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February 20, 2019  

Startup to Assist Family Offices

Two investment professionals known for advising endowments and other large institutions have started a business catering to family offices.Eric Upin, formerly chief investment officer at Stanford Management and Makena Capital, and John O’Connor, who has held senior roles at Rincon Advisors and Summit Rock Advisors, have been reaching out to multiple family offices in search of one or two anchor clients. The partners, both based in the San...


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