Mr. Rueckert is president of Oyster Management Group, LLC. an investment fund that focuses on domestic, community banks. His career has been also highlighted by involvement in oil and gas exploration, and real estate and resort development.
He is an emeritus director of the YMCA of Greater New York.
He has served on many corporate boards in the banking and biotech industries. He is director and president of the Cleveland H. Dodge Foundation, and Chair of the Board of Trustees of Teachers College, Columbia University.
He earned a BA in Spanish from the University of New Hampshire.
Mr. Rueckert has been a Trustee since 2014.
Denise L. Day is president and CEO of the YMCA of Greater Brandywine in West Chester, PA.
She has dedicated a career of more than 30 years to the YMCA, having also served as executive director of YMCAs in Pennsylvania and Delaware.
Ms. Day serves on the YMCA of the USA Areas Talent and Knowledge Management Committee, the YNAN CEO Steering Committee, and the PA State Alliance Executive Committee.
She earned a BS in exercise science from the University of Nebraska.
Ms. Day has been a Trustee since 2012.
Mr. Baumgartner is chief investment officer for the Carnegie Corporation of New York in New York City, NY.
He has held executive positions at the Institute for Advanced Study, the Ford Foundation, Morgan Stanley Investment Management Inc., Credit Suisse Asset Management, LLC., Quantal Asset Management and the Boston Consulting Group, and currently serves on the board of directors of The Investment Fund for Foundations (TIFF).
He earned a BSE from the University of Florida and a PhD from Princeton University. He is a CFA charterholder.
Mr. Baumgartner has been a trustee since 2015.
Ms. Bettin is President and CEO of the YMCA of Lincoln, Nebraska.
She has dedicated a career of more than 35 years to the YMCA. Ms. Bettin has held management positions in program development, operations and association leadership. Ms. Bettin has been President and CEO since 2002.
Ms. Bettin serves on the Nebraska Alliance Executive Committee as well as Board of Y Midwestern Prairie Alliance. She also serves on the YUSA Afterschool Task Force, Guardians Child Safety Committee, the YUSA Financial Support Task Force and the YUSA CEO Advisory Committee. Locally, Ms. Bettin serves on several community boards.
She earned a BA in education from Wayne State College and an MA in Sports Management Administration from the University of Nebraska.
Ms. Bettin has been a Trustee since 2015.
Angela Brock-Kyle is the founder and CEO of B.O.A.R.D.S., a privately held governance, risk, and strategy consulting firm. She previously spent 25 years in leadership roles at TIAA in asset management, operations, and risk management.
She has served on the boards of a variety of financial services and corporate organizations. She currently sits on the boards of the Guggenheim/Rydex Funds and Hunt Companies, Inc. She earned a BS from California State University and a JD/MBA from the University of California, Los Angeles.
Ms. Brock-Kyle has been a Trustee since 2016.
Mr. Evans is the retired Deputy Comptroller and Chief Investment Officer for the NYC Office of the Comptroller.
During his time at the NYC Office of the Comptroller, Scott directed the Bureau of Asset Management, the investment advisor to all five NYC public Defined Benefit Plans, which collectively support 715,000 NYC employees with more than $190 billion in assets.
Previously, Scott spent 27 years at TIAA-CREF, where he led the asset management organization responsible for managing all of TIAA-CREF’s proprietary pension and mutual fund portfolios for it’s 3.5 million participants in the academic, medical, cultural and research fields.
Currently, Scott is a board member and chair of the finance & investment committee of the William T. Grant Foundation and a member of the investment advisory committee at UNOPS. Prior board assignments include serving as a trustee of the IFRS Foundation, external advisor to the ABP Pension Fund and as a member of an advisory committee to the Securities and Exchange Commission. He was chair of the finance committee of the Rockefeller Family Fund, a trustee of Barnard College, served as a member of the investment committee at Tufts University, and as a member of the Dean’s Advisory Council at Northwestern University’s Kellogg School of Management.
He earned a BA in economics from Tufts University and completed his MM at Northwestern University, Kellogg Graduate School of Management. He is a CFA charter holder.
Mr. Evans has been a trustee since 2021.
Ms. Haverland is the retired vice president and chief investment officer for Siemens, North America Pensions.
During her time at Siemens, Ms. Haverland led the company’s efforts to reduce pension risk. Before joining Siemens, she carried broad industry knowledge gained from investment leadership roles at several Fortune 500 companies within the insurance, financial, and healthcare sectors.
