Annual Reports

2016 Annual Report
Board of Trustees
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William A. Holby

A trustee since 2004, Mr. Holby is chairman of the Board of Trustees and the Executive Committee. He also serves on the Compensation and Benefits & Operations Committees. He is a partner in the Finance Practice Group at King & Spalding LLP in Atlanta, GA. Mr. Holby has served on the Board of the Metro Atlanta YMCA for more than 25 years, including a four-year term as chairman, and most recently served as chair of the Resource Development Task Force. He earned both his undergraduate and law degrees at Vanderbilt University.

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Eric K. Mann

A trustee since 2007, Mr. Mann is vice chairman of the Board and the Executive Committee. He also serves on the Audit and Benefits & Operations Committees. He is president and CEO of the YMCA of Florida's First Coast in Jacksonville, Florida. Mr. Mann has held management positions at Ys in Pittsburgh, Charlotte, Cincinnati, Asheville, Central Connecticut Coast, and Los Angeles. He is chairman of the South African YMCA Coalition and has served on the YMCA of the USA Board of Directors. He earned a BS in recreation from Mars Hill College.  

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Mark Baumgartner

A trustee since 2015, Mr. Baumgartner serves on the Compensation and Investment Committees. He is chief investment officer for the Institute of Advanced Study in Princeton, New Jersey. Mr. Baumgartner serves on the board of directors for the Foundation Financial Officers Group, and he is a member of the Curriculum Advisory Council for the Chartered Alternative Investment Analyst Association. He earned a BSE from the University of Florida and a PhD from Princeton University. He is a CFA charterholder. 

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Barbara A. Bettin

A trustee since 2015, Ms. Bettin serves on the Audit and Benefits & Operations Committees. She is president and CEO of the YMCA of Lincoln, Nebraska. Ms. Bettin serves as the Nebraska Alliance Chair and serves on the Areas of Focus Task Force for the YMCA of the USA. She is also a National Trainer for various Y Professional Development trainings. She earned a BA in education from Wayne State College and an MA in health and physical education administration from the University of Nebraska. 

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Angela Brock-Kyle

A trustee since 2016, Ms. Brock-Kyle serves on the Compensation and Investment Committees. She is Founder and CEO of B.O.A.R.D.S. She serves on the Board for Infinity Property and Casualty Corporation (NASDAQ). She is also a trustee of the Guggenheim/Rydex Funds and sits on the Board of the Executive Women’s Golf Association Foundation. She earned a BS from California State University and an MBA and a JD from the University of California, Los Angeles. 

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Denise L. Day

A trustee since 2012, Ms. Day serves on the Benefits & Operations and Governance Committees. She is president and CEO of the YMCA of Greater Brandywine in West Chester, Pennsylvania. She has previously served as executive director of Ys in Pennsylvania and Delaware. Ms. Day serves on the YMCA of the USA Areas of Focus task group. She earned a BS in exercise science from the University of Nebraska. 

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Carmelita Gallo

A trustee since 2009, Ms. Gallo is chairman of the Benefits & Operations Committee. She also serves on the Governance and Executive Committees. She is senior vice president and COO of the YMCA of Metropolitan Dallas. Previously, Ms. Gallo worked for YMCA of the USA and the YMCA of Metropolitan Chicago. She earned a BA in philosophy from the University of Illinois. 

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Stephen A. Ives

A trustee since 2015, Mr. Ives serves on the Compensation and Investment Committees. He is president of Cheyenne Petroleum Company, an oil and gas exploration company. He is also CFO of a private family office and serves as trustee and board member of various family entities. Mr. Ives in an adjunct professor at the University of Oklahoma. He earned a BBA and Masters of Accountancy from the University of Oklahoma. He is a certified public accountant.

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Jurij Z. Kushner

A trustee since 2013, Mr. Kushner is chairman of the Compensation Committee. He also serves on the Executive and Investment Committees. He is a retired vice president and corporate controller of the optical health corporation Bausch & Lomb. Mr. Kushner has served more than eleven years on the board of directors for the YMCA of Greater Rochester, including a term as chairman. He also served as chairman of the YMCA’s Invest in Youth Campaign, and continues to serve as a member of its honorary board and finance committee. He earned an MBA and a BA in economics at Rensselaer Polytechnic Institute. 

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D. Scott Luttrell

A trustee since 2013, Mr. Luttrell is chairman of the Investment Committee. He also serves on the Executive and Audit Committees. He is founder, CEO and chief investment officer of LCM Group, Inc. Mr. Luttrell served as chairman of the Governance Board and also as chairman of the Investment Committee of the Tampa Metropolitan Area YMCA. He is a Friend of the First Tee program. He earned a BBA in finance from Southern Methodist University. 

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Robert T. Lutts

A trustee since 2012, Mr. Lutts serves on the Governance and Investment Committees. He is founder, president and chief investment officer of Cabot Wealth Management, Inc. and also serves as head of the company’s Investment Policy Committee. He is chairman of the board of trustees of the YMCA of the North Shore in Beverly, Massachusetts. He earned a BS in finance and management from Babson College and an MBA in investments and finance from the University of Massachusetts, Amherst. 

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David M. Martin

A trustee since 2015, Mr. Martin serves on the Governance and Investment Committees. He is president of Foster Holdings, Inc. Mr. Martin is currently on the Board of Directors of the YMCA of Greater Pittsburgh (past chairman) and YMCA Camps Kon-O-Kwee/Spencer. He earned a BS from Robert Morris University. 

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Georganne F. Perkins

A trustee since 2006, Ms. Perkins is chairman of the Audit Committee. She also serves on the Investment and Executive Committees. She is a retired managing director and current senior advisor of Fisher Lynch Capital. She is a member of the Investment Committees for the Silicon Valley Community Foundation, Santa Clara University and the San Bruno Community Foundation. She is also a member of the Steering Committee for Private Equity Women Investing Network and chair emeritus of the Endowment Management Committee for Saint Francis High School. She earned a BA in fine arts from the University of California, Irvine. 

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William D. Rueckert

A trustee since 2014, Mr. Rueckert is chairman of the Governance Committee. He also serves on the Investment and Executive Committees. He is president of Oyster Management Group, LLC. He is an emeritus director of the YMCA of Greater New York and director and president of the Cleveland H. Dodge Foundation. He earned a BA in Spanish from the University of New Hampshire. 

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Joseph R. Weist

A trustee since 2016, Mr. Weist serves on the Audit and Benefits & Operations Committees. He is the chief financial officer of the YMCA of Greater Hartford. Prior to that, he was the Director of Finance for the YMCA of Greater Des Moines, Iowa. Mr. Weist is also 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. 

 


 

Richard A. Collato

 
AYR LIAISON

Richard A. Collato

The YMCA Retirement Fund’s Board first appointed Richard A. Collato to the position of AYR Liaison in 2011. In this role, Mr. Collato provides a direct line of communication between the Fund’s Trustees and AYR (Association of YMCA Retirees), sending a quarterly newsletter to all retirees after every Board meeting. Mr. Collato is retired president and CEO of the YMCA of San Diego County and served as a trustee of the Fund from 1999 – 2010.