{"id":946,"date":"2025-02-24T11:41:53","date_gmt":"2025-02-24T16:41:53","guid":{"rendered":"https:\/\/www.rochester.edu\/endowment\/?page_id=946"},"modified":"2026-02-16T09:13:50","modified_gmt":"2026-02-16T14:13:50","slug":"investment-staff","status":"publish","type":"page","link":"https:\/\/www.rochester.edu\/endowment\/investment-staff\/","title":{"rendered":"Investment Staff"},"content":{"rendered":"<h2><img loading=\"lazy\" decoding=\"async\" class=\"wp-image-6572 size-full alignright\" src=\"https:\/\/www.rochester.edu\/endowment\/wp-content\/uploads\/2025\/11\/Geoffrey_Berg_200w.jpg\" alt=\"Portrait of RGeoffrey Berg.\" width=\"200\" height=\"200\" srcset=\"https:\/\/www.rochester.edu\/endowment\/wp-content\/uploads\/2025\/11\/Geoffrey_Berg_200w.jpg 200w, https:\/\/www.rochester.edu\/endowment\/wp-content\/uploads\/2025\/11\/Geoffrey_Berg_200w-150x150.jpg 150w\" sizes=\"auto, (max-width: 200px) 100vw, 200px\" \/> Geoffrey Berg<\/h2>\n<p>Senior Vice President &amp; Chief Investment Officer<\/p>\n<hr \/>\n<h2><img loading=\"lazy\" decoding=\"async\" class=\"size-full wp-image-986 alignright\" src=\"https:\/\/www.rochester.edu\/endowment\/wp-content\/uploads\/2025\/02\/Richard-C.-Insalaco.webp\" alt=\"Portrait of Richard C. Insalaco.\" width=\"200\" height=\"200\" srcset=\"https:\/\/www.rochester.edu\/endowment\/wp-content\/uploads\/2025\/02\/Richard-C.-Insalaco.webp 200w, https:\/\/www.rochester.edu\/endowment\/wp-content\/uploads\/2025\/02\/Richard-C.-Insalaco-150x150.webp 150w\" sizes=\"auto, (max-width: 200px) 100vw, 200px\" \/>Richard C. Insalaco<\/h2>\n<p>Senior Investment Officer and Assistant Treasurer<br \/>\nAdjunct Professor of Finance at Simon School of Business<\/p>\n<p><strong>Education<\/strong><br \/>\nUniversity of Rochester, BA 1984<br \/>\nUniversity of Michigan, JD 1987, MBA 1996<br \/>\nCFA Charterholder<\/p>\n<p><strong>Employment<\/strong><br \/>\nCorporate Attorney, Thelen et al\/Titchell, Maltzman et al, San Francisco CA (1987-1994)<br \/>\nTrader\/Senior Financial Analyst, Federal Reserve Bank of New York (1996-2006)<br \/>\nInvestment Officer, University of Rochester (2006-2011)<br \/>\nSenior Investment Officer &amp; Assistant Treasurer, University of Rochester (2011-present)<br \/>\nAdjunct Professor of Finance, Simon Business School, University of Rochester (2014-present)<\/p>\n<hr \/>\n<h2><img loading=\"lazy\" decoding=\"async\" class=\"size-full wp-image-1016 alignright\" src=\"https:\/\/www.rochester.edu\/endowment\/wp-content\/uploads\/2025\/02\/Robert-C.-Rahbari.webp\" alt=\"Portrait of Robert C. Rahbari.\" width=\"200\" height=\"200\" srcset=\"https:\/\/www.rochester.edu\/endowment\/wp-content\/uploads\/2025\/02\/Robert-C.-Rahbari.webp 200w, https:\/\/www.rochester.edu\/endowment\/wp-content\/uploads\/2025\/02\/Robert-C.