Leita was featured in Chief Investment Officer discussing how new federal tax rules and liquidity pressures could push more universities toward the OCIO model.
Chief Investment Officer: Anna Dunn Tabke on the New Tax Landscape for Endowments Read More »
Cresset’s merger with Monticello is the latest in a wave of OCIO and investment consulting firm consolidation. Read Anna Dunn Tabke’s perspective in FundFire.
FundFire: Anna Dunn Tabke on the Cresset Monticello Merger Read More »
Leita Advisory was featured in a national expert roundup on financial literacy, spotlighting The Missing Semester — a standout financial literacy resource.
Financial Literacy Expert Roundup Features Leita Read More »
Anna Dunn Tabke, founder of Leita Advisory, was featured in FundFire’s latest article on the evolving dynamics of OCIO adoption among large nonprofit institutions.
FundFire: Anna Dunn Tabke on Why $1B+ Nonprofits Are Rethinking the OCIO Model Read More »
When Anna Dunn Tabke launched Leita Advisory, FinNews highlighted the firm’s independent, clarity-driven approach to OCIO search and governance consulting.
FinNews: Anna Dunn Tabke Launches OCIO Search Consultant Read More »
Leanna Orr’s The Allocator newsletter was the first to report on our founder Anna Dunn Tabke’s intention to launch a
