The Investment Committee along with Merrill Lynch our Institutional Investment Advisors collaborate diligently to obtain competitive returns on our investments while adhering to the Investment Policy. The investment committee reports to the JCFW Board of Directors and is composed of board and community members with knowledge and expertise in finance, wealth management, investments, and the longevity of the Foundation's mission and vision. The investment committee sets the guidelines for the Investment Policy Statement with board approval.

Merrill Lynch Institutional Investment Advisors

Tim Cody, Senior Financial Advisor CFP®

Joel Moore, Senior Financial Advisor CAP® CIMA®    

Misti Sangani, Managing Director Senior Philanthropic Strategist, Philanthropic Solutions

Kelsey Hough, CRPC™ Assistant Vice President


Investment Committee 

Dan Gumpert, (Chairman)

Rob Spector, President

Jeff Clair, 2nd Vice President

Michael Ellison, Executive Director

Mike Dean, Member

Joel Haas, Member

Michael Rohman, Member


At the Jewish Community of the West, we seek to guarantee a Jewish tomorrow through the creation of a culture of legacy within the community by empowering individuals and organizations to engage in effective, meaningful giving.