Profiles
Nikki Kraus is tasked with overseeing the Arlington, Va.-based outsourced cio’s client development, operations, finance and human resource functions, while interfacing with clients to ensure the firm is delivering tailored approaches to meet their needs. She took the time to answer five questions, plus a few extra, with FIN News.
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.
The firm has seen record growth in recent years, including onboarding 292 advisors to both new and existing practices across its network in 2023.
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.
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.
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.
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.
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.
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.
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.