The responsibility for managing the investment portfolio is vested in the Community Foundation’s Board of Directors through the Investment Committee. This committee works closely with professional staff and the investment advisors to set policy, establish performance benchmarks and continually monitor the performance of the Community Foundation’s portfolio against these policies and benchmarks. The investment committee meets regularly with the Community Foundation’s investment consultant to discuss performance and investment strategies, and review managers.
2021 Investment Committee
Diana Ledford, Chair
Fore Fold Ventures
President & CEO
Christine Casey
Wells Fargo Private Bank
Vice President & Investment Manager
Julie Nosek
Aegon Asset Management
Manager, Financial Analysis
Denny Redmond
LattaHarris, LLP
CPA/ABV/CFF, CVA, Principal
Charlie Schimberg
Schimberg Co.
President
Mike Sheeley
UFG Insurance
VP & Corporate Marketing Director
Kevin Welu
TrueNorth Wealth Management
Managing Partner
