Industry News
The foundation affiliated with a Midwestern university is searching for a cfo to spearhead its financial management and help oversee its investment portfolio.
The foundation is searching for a new director of finance and treasurer after its previous finance head left following nearly a decade of service to join a growth equity firm as client portfolio manager.
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.
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.