Ms. Haverland is an innovator and leader within the pension industry. She completed a three-year term on the ERISA Advisory Council advising the U.S. Department of Labor secretary on key ERISA matters, including lifetime income solutions in 401(k) plans and cybersecurity considerations for benefit plans.
Currently, she is an adjunct business finance professor at Seton Hall University’s Stillman School of Business. Ms. Haverland sits on the board of directors of the Madison Area YMCA in New Jersey. She also served as a director or member of many other organizations, contributing her financial insight in various advisory roles.
She earned a BA in economics and political science from Duke University and completed her MBA at Columbia University.
Ms. Haverland has been a Trustee since 2020.
Mr. Ives is president of Cheyenne Petroleum Company, an oil and gas exploration company. He is also CFO of a private family office and serves as a trustee and board member of various entities.
Mr. Ives is an adjunct professor at the Price College of Business at the University of Oklahoma and sits on various advisory boards at Price College of Business.
He is a CPA and earned a BBA and Masters of Accountancy from the University of Oklahoma.
Mr. Ives has been a Trustee since 2015.
Jurij Z. Kushner is a retired vice president and corporate controller of the optical health corporation Bausch & Lomb.
He is a respected supporter of the YMCA of Greater Rochester, serving on the board of directors from 1994 to 2005. He recently rejoined the Board of Directors of the Rochester YMCA, continues to serve on the Finance Committee, and was named the Chair of the Strengthening Our Communities Comprehensive Campaign.
Mr. Kushner is also the former controller and director of administration at the University of Rochester’s Laboratory for Laser Energetics.
He earned an MBA and a BA in economics at Rensselaer Polytechnic Institute.
Mr. Kushner has been a Trustee since 2013.
Robert T. Lutts is the founder, president, and chief investment officer of Cabot Wealth Management, Inc. and also serves as the head of the company’s Investment Policy Committee.
He is the former chair and trustee of the YMCA of the North Shore in Beverly, MA, having served in that capacity for 10 years ending in 2017.
Mr. Lutts was the 2014 Chair of the North Shore Chamber of Commerce and a member of the Retirement Board of the City of Salem. He is the overseer of the North Shore Medical Center Foundation and serves as chair on the board of trustees of Salem State University.
He earned a BS in finance and management from Babson College and an MBA in investments and finance from the University of Massachusetts, Amherst.
Mr. Lutts has been a Trustee since 2012.
Ms. Marcks is the retired CEO and president of Prudential Retirement.
Over her tenure as CEO, Prudential Retirement expanded beyond providing defined contribution and defined benefit plans for corporate and non-profit employers to become a recognized market leader and innovator in investment and risk management solutions.
She is a strong advocate for strategies to improve the financial security of women and the average American worker, earning a reputation as a thought leader in her industry and among her Prudential colleagues.
Ms. Marcks served as board chair of PRIAC, a Connecticut-based insurance company. She also held key roles on several corporate councils such as the Chair’s Senior Talent Advisory Council and served as chair of the U.S. Business Marketing Council.
Committed to giving back to her community, Ms. Marcks has held board leadership roles on the local, regional, and national levels for the YMCA since 1996. During her term as chair of the National Board, in 2014 she oversaw the selection and onboarding of Y-USA President and CEO Kevin Washington, a 38-year Y professional who is the 14th person and first African American to lead Y-USA.
She earned a BA in foreign affairs from Assumption College and an MA in economics from Georgetown University.
Ms. Marcks has been a Trustee since 2018.
Mr. Martin is president of Foster Holdings, Inc., overseeing investments, educational programs, generational planning, and philanthropy for the Foster family.
He is currently on the Board of Directors of the YMCA of Greater Pittsburgh (past chair) and YMCA Camps Kon-O-Kwee/Spencer.
Mr. Martin also serves on the Board of Directors of Private Investor Coalition and is a member of the investment and finance committees of the Carnegie Museums of Pittsburgh.
He earned a BS from Robert Morris University.
Mr. Martin has been a Trustee since 2015.
Ms. Morander is President and CEO of the YMCA of Greater San Antonio, TX.
She has dedicated a career of more than 35 years to the YMCA. Ms. Morander has held management positions at Ys in Boston, MA; Dallas, TX; and Biddeford, ME.
Currently, she serves on the YNAN Steering Committee, the Texas State Alliance Board, and a member of the Emergency Assistance Fund for YPN.
She earned a BS in sports management and industrial fitness from Keene State College.
