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Any investment offering would be a very small portion of the clients’ total wealth because of the volatility, while options include investing through third party investment vehicles.
Ira Cohen, a New York-based managing director focused on working with private equity firms, is joining as an advisor to Sheth’s office and his philanthropy, Sangreal Foundation.
Swensen, who managed one of the most-watched and best-performing college endowments for more than three decades, died May 5 after a long battle with cancer.
