Vol. XIX, Issue 63

October 1, 2020

Wespath Hires Deputy Chief Investment Officer, Patricia Halper, CFA

Wespath Benefits and Investments (Wespath) has announced that Patricia (Trish) Halper, CFA, has joined Wespath as Deputy Chief Investment Officer (Deputy CIO). Trish, Wespath’s first-ever Deputy CIO, brings over two decades of experience in the investment industry, most recently leading the investment management operations at Chicago Equity Partners.

As Deputy CIO, Trish will work closely with CIO Dave Zellner, providing strategic advice regarding the effective execution and direction for investment funds made available through Wespath and its subsidiaries, as well as the organization’s broader sustainable investment initiatives. Reporting to Trish will be Wespath’s Positive Social Purpose (PSP) Lending and Impact Investments teams.

To view the full announcement, please click here.

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