Investment Staff

Phillips

Douglas W. Phillips

Senior Vice President, Institutional Resources

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). Oversees investment office staff.

Outside Activities MCIC (Investment Committee), The Rotary Foundation of Rotary International (Investment Committee), and several not-for profit Boards or Investment Committees in Rochester.

Johnson

Joyce A. Johnson

Associate Vice President for Investments and Assistant Treasurer

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 (1975-present)
Assistant Treasurer (1994-present)
Investment Officer (2001-2004)
Associate Vice President for Investments (2004-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.


Insalaco

Richard C. Insalaco

Senior Investment Officer and Assistant Treasurer
Adjunct Professor of Finance at Simon School of Business

Education University of Rochester, BA 1984
University of Michigan, JD 1987, MBA 1996
CFA charterholder

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 & Assistant Treasurer, University of Rochester (2011-present)
Adjunct Professor of Finance, Simon Business School, University of Rochester (2014-present)

Responsibilities Areas of concentration include fixed income, private equity, multi-strategy hedge funds, distressed, cash funds, and risk management; responsible for investment of operating capital.

Outside Activities Member, CFA Institute and CFA Society of Rochester; California, New York, and New Jersey bars. Member of not-for-profit boards in Rochester.


Groves2

Steven M. Groves

Investment Officer

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.


Rahbari

Robert C. Rahbari

Investment Officer

Education University of Michigan, BA 1993
University of Chicago Law School, JD 1996

Employment Associate, Skadden, Arps, Slate, Meagher & Flom LLP (1996-2000)
Vice President Strategic Relations, Director, General Counsel, Ondotek Inc. (2000-2003)
Associate, Weil, Gotshal & Manges LLP (2003-2004)
Director, Ferro Capital LLC (2004-2006)
Co-Founder and Managing Director, RAS Capital Management (2006-2009)
Vice President, Private Bank, J.P. Morgan (2010-2013)
Investment Officer, University of Rochester (2013-present)

Responsibilities Areas of concentration include secondary investments and emerging markets; generalist across asset classes.

Outside Activities Investment Committee of Strong Museum; Member, New York bar.


Conway

John F. Conway

Manager of Investment Research

Education Saint John Fisher College, BS 2009
CFA charterholder

Employment Investment Analyst, Ashford Advisors, LLC (2010-2013)
Manager of Investment Research, University of Rochester (2013-present)

Responsibilities Conducts due diligence on new and existing investment managers and assists team of Investment Officers in identifying investment opportunities.

Outside Activities Member, CFA Institute and CFA Society of Rochester.

 

Lancy

Tammy S. Lancy

Manager of Investment Operations

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 Oversees production of investment reporting and supervision of support staff.


Werner

Glenn R. Dombrowski

Manager of Investment Administration and Reporting

Education Canisius College, BS 2008
Loyola University Maryland, MBA 2014

Employment Securities Analyst, Wells Fargo Corporate Trust (2012-2014)
Investment Operations Analyst, Johns Hopkins University (2014-2015)
Senior Investment Analyst, Rochester Regional Health (2016-2017)
Manager of Investment Administration and Reporting, University of Rochester (2017-Present)

Responsibilities Responsible for portfolio accounting, custodian relationship and performance reporting.


saunders_headshot

Andrea C. Saunders

Administrative Assistant

Education Monroe Community College, AAS 1999

Employment Secretary, University of Rochester (2004-2006)
Administrative Assistant, University of Rochester (2016-present)

Responsibilities Provides support to investment office staff.


RLO

Russell L. Olson

Investor In Residence

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 Consults with clients, serves on various investment committees in Rochester, including Strong Museum and Rochester Regional Health, and chairs the Children Awaiting Parents committee.