Ms. Morander has been a Trustee since 2017.
Derrick J. Stewart is President and CEO of the YMCA of Greater Indianapolis, IN.
During his 20-year Y career, Mr. Stewart previously held Management positions at the YMCA of Southwestern Indiana, including serving as CEO from 2009-2019.
Mr. Stewart is immediate past chair of the YMCA General Assembly Planning Task Force. He is a member of the YMCA Employee Benefits Management Committee and is a member of the Board of Directors of Old National Bancorp, the largest bank headquartered in Indiana.
He earned a BA in business and finance from the Indiana University Kelley School of Business.
Mr. Stewart has been a trustee since 2021.
Mr. Walker is the Chief Executive Officer of the Dallas Citizens Council.
Throughout his career, he has gained experience in mergers and acquisitions, merchant banking, corporate finance, credit analysis, business planning, and strategic development.
He serves on the board of the University of Texas Southwestern Medical Foundation and has served on the boards of United Way of Metropolitan Dallas and the Federal Reserve Bank of Dallas Business Community Advisory Council.
Mr. Walker is the former Chair of the Board of the YMCA of Metropolitan Dallas.
He earned a BA in finance from Morehouse College and an MBA from Northwestern University.
Mr. Walker has been a Trustee since 2018.
Joseph R. Weist is the chief financial officer of the YMCA of Greater Hartford.
His YMCA career has spanned more than 25 years. Prior to joining the team in Hartford in 2002, he was the director of finance for the YMCA of Greater Des Moines, Iowa.
In addition to his duties in Hartford, Mr. Weist is a national trainer in fiscal management for the YMCA of the USA.
He earned a bachelor’s degree from the University of Nebraska-Lincoln and an MBA from Iowa State University. He is a certified public accountant.
Mr. Weist has been a Trustee since 2016.
Scott Dolfi became the Fund’s sixth President & CEO in late June 2019. Prior to joining the Fund, he worked for Guardian Life Insurance Company of America as Chief Operating Officer. Before that, he worked for General Electric for 18 years. During this time he spent 8 years in London as the CEO of GE Life, a pension and annuity company. He also served as COO of GE Asset Management among other leadership roles.
Scott serves on the board of directors of the Church Benefits Association and the Church Alliance. He also serves on the Business Council at Plymouth State University and has served as Director for several industry boards, such as the Life Insurance Council of New York, LL Global, and four subsidiary boards.
Scott holds an MS in industrial and management engineering from Rensselaer Polytechnic Institute and a BS in engineering & management from Clarkson University.
Mike Cefole is the Fund’s chief financial officer. Prior to joining the Fund, Mike was President of Everest Advisory Partners, a firm providing consulting services to the retirement industry. He also worked for Guardian Life Insurance Company of America, where he oversaw the company’s retirement businesses and was the CFO of their Group Benefits business. Mike has also worked for the Hartford Financial Services Group, where he held a variety of business and financial leadership roles.
Mike has extensive experience in annuities and retirement plans, as well as a unique combination of finance, actuarial, plan design, and regulatory experience. He has served on a variety of industry boards, including the Employee Benefits Research Institute and the SPARK Institute, and is currently the chair of the Scholarship Foundation of the CT Society of CPA’s.
Mike holds a BS in business administration with a concentration in accounting from the University of Hartford. He is a Certified Public Accountant.
James G. Kirschner works with the Fund’s Trustees and Senior Management to formulate and track long-term strategies and to ensure that current objectives are in support of the Fund’s Mission, Vision, Values, and Guiding Principles. He also provides leadership in the area of Enterprise Risk Management. He is responsible for tracking and analyzing constituent statistics and survey results within an overall focus on providing data for decision-making.
James provides staff support to the Fund’s Trustees in the areas of governance and board development. He earned the designation of Governance Fellow from the National Association of Corporate Directors.
He also serves as the Fund’s advisor to YMCA Alumni, a network of YMCA Retirees organized into 17 chapters around the USA.
James began his YMCA career in New York City in 1984 and held senior management roles at both the branch and association level of the YMCA of Greater New York. Prior to joining the Fund in 2003, he was the principal in his own consulting practice, focusing on strategic management and leadership issues. He has been an adjunct professor at the graduate level at Columbia University, Adelphi University, and Springfield College.
He earned a BA in economics at Trinity College and an MBA at Columbia Business School. He is a Certified Retirement Counselor.
John Quiñones is the Fund’s chief legal officer. He is also responsible for the activities of the Internal Audit Department.
