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.
2023 Investment Committee
Christine Casey, Chair
Private Wealth Asset Management
Founding Partner
Jim Haddad
Yellow Book USA
Retired CFO
Diana Ledford
Fore Fold Ventures
President & CEO
Julie Nosek
Aegon Asset Management
Manager, Financial Analysis
Denny Redmond
LattaHarris, LLP
Retired Partner/CPA
Mike Sheeley
UFG Insurance
Chief Marketing Officer
Blake Wilkinson
MidWestOne Wealth Management
First Vice President, Trust Services
