Answers for Boards
Can we require a specific manager in the contract?
You can ask, and some companies will agree to name the assigned manager in the agreement with a notice requirement before reassignment.
What you generally cannot get is a guarantee — people leave. What you can reasonably get is the manager named in the proposal, that person's current portfolio load stated, advance notice of any change, and the right to request a different assignment if service degrades.
Bait-and-switch on the assigned manager is a frequent complaint. Naming the person in writing is the simplest protection against it.
General information for Board members, not legal advice. State law and your governing documents control, and both vary.
Board briefings, roughly monthly
Statutory deadlines, contract terms worth knowing about, and what we learn from proposals. No sales email, and we do not sell the list.