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.
2022 Investment Committee
Diana Ledford, Chair
Fore Fold Ventures
President & CEO
Christine Casey
Private Wealth Asset Management
Founding Partner
Jim Haddad
Yellow Book USA
Retired CFO
Julie Nosek
Aegon Asset Management
Manager, Financial Analysis
Denny Redmond
LattaHarris, LLP
Retired
Partner/CPA
Mike Sheeley
UFG Insurance
Chief Marketing Officer
Kevin Welu
TrueNorth Companies
Principal and Practice Leader
