Annual Reports

2017 Annual Report
Board of Trustees

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. Specializing in municipal finance transactions, he is a partner 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 is now a member of the Advisory Board. He earned both his undergraduate and law degrees at Vanderbilt University.

Denise L. DayDenise L. Day

A trustee since 2012, Ms. Day is vice chairman of the Board of Trustees and the Executive Committee. She also 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 Y-USA 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.    

Mark BaumgartnerMark Baumgartner

A trustee since 2015, Mr. Baumgartner serves on the Compensation and Investment Committees. He is chief investment officer for the Institute for Advanced Study in Princeton, New Jersey. Mr. Baumgartner has experience in a wide range of asset classes and strategies, both public and private. He serves on the board of directors of The Investment Fund for Foundations (TIFF) and is a member of the Curriculum Advisory Council for the Chartered Alternative Investment Analyst (CAIA) Association. He earned a BSE from the University of Florida and a PhD from Princeton University. He is a CFA charterholder.  

Barbara A. BettinBarbara 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 State Alliance Chair. She also serves on the Y of the USA Strategic Planning CEO Advisory Committee and the Mid Major CEO Steering Committee. Ms. Bettin is a national trainer for various Y Professional Development training programs. She earned a BA in education from Wayne State College and an MA in sports management administration from the University of Nebraska. 

Angela Brock KyleAngela Brock-Kyle

A trustee since 2016, Ms. Brock-Kyle serves on the Compensation and Investment Committees. She has served on the investment committees and boards of a variety of financial service organizations. She is the founder and CEO of B.O.A.R.D.S. She serves on the Board for Infinity Property and Casualty Corporation (NASDAQ) and is a trustee of the Guggenheim/Rydex Funds. She earned a BS from California State University and an MBA and a JD from the University of California, Los Angeles. 

Stephen A. IvesStephen A. Ives

A trustee since 2015, Mr. Ives serves on the Compensation and Investment Committees. He is president of Cheyenne Petroleum Company. He is also CFO of a private family office and serves as a trustee and board member of various family entities, advising on matters ranging from real assets (including natural resources and real estate) to financial assets and markets. Mr. Ives is 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.

Jurij Z. KushnerJurij 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 VP and corporate controller of Bausch & Lomb. Mr. Kushner served on the Board of Directors at the YMCA of Greater Rochester from 1994 to 2005, including a term as chairman of the board. He recently rejoined that board, continues to serve on the Finance Committee, and was named chairman of the $75-million Strengthening our Communities campaign. He earned an MBA and a BA in economics at Rensselaer Polytechnic Institute.  

D. Scott LuttrellD. Scott Luttrell

A trustee since 2013, Mr. Luttrell is chairman of the Investment Committee. He also serves on the Executive and Audit Committees. As founder, CEO and CIO of LCM Group, Inc., he has a deep knowledge of a range of investment management approaches, including alternative asset strategies. Mr. Luttrell served as treasurer and then chairman of the Governance Board, and he also served as chairman of the Investment Committee of the Tampa Metropolitan Area YMCA. He earned a BBA in finance from Southern Methodist University.  

Robert T. LuttsRobert 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 the head of the company’s Investment Policy Committee. He appears frequently in the media due to his wide-ranging knowledge of markets and a clear, well-articulated investment strategy which is explained in the book he authored. He is the former chair and trustee 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.  

Eric K. MannEric K. Mann

A trustee since 2007, Mr. Mann is chairman of the Benefits & Operations Committee. He also serves on the Audit and Executive 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 Y-USA Board of Directors. He earned a BS in recreation from Mars Hill College. 

David M. MartinDavid M. Martin

A trustee since 2015, Mr. Martin serves on the Governance and Investment Committees. He is president of Foster Holdings, Inc., with considerable experience in many asset classes, ranging from public equity and debt to private assets, both domestically and overseas. Mr. Martin is currently on the Board of Directors of the YMCA of Greater Pittsburgh (past chairman) and YMCA Camp Kon-O-Kwee Spencer. He earned a BS from Robert Morris University.  

Sandra J. MoranderSandra J. Morander

A trustee since 2017, Ms. Morander serves on the Benefits & Operations and Governance Committees. She is president and CEO of the YMCA of Greater San Antonio, TX. Prior to that, Ms. Morander held management positions at Ys in Boston, MA; Dallas, TX; and Biddeford, ME. She serves on the Talent and Knowledge Management Committee, and Membership Training Task Force, and she will chair the CEO Advisory Committee for the 2018 Strategy Plan for the YMCA of the USA. Ms. Morander earned a BS in sports management and industrial fitness from Keene State College. 

Georganne F. PerkinsGeorganne 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 the current senior advisor of Fisher Lynch Capital. She is a member of the Investment Committees of the Silicon Valley Community Foundation, Santa Clara University, and the San Bruno Community Foundation. She is also a member of the Steering Committee of the Private Equity Women Investor 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.   

William D. RueckertWilliam 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 has experience across a range of institutional portfolios and most asset classes, with particular experience investing in banks and biotechnology. 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.  

Joseph R. WeistJoseph R. Weist

A trustee since 2016, Mr. Weist is vice chairman of the Audit Committee and also serves on the Benefits & Operations Committee. He is the chief financial officer of the YMCA of Greater Hartford. Prior to that, he was 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 BSBA from the University of Nebraska-Lincoln and an MBA from Iowa State University. He is a certified public accountant. 

 


 

Rich 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 the retired president and CEO of the YMCA of San Diego County and served as a trustee of the Fund from 1999 – 2010.