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.
The university has appointed the senior v.p. for business and finance at a southern university as its next finance head as its current cfo and treasurer is retiring after more than 30 years of service.
The university is seeking fixed-income managers to handle separately managed mandates for three of its investment pools totaling approximately $284 million in assets.
The foundation replaced a domestic small- to mid-cap equity manager after it had underperformed its benchmark since inception and added three private markets commitments in the first half of 2026.
The endowment has hired its next president as its current head is leaving to serve as director of a multidisciplinary leadership development program.