Verus
Vincent Francom, CFA, CAIA has extensive work experience in the finance industry. Vincent started their career at Wells Fargo as an Equity Analyst in 1995. Vincent then joined Safeco in 1996 as a Senior Securities Analyst, where they worked until 2007. In 2008, they joined Genesia Capital Advisors, LLC as a Portfolio Manager & Securities Analyst, and worked there until 2009. Vincent then joined Verus Investments in 2011 as a Senior Consulting Associate, and later became the Director | Public Markets in 2014. Their expertise and experience make him a valuable asset in the field of finance.
Vincent Francom, CFA, CAIA attended the University of Washington where they obtained a Bachelor of Arts degree in Business/Finance. Additionally, they have obtained the Chartered Alternative Investment Analyst (CAIA) certification from the CAIA Association and the Chartered Financial Analyst (CFA) certification from the CFA Institute. The specific months and years of obtaining these certifications are not provided.
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Verus
Verus is an independent, employee-owned provider of non-discretionary consulting and discretionary management services (i.e. OCIO) to a wide variety of institutional investors, including endowments and foundations, corporate defined benefit and defined contribution plans, public pension plans, and multi-employer trusts. These clients, whose assets total in excess of $742 billion*, rely on us for the thoughtfulness of our investment research and personalized approach to their portfolios. Verus traces its roots back to 1986, when the firm was originally founded by William Wurts. Wurts & Associates was renamed Verus in April 2015. Throughout our 37+ year history, we have remained true to our central mission: We are stewards of the means to a better life. Success at what we do preserves and fortifies the wellbeing of individuals, families, and communities. We rely on objective observation, rigorous research, demonstrable facts, and measurable results to help guide our clients. Yet the true value of our work lies beyond what can be measured – what we do impacts people’s lives. Verus provides independent advice through its non-discretionary consulting, private markets, and risk advisory services. For institutions who choose to delegate more of their fiduciary responsibility, we also provide discretionary Outsourced Chief Investment Officer (OCIO) services. Past performance is no guarantee of future results. The information provided by this site or referenced links is provided for informational purposes only and is intended for institutional entities and their representatives and should not be relied upon by retail investors. Nothing herein constitutes investment, legal, accounting or tax advice, or a recommendation to buy, sell or hold a security, pursue a particular investment vehicle or any particular trading strategy. Investing entails risk, including possible loss of principal. *Includes Verus' total assets under advisement; preliminary as of 7/1/2023.