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.
2018 Investment Committee
Julie Nosek, Chair
Aegon USA Investment, LLC
Senior Securities Analyst
Amy Lynch
K&S LLC
President & CEO
Charlie Schimberg
President
Schimberg Co.
Denny Redmond
LattaHarris, LLP
CPA/ABV/CFF, CVA, Principal
Diana Ledford
President & CEO
Fore Fold Ventures
Greg Neumeyer
BankIowa
Cedar Rapids Market President, Senior Trust Officer
Kevin Welu
TrueNorth Wealth Management
Managing Partner
Maureen Kenney
Bradley & Riley PC
Attorney
Patrick DePalma
Community Volunteer
