Profiles

Profiles
Newsome Shifting To The Allocator Side In Stride

Lorenzo Newsome Jr. has developed a lot of skills that he believes will help him excel in his first role on the allocator side of the table.

09.30.24
Profiles
Commonwealth Financial Network Growing To Meet Client Needs

The firm has seen record growth in recent years, including onboarding 292 advisors to both new and existing practices across its network in 2023.

09.19.24
Profiles
Passing The Torch: New Wespath CIO Farhadieh Talks Transition, Looks To Future

The beginning of August was a passing of the torch both literally and figuratively at Wespath Investment Management as Johara Farhadieh took over the cio reins from long-time investment head Dave Zellner on Aug. 1. 

08.15.24
5 Questions
5 Questions With Santa Clara Valley Transportation Authority CIO Michael Malchenko

Michael Malchenko, who was hired as Santa Clara (Calif.) Valley Transportation Authority’s new cio last month after the position had been vacant for nearly two years, took the time to answer five questions with FIN-News.

07.08.24
5 Questions
5 Questions With Rockefeller Brothers Fund Executive V.P. of Finance and Operations Geraldine Watson

Gerry Watson has worked at the Rockefeller Brothers Fund for nearly 30 years, and is responsible for the oversight of its approximately $1.3 billion endowment, accounting, technology and operations functions as well as the Rockefeller Family Fund, the David Rockefeller Fund and several of the fund’s affiliates.

06.10.24
Profiles
5 Questions With Utah School & Institutional Trust Funds Office CIO Peter Madsen

Peter Madsen, who has served as director and cio of the Utah School & Institutional Trust Funds Office for almost nine years – helping oversee and manage its approximately $3 billion permanent school fund, took the time to answer five questions, plus a few extra, with FIN|News.

05.28.24
5 Questions
5 Questions With Verus CIO Ian Toner

Consulting firm’s cio joined Verus from Russell in 2013 and is responsible for the overall investment and risk output, for both discretionary and non-discretionary clients, as well as for the final determination of the firm’s overall investment positioning.

04.08.24
Industry News
Investment Industry Analyst Finds Outlet Through Culinary Passion

A longstanding love of cake artistry is proving an outlet and way to relieve stress for one investment professional eager to maintain the pursuit of those passions.

01.29.24
5 Questions
5 Questions With Bryan Fujita, CIO Of The Los Angeles Fire & Police Pension System

Fujita was hired as the new cio of the $31 billion plan in July after spending the last 13 years with the Los Angeles City Employees’ Retirement System.

01.08.24
Insights
Nonprofit News Special Report 2024: Traditional Investments Outlook

2023 was supposed to be a down year for foundations and endowments with a potentially recessionary environment, however, equity and bond returns came out in the green, thanks in part to strong fourth quarters, leaving investors and allocators with a more optimistic outlook for their portfolios entering 2024.

01.04.24