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 »
Cresset’s combination with Monticello is the latest in a wave of consolidation among OCIO and consulting firms. For fiduciaries, these changes raise important governance questions. What should Investment Committees do when their OCIO is acquired?
Your OCIO Got Acquired? Next Steps for Fiduciaries 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
