Perella Weinberg Partners Agility Forms Strategic Advisory Board

NEW YORK & DENVER--()--Agility, the Outsourced Chief Investment Officer business of Perella Weinberg Partners (PWP), announced today that it has formed a new Advisory Board. The Advisory Board will provide strategic advice to Agility on business-related matters.

“Agility has positioned itself as a leading outsourced chief investment officer platform”

The five-member Advisory Board includes:

Chris Bittman
Agility CEO & CIO and Partner, PWP

Catherine Clark
Founder & Director, CASE i3 Initiative on Impact Investing at Duke University

Michael Kennedy
Senior Client Partner, Korn Ferry

Erik Lundberg
Chief Investment Officer, University of Michigan

Robert Pozen
Former Vice Chairman, Fidelity Investments

Mr. Pozen, who now teaches at MIT Sloan School of Management, will serve as Chairman of the Advisory Board.

“Agility has positioned itself as a leading outsourced chief investment officer platform,” said Mr. Bittman. “As we look to the future, having a focused group of external leaders with significant industry experience will be extremely beneficial. The Advisory Board will help expand our relationships with institutions -- foundations, endowments, family offices and hospitals. And with guidance from the Board, we will look to enhance further the customized services we deliver to our clients.”

“The opportunity for Agility in the Outsourced Chief Investment Officer space is considerable,” said Mr. Pozen. “On behalf of the board, we are excited to work with the Agility team to help them execute on their growth strategy while continuing to provide best-in-class investment solutions to their clients.”

About Perella Weinberg Partners Agility

Perella Weinberg Partners Agility is a leading provider of unique outsourced investment solutions. With approximately $8.4 billion in assets under management, Agility works with a diverse, global client base, including endowments, foundations, family offices, corporations, and other pools of capital. Since 2007, Agility has specialized in creating investment programs tailored to the specific needs of clients that address complex challenges and meet individual investment objectives.

About Perella Weinberg Partners

Perella Weinberg Partners is a leading independent, client-focused financial services firm providing advisory, asset management and energy securities research, underwriting and trading services to a broad, global client base, including corporations, institutions and governments. Together with its affiliates, the Asset Management business has capital commitments and managed assets of approximately $13.6 billion. With more than 600 employees, Perella Weinberg Partners maintains offices in New York, Houston, London, Abu Dhabi, Denver, Dubai, San Francisco, Calgary, and Los Angeles. For more information on Perella Weinberg Partners, please visit


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