The Innovate Fund (TIF) Chief Operating Officer and Cherry Bekaert staff on strategic planning initiatives + Other job-related… more
    Cherry Bekaert (07/28/25)
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