Bringing Clarity and Alignment to OCIO Selection
When Leita Advisory officially launched this spring, FinNews covered the announcement — spotlighting founder Anna Dunn Tabke’s background and the firm’s distinct approach to OCIO search and investment governance.
“I founded Leita Advisory to help institutions build investment relationships that deliver long-term value,” Anna told FinNews. “As one of the pioneers of OCIO search, I’m bringing deep experience in OCIO search and governance consulting to this new, independent, conflict-free firm — focused on clarity, continuity, and alignment.”
The article noted Leita Advisory’s emphasis on fit and transparency in the OCIO selection process, and how its 100% client-funded model helps eliminate potential conflicts of interest.
“Leita means ‘to seek’ — a reflection of our role in helping fiduciaries find the right long-term OCIO or investment consulting partner,” Tabke said.
Read the full article on FinNews here.
Let’s Talk
If your institution is considering an OCIO search or governance refresh, let’s talk about how Leita Advisory can help bring clarity and alignment to the process.
