Caryl Anne Francia

New York

Writes﹠edits on business﹠arts, tweets on nature﹠musings・Interning @PensionsNews・Nurtured @MorningstarInc @BaruchTicker @FLHSNews・Lover of Loverly Things＊＊＊

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Articles

University of Richmond’s Spider Management promotes from within for next CIO

1 week ago | pionline.com | Caryl Anne Francia

Breadcrumb Home ENDOWMENTS AND FOUNDATIONS May 09, 2025 12:45 PM Tweet Share Share Email More Reprints Print Karen Horn Welch Karen Horn Welch will be promoted to chief investment officer of Spider Management Co., the in-house investment management firm of the University of Richmond, Va., effective July 1. She will succeed William McLean, who joined the firm as president and CIO in 2021.
West Virginia University picks University of Iowa’s Jim Bethea as CIO

1 week ago | pionline.com | Caryl Anne Francia

Breadcrumb Home ENDOWMENTS AND FOUNDATIONS May 09, 2025 07:01 AM Tweet Share Share Email More Reprints Print Jim Bethea Jim Bethea has been named vice president of investments and chief investment officer of the West Virginia University Foundation, Morgantown, effective June 16.
Parcion Private Wealth picks Hirtle Callaghan’s Dan McCollum as CIO

1 week ago | pionline.com | Caryl Anne Francia

Breadcrumb Home MONEY MANAGEMENT May 06, 2025 01:37 PM Tweet Share Share Email More Reprints Print Dan McCollum has been named chief investment officer of multifamily office Parcion Private Wealth, according to a news release May 6. He will be responsible for leading and executing the Bellevue, Wash.-based firm’s investment strategy.
Crewe Advisors multifamily office picks CIO Seth Merrill from Mormon church investment manager

1 week ago | craincurrency.com | Caryl Anne Francia

Seth Merrill has been named chief investment officer of Crewe Advisors, a Salt Lake City-based wealth manager and multifamily office, effective Monday, according to a news release. He will be responsible for leading investment activities at the firm, which has more than $2.5 billion in assets under management. Crewe provides financial, estate, investment, risk and philanthropic planning services for clients, including charitable foundations.
Crewe Advisors picks Seth Merrill from Mormon church investment manager as CIO

1 week ago | pionline.com | Caryl Anne Francia

Breadcrumb Home MONEY MANAGEMENT May 05, 2025 01:57 PM Tweet Share Share Email More Reprints Print Seth Merrill Seth Merrill has been named chief investment officer of Crewe Advisors, a Salt Lake City-based wealth manager and multifamily office, according to a news release May 5.
Building Ontario Fund chooses Ontario Municipal’s Anca Drexler as CIO

1 week ago | pionline.com | Caryl Anne Francia

Breadcrumb Home ASSET OWNERS May 05, 2025 03:58 PM Tweet Share Share Email More Reprints Print Anca Drexler Anca Drexler has been named chief investment officer for the Building Ontario Fund, Toronto, effective April 28. In this newly created role, she will be responsible for advancing the independent governmental agency’s investment strategy, the organization announced in a LinkedIn post.
Brown University emerges as investor in BlackRock’s spot bitcoin ETF

1 week ago | pionline.com | Caryl Anne Francia

Breadcrumb Home ENDOWMENTS AND FOUNDATIONS May 02, 2025 05:09 PM Tweet Share Share Email More Reprints Print Getty Images The entrance to Front Green at Brown University. Brown University’s $7.2 billion endowment has emerged as the latest institutional investor to add direct exposure to cryptocurrencies, according to a filing with the Securities and Exchange Commission.
University of Miami searching for new CIO

2 weeks ago | pionline.com | Caryl Anne Francia

Breadcrumb Home ENDOWMENTS AND FOUNDATIONS May 02, 2025 02:38 PM Tweet Share Share Email More Reprints Print Getty Images The campus of University of Miami. The University of Miami is searching for a new chief investment officer to oversee close to $1.6 billion in endowment assets.
Texas Christian University promotes lifelong learning to students through annual investment conference

2 weeks ago | pionline.com | Caryl Anne Francia

Breadcrumb Home ENDOWMENTS AND FOUNDATIONS May 07, 2025 07:01 AM Tweet Share Share Email More Reprints Print Andy Emery At Texas Christian University’s 2025 Investment Strategies Conference, TCU Investment Management’s Adam Singleton, left, Base10 Partners’ Adeyemi Ajao and J.P. Morgan Private Capital’s Rick Smith discuss digital finance in an April 22 panel in front of students.
Walton family office Builders Vision names Noelle Laing as sole CIO

2 weeks ago | craincurrency.com | Caryl Anne Francia

Noelle Laing has been named the sole chief investment officer of Builders Vision — an impact-investment platform and the family office of an heir to Walmart's founder — according to a news release Thursday. It is a new position, as it consolidates the three investment strategies of the Chicago-based, multibillion-dollar organization: direct investing, asset management and philanthropy. Laing will lead a combined team of close to 30 investors, the news release said.