Industry News
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.
Craig Feldman joins the team as director of business development and client services for the Southeast region.
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 plan’s general counsel has been serving in the role in the interim following Brian Collins’ retirement in April.
Adam Craig joins the Florida-based firm after nearly 30 years in the institutional investment industry.
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.
Two foundations are working toward making their portfolios more diverse through the networks of diverse talent percolating in the asset management industry as well as data showing diverse investment talent outperforms.
The foundation has tabbed a grantmaking senior program officer to spearhead program-related investments within its impact investment portfolio.