Prior to joining the Fund, John was a partner at an international law firm, where he counseled public and private corporations, financial service companies, asset managers, and private investment funds with regards to general corporate matters, corporate and real estate finance transactions, and investments in securities and real estate. John also served as managing counsel at TIAA-CREF.
He holds a BS from Cornell University, JD from New York University School of Law and is a graduate of the Advanced Management Program at Harvard Business School.
Hunter S. Reisner has been with the Fund’s Chief Investment Officer since joining the Fund in 2010. He has led several investment teams and organizations over his 35+ years in the investment business. His investment experience spans most asset classes, including domestic and international public and private equity, as well as public and private debt and many types of alternatives.
Hunter has invested on behalf of endowments, pension funds, insurance companies, and fund-of-funds, as well as family offices and high net worth individuals. Previously, Hunter founded and served as managing partner of Citigroup Private Equity (formerly Travelers Investment Group Alternative Investments) which grew to manage over $10 billion of proprietary and client capital. His prior investment affiliations also include Morgan Stanley, Butler Capital, ACI Capital, Salomon Brothers, and Smith Barney.
Hunter has held seats on the investment committees, advisory boards, and boards of directors of over 20 investment funds and companies, including foundations and university-related endowments.
He earned a BA in economics and mathematics from Yale University, where he graduated summa cum laude and an MBA from Stanford University.
Gerard Rescigno works to develop a broad technology vision for the YMCA Retirement Fund. He has end-to-end responsibility for the Fund’s technology activities, systems, and provides leadership to the information technology team.
Prior to joining the Fund, Gerard was the Chief Technology Officer of a start-up in the pension industry. He spent most of his career in the retirement industry and served as Transamerica’s Chief Technology Officer for the pension division prior to becoming the Executive Vice President and Chief Technology Officer for Transamerica. Gerard has extensive experience in digital transformation, cyber-security, cloud strategy, IT outsourcing, and software development.
He holds a BS in computer science and an MBA with a concentration in information sciences from Manhattan College.
Marcela Deitrich provides leadership and supervision to the Fund’s Customer Service, Marketing and Administrative Services departments. She is responsible for all of the Fund’s communications, marketing initiatives and customer interaction with its three primary constituent groups: YMCAs, participants and retirees. Marcela also oversees the maintenance of the Fund’s facilities and other Fund administrative functions.
Prior to joining the Fund, she has served as customer service manager at PromptCare and AXA Financial in New Jersey, and New York Life Insurance Company in New York City.
Marcela holds an MBA from the New York University’s Stern School of Business with a specialization in leadership, marketing, and global business. She also earned the Certificate in Business Excellence and Certificate in Strategy from Columbia Business School. She is a graduate of St. Peter’s University where she obtained a BA in political science.
Elizabeth Delgado directs salary and benefits administration and provides support and guidance in hiring and staff development. Liz is responsible for payroll processing, personnel record maintenance, Human Resource budget forecasting, and employee benefits.
She comes to the Fund with experience as an office manager for an import/export firm in New York.
Liz holds a BS in Business Management from New Jersey City University.
Suleyman Gokcan joined the Fund in 2016. He is responsible for leading risk management and managing the YRF’s asset allocation process.
Suleyman has over 19 years of risk management experience. In addition, he has extensive experience in asset allocation and quantitative analytics.
From 2009 to 2016, Suleyman was responsible for Investment Analytics and Asset Allocation for the Investments Office of Memorial Sloan-Kettering Cancer Center where he developed risk management, asset allocation, and investment analytics capabilities.
His past experience includes Global Head of Risk Management for Deutsche Bank Fund of Hedge Funds, Director of Risk Management for Merrill Lynch Hedge Fund Management Group, and Director of Risk Management for Citigroup Fund of Hedge Funds.
Suleyman began his career as an assistant professor of economics at Saint Peter’s College and taught undergraduate and graduate economics and finance classes. Suleyman has published several risk management and asset allocation articles in various journals.
Suleyman earned his Ph.D. in Economics from Graduate Center, City University of New York, and his MA in Economics from Queens College.
Kerri R. Hayes is responsible for all legal aspects of the Fund’s investments, including reviewing and negotiating various agreements and documents for both traditional and alternative investments. She also provides counseling on the design, implementation, and operation of the Fund’s retirement plans and ensures compliance with ERISA and the Internal Revenue Code requirements.
