Contacts
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
Phone: (585) 275-3311
Fax: (585) 244-2629
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 | |
| Responsibilities: | Chief Investment Officer; area of concentration include private equity and hedge funds; responsible for asset allocation, strategy, investment manager recommendations, consulting relationship and portfolio monitoring. Principal liaison for endowment with the University of Rochester community (faculty senate, Deans, University officers, development officers). Oversee investment office staff. | |
| Outside activities: | MCIC (Investment Committee Chairman), American Red Cross (Endowment Trustee), various not-for profit Boards in Rochester | |
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 1994-2006 Investment Officer 2001-2004 Associate Vice President for Investments 2004-2006 |
1975-present | |
| 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 | |
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-present | |
| Responsibilities: | Responsible for investment of operating capital and securities lending; areas of concentration include fixed income, distressed, and cash funds. | |
| Outside activities: | Member, New York Society of Securities Analysts, CFA Institute; California, New York, and New Jersey bars | |
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. | |
Investment Analyst
Phone: 585-267-4089
| Education: | Hamilton College, BA 1993 Columbia University, MIA 1996 University of Rochester, MBA 2001 |
|
| Employment: | Officer, United Nations Development Program | 1996-1999 |
| Associate, Deloitte & Touche, Financial Advisory Services | 2001-2003 | |
| Manager, United Nations Conference on Trade & Development | 2003-2004 | |
| Investment Manager, Faisal Private Bank Switzerland | 2005-2007 | |
| Investment Analyst, University of Rochester | 2007-present | |
| Responsibilities: | Responsible for research and analysis of investment opportunities; analysis of portfolio and manager performance and allocations relative to benchmarks, policies and guidelines. | |
Investment Accountant
585-267-4090
| Education: | University of Rochester, BA 2003 | |
| Employment: | Account Controller, State Street Corporation | 2005-2006 |
| Custody Operations Analyst, Harvard Management Company | 2006-2007 | |
| Investment Accountant, University of Rochester | 2007-present | |
| Responsibilities: | Responsible for endowment accounting and performance reporting. | |
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; supervise the production of materials for Investment Committee meetings and annual report; participate with investment management team in formulating and implementing portfolio strategy; serve as back-up for handling distribution and cash calls from investment managers; administrative support for the Investment Committee of the Board of Trustees; supervision of secretarial support staff; responsible for budgets and payroll. | |
Administrative Assistant
Phone: (585) 275-8611
| Education: | Rutgers University, BA 1996 | |
| Employment: | Manager—Corporate Comm., Elizabethtown Water Co. | 1996-2004 |
| Office Manager, Agape Counseling Associates | 2004-2006 | |
| Administrative Assistant, University of Rochester | 2006-present | |
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 | |
Investor In Residence
Phone: (585) 267-4059
| Education: | Rutgers University, BA 1954 Harvard Business School, MBA 1971 |
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| 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. | |
