Investment Committee
Organization
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®
Eric Weinhemier
Managing Director Senior Philanthropic Strategist, Philanthropic Solutions
Kelsey Hough
CRPC™ Assistant Vice President
Investment Committee
Michael Ellison
Executive Director
Dan Gumpert
Chair
Jeff Clair
2nd Vice President
Michael Rohman
Board Member
Robert Burger
Member
Mike Dean
Member
Rick Frey
Member
Joel Haas
Member
Larry Saltzman
Member