The firm closed on $850 million in new capital in 2025, increasing its assets under management to more than $2.6 billion, and is actively deploying funds.
The university is seeking a senior investment analyst to support its real estate team in the management of its portfolio, which is expected to grow significantly in the coming years.
The higher education-affiliated foundation recently appointed its next president and ceo to guide its effort to advance the university’s mission through philanthropy, alumni engagement and investment management.
The firm added a senior investment analyst to conduct company-level research as well as help construct and curate portfolios within its dividend focus strategy.
Frank Brochin recently joined Boston-based as cio of private wealth manager Fiduciary Trust Company, leading the investment department, overseeing investment strategy, strengthening its investment platform on behalf of clients and helping expand investment capabilities. Brochin took the time to answer 5 Questions with FIN News.
The university has hired the investment head from a Midwestern institution to serve as its cio and oversee its endowment as its current cio transitions to a part-time senior advisory role.
The firm has hired a head of investor relations to lead its strategy with a focus on strengthening how it communicates its long-term growth strategy and financial performance to the investment community.
The foundation has issued an RFP seeking a non-discretionary investment manager to handle a minimum of $15 million and maximum of $20 million of its portfolio.