Prior to joining the Fund in 2011, Kerri was an associate with Proskauer Rose where she counseled clients in the areas of employee benefits and executive compensation, including the investment of plan assets, the implementation of employee benefit plans, and employee benefits issues related to corporate mergers and acquisitions.
Kerri earned a BA in political science from the College of the Holy Cross and a JD from Fordham University School of Law.
Elizabeth Kurilla provides leadership and supervision for the overall management and focus of the internal audit department. Her responsibilities include evaluating and improving the effectiveness of risk management, control, and performing Investment Manager operational reviews, and ensuring Investment Managers have an appropriate control environment and are in conformity with industry best practices.
Prior to joining the Fund, she was a senior manager in the Audit and Enterprise Risk Services group of Deloitte & Touche LLP and an auditor in the Audit and Assurance Practice group of CohnReznick.
Elizabeth received her BS in Accounting cum laude from Fairleigh Dickinson and a certificate in Portfolio Management from New York University. She is a certified public accountant and member of the American Institute of CPAs, New Jersey Society of Certified Public Accountants, and the Institute of Internal Auditors.
Lisa Worthy directs the accounting practices, procedures, and maintenance of all financial records, as well as the preparation of all financial reports and is responsible for the financial operating control functions.
Prior to joining the Fund, she was a senior supervising auditor with KPMG LLP.
Lisa is a certified public accountant and member of the NY State Society of Public Accountants. She also volunteers with the Industrial Areas Foundation, Manhattan College Alumni Committee, and Queens Citizens Organization. A YMCA Organizational Leader, she also holds a BA in accounting from Manhattan College.
Hunter has invested on behalf of endowments, pension funds, insurance companies and fund-of-funds, as well as family offices and high net worth individuals. Previously, Hunter founded and served as managing partner of Citigroup Private Equity (formerly Travelers Investment Group Alternative Investments) which grew to manage over $10 billion of proprietary and client capital. His prior investment affiliations also include Morgan Stanley, Butler Capital, ACI Capital, Salomon Brothers and Smith Barney.
He earned a BA in economics and mathematics from Yale University, where he graduated summa cum laude, and an MBA from Stanford University.
Suleyman has over 16 years of risk management experience. In addition, he has extensive experience in asset allocation and quantitative analytics.
Ivan Manolov joined the Fund in 2012. He is responsible for overseeing the Fund’s private investments program, including private equity, venture capital, real estate, and natural resources.
Prior to joining the Fund, Ivan spent three years at the Princeton University Investment Company (PRINCO) as a Senior Analyst focusing on private equity and real assets. His past work experience also includes two years as an energy derivatives trader at Deutsche Bank.
Ivan earned a BA from Williams College, where he graduated as class valedictorian and an MPA from Princeton University’s Woodrow Wilson School of Public and International Affairs. Ivan is a CFA charterholder.
Mark Sinni has been with the Fund since April 2013. He is involved in manager selection and portfolio management across multiple asset classes including private equity, fixed income, and hedge funds.
Prior to joining the Fund, Mark spent over three years at the Tulane University Investment Management Office as an analyst then associate. He has experience in manager selection and risk management across asset classes including fixed income, public equities, private equity, real assets, and multiple hedge fund strategies.
Mark earned a BS in cell and molecular biology, cum laude, from Tulane University as well as an MBA from Tulane University’s Freeman School of Business. Mark is a CFA charterholder.
Peter Lee joined the Fund in 2017. He helps to lead the effort on diversifying strategies, including manager selection and monitoring.
Peter has over 14 years of experience managing diversified portfolios for institutional clients. From 2014 to 2016, he served as a Director at Private Advisors, LLC where he sat on the investment committee and led the research on uncorrelated macro and relative value strategies. From 2004 to 2014, Peter served as an Executive Director at Arden Asset Management, LLC where he co-managed multiple hedge fund portfolios with global macro and absolute return mandates. Peter began his career at Morgan Stanley in hedge fund research.
Peter earned a BS in Economics with dual concentrations in Finance and Legal Studies from the Wharton School at the University of Pennsylvania. Peter is a CFA charterholder and holds the FRM designation.
Matt joined the Fund in 2016. He is involved in manager selection and ongoing due diligence for hedge funds, fixed income, and public equity. He also assists with fund-wide projects, such as asset allocation and exposure monitoring.
Prior to joining the Fund, Matt was an investment analyst at Abacus and Associates, a single-family office. While at Abacus and Associates he was responsible for the due diligence and monitoring of the portfolio’s public and private investments. His past work experience also includes a rotational analyst program within J.P. Morgan’s Private Bank.
