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The Endowment

Investment Office Staff

Doug Phillips

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 Johnson

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-present
2001-2004 
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

Richard Insalaco

Richard C. Insalaco
Senior Investment Officer and Assistant Treasurer
Adjunct Professor of Finance at Simon School of Business 
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 & Assistant Treasurer, University of Rochester 2011-present
 
Responsibilities: Areas of concentration include fixed income, private equity, multi-strategy hedge funds, distressed, cash funds, and risk management; additionally responsible for investment of operating capital.
 
Outside activities: Member, New York Society of Securities Analysts, CFA Institute; California, New York, and New Jersey bars. Member of not-for-profit boards in Rochester.

Steve Groves

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.

Robert C. Rahbari

Robert C. Rahbari
Investment Officer 
Phone: (585) 275-9172


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
     
Outside activities: Executive Committee of Board of Directors of Project Enterprise (NYC nonprofit); Member, New York bar.
     

Jake Conway

John F. Conway (“Jake”)
Manager of Investment Research
Phone: (585) 275-9167
Email: jake.conway@rochester.edu


Education: Saint John Fisher College, BS 2009
CFA Level II Candidate
 
Employment:

Investment Analyst, Ashford Advisors, LLC

2010-2013
  Manager of Investment Research, University of Rochester   2013-present
 
Responsibilities: Conduct due diligence on new and existing investment managers and assist team of Investment Officers in identifying investment opportunities.

Tammy Lancy

Tammy S. 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 Werner

Anne K. Werner
Investment Accountant
585-275-9181

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.

Natalie O. Gibney
Investment Associate
Phone: (585) 275-8051
Email: natalie.gibney@rochester.edu


Education: Furman University, BA 2006
 
Employment: Marketing Intern, Southern Progress Corporation 2006-2007
  Office/Promotion Manager, Southern Progress Corporation 2007-2008
 

Marketing Coordinator, HR Works, Inc.

2008-2011
  Marketing Manager, HR Works, Inc. 2011-2014
  Investment Associate, University of Rochester 2014-present
 
Responsibilities: Manages the flow of information from the University’s investment managers and provides support to investment office staff.

Katherine Chapman

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

Russel Olson

Russell L. Olson
Investor In Residence
Phone: (585) 275-9183


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.