The Endowment

Investment Office Staff

For overnight deliveries and mail:
University of Rochester
Office of Institutional Resources
110 Office Park Way
Pittsford, New York 14534

We will continue to accept mail at our former Post Office Box:
University of Rochester
Office of Institutional Resources
P.O. Box 270012
Rochester, New York 14627-0012

investment.office@rochester.edu
Phone: (585) 275-3311
Fax: (585) 244-2629

Douglas W. Phillips
Senior Vice President, Institutional Resources
Phone: (585) 275-3311

Education:	Rutgers University, BA 1980 Rensselaer Polytechnic Institute, MBA 1991
Employment:	Financial Analyst, Management Planning, Princeton NJ	1980-1981
	Manager of Investment Administration, Princeton University	1982-1986
	Associate Treasurer / Treasurer, Williams College	1986-2000
	Senior Vice President, University of Rochester	2000-present
Awards:	2010 NACUBO Rodney Adams Award for Endowment Management (Read his comments at the acceptance ceremony.)
Responsibilities:	Chief Investment Officer; responsible for asset allocation, risk program, portfolio construction, strategy, investment manager recommendations, consulting relationship and portfolio monitoring. Principal liaison for investments with the University of Rochester community (faculty senate, Deans, University officers, development officers, and University affiliates). Oversee investment office staff.
Outside activities:	MCIC (Investment Committee), The Rotary Foundation of Rotary International (Investment Committee), NY State Common Retirement Fund (Investment Advisory Committee), and several not-for profit boards in Rochester.

Joyce A. Johnson
Associate Vice President for Investments and Assistant Treasurer
Phone: (585) 275-8610

Education:	University of Rochester, BA 1971

Employment:	Secretary to VP for Branch Administration & Operations Canal National Bank, Portland, Maine	1971-1974
	Secretary to Director of Marketing, Nalge Corporation Rochester, New York	1974-1975
	University of Rochester Assistant Treasurer Investment Officer Associate Vice President for Investments	1975-present 1994-2006 2001-2004 2004-2006
Responsibilities:	Areas of concentration include publicly traded domestic and international equities and hedge funds; responsible for custodial bank relationship; primary investment liaison with Advancement Officers for deferred giving plans

Outside activities:	Investment Advisory Committee of Rivas Trust

Richard C. Insalaco
Senior Investment Officer
Phone: (585) 275-4838

Education:	University of Rochester, BA 1984 University of Michigan, JD, 1987, MBA 1996 CFA charter holder

Employment:	Corporate Attorney, Thelen et al/Titchell, Maltzman et al, San Francisco CA	1987-1994
	Trader/Senior Financial Analyst, Federal Reserve Bank of New York	1996-2006
	Investment Officer, University of Rochester	2006-2011
	Senior Investment Officer, University of Rochester	2011-present

Responsibilities:	Responsible for investment of operating capital and securities lending; areas of concentration include fixed income, private equity, distressed, and cash funds.

Outside activities:	Member, New York Society of Securities Analysts, CFA Institute; California, New York, and New Jersey bars

Steven M. Groves
Investment Officer
Phone: (585) 275-4889

Education:	SUNY Fredonia, BA & BS 1997 University of Rochester, MBA 2005

Employment:	Risk Management Analyst, Manning & Napier Advisors	1997-2000
	Investment Analyst, University of Rochester	2000-2004
	Investment Officer, University of Rochester	2004-present

Responsibilities:	Area of concentration includes real assets.

Tammy Lancy
Manager of Investment Operations
Phone: (585) 275-8655

Education:	Roberts Wesleyan College, BA 1992

Employment:	Secretary, University of Rochester	1993-1995
	Administrative Assistant, University of Rochester	1995-2004
	Manager, Investment Operations, University of Rochester	2004-present

Responsibilities:	Oversee production of investment reporting and supervision of support staff.

Anne K. Werner
Investment Accountant
585-267-4090

Education:	St. Bonaventure University, BA 2007

Employment:	Senior Auditor, KPMG LLP	2007-2009
	Accountant, Manning & Napier Advisors LLP	2009-2011
	Investment Accountant, University of Rochester	2011-present

Responsibilities:	Responsible for endowment accounting and performance reporting.

Priya Thadani
Manager of Investment Research
Phone: (585) 267-4089

Education:	University of Mumbai, India, BA 1998 Institute of Chartered Financial Analysts of India Business School, MBA 2002 University of Rochester, MS 2010
Employment:	Senior Manager– Product Management Group, HDFC Bank, Ltd. 2002-2007 Financial Analyst, Michael L. Medkiff CPA, Inc. Investment Intern, University of Rochester Manager of Investment Research, University of Rochester	2002-2007 2007-2009 2010-2011 2011-present
Responsibilities:	Systems development and investment research.

Katherine Chapman
Administrative Assistant
Phone: (585) 275-8611

Education:	Bryant & Stratton Business Institute, AOS 1990

Employment:	Secretary, University of Rochester	1990-1999
	Administrative Assistant, University of Rochester	1999-present

Dianne Wittman
Secretary
Phone: (585) 275-8051

Education:	Nazareth College, BA 2004

Employment:	Executive Secretary, Catholic Women’s Club	1990-1994
	Administrative Assistant, Upstate Systems, Inc.	1994-1997
	Transcriptionist, Larry H. Warren Consulting Engineers	2001-2002
	Receptionist, WHAM – Channel 13	2002-2008
	Secretary, University of Rochester	2008-present

Russell L. Olson
Investor In Residence
Phone: (585) 267-4059

Education:	Rutgers University, BA 1954 Harvard Business School, MBA 1971

Employment:	Eastman Kodak Company	1954-2000
	Responsibility for Kodak Pension Fund	1971-2000
	Director, Pension Investments	1982-2000
	Consultant, University of Rochester, Institutional Investing	2005-present

Outside activities:	In addition to consulting clients, various investment committees in Rochester, including Strong Museum and ViaHealth, and chairman of Children Awaiting Parents committee.