North Square Investments Adds Sales Associate

- North Square Investments was founded in 2018 and operates as a multi-boutique asset manager, backed by Estancia Capital Partners. The firm is led by Co-Founder and CEO Mark Goodwin, who was previously the President of Oak Ridge Investments. - In a significant development, the global asset manager Azimut Group is set to acquire North Square in the first quarter of 2026, which will integrate North Square into Azimut's U.S. operations. Following the acquisition, North Square will be renamed Azimut NSI. - The firm has been actively expanding through acquisitions, including a deal to acquire Foundry Partners, a value-oriented investment adviser, through its affiliate CS McKee. This transaction was expected to add over $2.3 billion to CS McKee's assets under management. - As of October 2025, the North Square Funds' retail family surpassed $3 billion in assets, a significant increase from $2.02 billion at the end of 2024. The collective assets under management and advisement, including its ownership interests in other firms, were reported to be $16.83 billion as of September 2025. - The new Internal Sales Associate, Daniel "DJ" Sherman, is a recent graduate of the Indiana Kelley School of Business as of May 2025. His prior experience includes a client relationship manager role at E*Trade, where he assisted clients with brokerage accounts and retirement planning. - In his new role, Sherman will provide support to the firm's Field Distribution Team covering the Midwest and Southwest territories. This position is crucial for maintaining and expanding relationships with financial advisors and promoting North Square's investment products. - Sherman holds FINRA Series 7 and 63 licenses, which are necessary for buying and selling securities for clients.