Investment Staff

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 and Presentations 2010 NACUBO Rodney Adams Award for Endowment Management (Read his comments at the acceptance ceremony.)

2018 presentation at the NMS Conference in Scottsdale, AZ (Camp Fire Stories With Douglas Phillips.)


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)


Rahbari

Robert C. Rahbari

Senior Investment Officer and Assistant Treasurer 

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

University of Rochester, MBA 2018
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 (2013-2018)
Senior Investment Officer and Assistant Treasurer, University of Rochester (2018-present)


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)


Conway

John F. Conway

Investment Officer

Education Saint John Fisher College, BS 2009
CFA charterholder
University of Rochester, MBA 2018

Employment Investment Analyst, Ashford Advisors, LLC (2010-2013)
Manager of Investment Research, University of Rochester (2013-2018)
Investment Officer, University of Rochester (2018-Present)


nicholas russo

Nicholas J. Russo

Investment Analyst 

Education SUNY Geneseo, BS 2014
Passed all three levels of the CFA Program

Employment Analyst, three+one advisors (2014-2015)
Portfolio Analyst, Armbruster Capital Management (2015-2018)
Investment Analyst, University of Rochester (2018-present)


stephanie westen

Stephanie Westen

Investment Analyst 

Education Duke University, BS 2005
Temple University, Master of Music 2008
University of North Carolina at Chapel Hill, Master of Accounting 2010
Certified Public Accountant

Employment Assurance Associate, RSM US LLP (formerly McGladrey LLP), Raleigh NC (2010-2012)
Performance Analyst, DUMAC, Inc. (Duke University), Durham NC (2012-2016)
Senior Internal Auditor, University of Rochester (2017-2018)
Investment Analyst, University of Rochester (2018-present)

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)


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)


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)


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)