Matt earned a BA in Economics from Kenyon College, where he graduated cum laude. He is also a CFA charterholder.
John Maimone-Medwick joined the Fund in March 2017. He is involved in manager selection and ongoing due diligence for the real estate, natural resources, and private equity portfolios. He also assists with fund-wide projects, such as asset allocation and exposure monitoring.
Prior to joining the Fund, John spent two years as a Portfolio Management Analyst at Hall Capital Partners. While at Hall Capital, he assisted with the monitoring, managing, and investing of global multi-asset class portfolios for families, endowments, and foundations.
John earned a BA in economics from Williams College.
Erik Moss joined the Fund in August 2016. He is involved in manager selection and ongoing due diligence across private markets with primary responsibilities in the real estate and natural resources portfolios. He also assists with fund-wide projects, such as asset allocation and exposure monitoring.
Prior to joining the Fund, Erik spent three years at Perennial Capital Advisors as an analyst then senior analyst focusing on private real estate fund investments.
Erik earned a BA in economics from Tufts University and is a CFA charterholder.
Erik Strobel joined the Fund in August 2017. He is involved in manager selection and ongoing due diligence for the private equity, real estate, and natural resources portfolios.
Prior to joining the Fund, Erik spent five years at the UConn Foundation as an investment analyst across all asset classes working on manager selection and portfolio management.
Erik earned a BA in economics from the University of Connecticut and is a CFA charterholder.
Nicholas Pon joined the Fund in 2016. He is involved in the manager selection and ongoing due diligence for all public markets managers including hedge funds, fixed income, and public equity. He also assists with fund-wide projects, such as asset allocation and exposure monitoring.
Prior to joining the Fund, Nicholas worked in General Motors Asset Management’s Absolute Return Strategies group for over two years as an analyst focusing on hedge fund Investments. His past work experience also includes working in UBS’s Hedge Fund Solutions group also focusing on hedge funds.
Nicholas earned a BS in Finance from Bentley University and is a CFA charterholder.
Ned Cooley joined the Fund in February 2020. He is involved in manager selection and ongoing due diligence across private markets with a focus on private equities. He also assists with fund-wide projects, such as asset allocation and exposure monitoring.
Prior to joining the Fund, Ned was an analyst for three years at the Wellesley College Endowment Office working across all asset classes.
Ned earned a BA in economics from Elon University.
Matt Hoffman joined the Fund in 2020. He is involved in manager selection and ongoing due diligence for hedge funds, fixed income, and public equity.
Prior to joining the Fund, Matt was a research analyst at Forester Capital, a hedge fund of funds. While at Forester Capital, he was involved in and assisted with all aspects of investment due diligence and portfolio monitoring, as well as client deliverables, sourcing, and training of junior analysts.
Matt earned a BA in Economics from Colby College. He is also a CFA level II candidate.
Eleanor Miller joined the Fund in March 2020. She is involved in manager selection and ongoing due diligence for the private equity, real estate, and natural resources portfolios.
Prior to joining the Fund, Eleanor spent two and a half years at Sandler O’Neill & Partners, LP as an Investment Banking Analyst executing mergers, acquisitions, and financings for financial institutions.
Eleanor earned a BBA in Finance with a minor in International Business from the University of Iowa.
Aaron Blum joined the Fund in 2019. He is involved in the Fund’s analytical processes for risk management, exposure monitoring, asset allocation, and data management activities of the investment team.
Prior to joining the Fund, Aaron worked at Neuberger Berman within the Portfolio Analysis & Risk group for over three years. At Neuberger Berman, he was responsible for working with the firm’s various institutional Equity, Fixed Income, and Multi-Asset class portfolio management teams by providing investment insights on portfolio construction and risk factor analytics.
Aaron has earned a BBA in Finance from Baruch College and is a candidate in the CFA program.
Denita Grinnard has been with the Fund since 1995. She manages the Fund’s short term cash and works closely with the Fund’s custodian, JPMorgan Chase, with the movement of funds.
She holds a BS in accounting from Rutgers University.
Kathleen Sammartino has been with the Fund since 1998. She worked previously for the executive vice president of the Fund before his retirement.
Prior to joining the Fund, she worked at PNC Bank located in East Brunswick, NJ.
Patterson Belknap Webb & Tyler LLP
JP Morgan Chase
Lincoln Life Assurance Company of Boston