-Rahbari-150x150.webp 150w\" sizes=\"auto, (max-width: 200px) 100vw, 200px\" \/>Robert C. Rahbari<\/h2>\n<p>Senior Investment Officer and Assistant Treasurer<\/p>\n<p><strong>Education<\/strong><br \/>\nUniversity of Michigan, BA 1993<br \/>\nUniversity of Chicago Law School, JD 1996<\/p>\n<p><strong>Employment<\/strong><br \/>\nAssociate, Skadden, Arps, Slate, Meagher &amp; Flom LLP (1996-2000)<br \/>\nVice President Strategic Relations, Director, General Counsel, Ondotek Inc. (2000-2003)<br \/>\nAssociate, Weil, Gotshal &amp; Manges LLP (2003-2004)<br \/>\nDirector, Ferro Capital LLC (2004-2006)<br \/>\nCo-Founder and Managing Director, RAS Capital Management (2006-2009)<br \/>\nVice President, Private Bank, J.P. Morgan (2010-2013)<br \/>\nInvestment Officer, University of Rochester (2013-2018)<br \/>\nSenior Investment Officer and Assistant Treasurer, University of Rochester (2018-present)<\/p>\n<hr \/>\n<h2><img loading=\"lazy\" decoding=\"async\" class=\"wp-image-6652 size-full alignright\" src=\"https:\/\/www.rochester.edu\/endowment\/wp-content\/uploads\/2025\/12\/SMG_UR-ID_Fall2025_3.jpg\" alt=\"Portrait of Steven M. Groves.\" width=\"200\" height=\"200\" srcset=\"https:\/\/www.rochester.edu\/endowment\/wp-content\/uploads\/2025\/12\/SMG_UR-ID_Fall2025_3.jpg 200w, https:\/\/www.rochester.edu\/endowment\/wp-content\/uploads\/2025\/12\/SMG_UR-ID_Fall2025_3-150x150.jpg 150w\" sizes=\"auto, (max-width: 200px) 100vw, 200px\" \/>Steven M. Groves<\/h2>\n<p>Senior Investment Officer<\/p>\n<p><strong>Education<\/strong><br \/>\nSUNY Fredonia, BA &amp; BS 1997<br \/>\nUniversity of Rochester, MBA 2005<\/p>\n<p><strong>Employment<\/strong><br \/>\nRisk Management Analyst, Manning &amp; Napier Advisors (1997-2000)<br \/>\nInvestment Analyst, University of Rochester (2000-2004)<br \/>\nInvestment Officer, University of Rochester (2004-2022)<br \/>\nSenior Investment Officer, University of Rochester (2022-present)<\/p>\n<hr \/>\n<h2><img loading=\"lazy\" decoding=\"async\" class=\"size-full wp-image-1006 alignright\" src=\"https:\/\/www.rochester.edu\/endowment\/wp-content\/uploads\/2025\/02\/Claudia-Rosello.webp\" alt=\"Portrait of Claudia Rosello.\" width=\"200\" height=\"200\" srcset=\"https:\/\/www.rochester.edu\/endowment\/wp-content\/uploads\/2025\/02\/Claudia-Rosello.webp 200w, https:\/\/www.rochester.edu\/endowment\/wp-content\/uploads\/2025\/02\/Claudia-Rosello-150x150.webp 150w\" sizes=\"auto, (max-width: 200px) 100vw, 200px\" \/>Claudia Rosello<\/h2>\n<p>Senior Investment Officer<\/p>\n<p><strong>Education<\/strong><br \/>\nUniversidad de Los Andes, BA (Bogota, Colombia)<br \/>\nLondon School of Economics, MSc Development Studies (London, U.K)<br \/>\nCFA Charterholder<br \/>\nChartered Alternative Investment Analyst<\/p>\n<p><strong>Employment<\/strong><br \/>\nFinancial Analyst, Ministry of Finance, Bogot\u00e1, Colombia (1996-1999)<br \/>\nFinancial Analyst, FOGAFIN, Fondo de Garant\u00edas de Instituciones Financieras, Bogot\u00e1, Colombia (1999-2000)<br \/>\nIndependent Consultant (2002-2003)<br \/>\nAdvisor, Superintendencia Financiera de Colombia (Office of the Financial Superintendent) Bogot\u00e1, Colombia (2005-2006)<br \/>\nDirector for Portfolio Investments, Superintendencia Financiera de Colombia (Office of the Financial Superintendent)<br \/>\nBogot\u00e1, Colombia (2006-2008)<br \/>\nSenior Analyst, Product Management- Emerging Markets PIMCO, Newport Beach, California (2008-2013)<br \/>\nInvestment Associate, Cornell University, Office of University Investments (2015-2023)<br \/>\nInvestment Officer, University of Rochester (2023-2026)<br \/>\nSenior Investment Officer, University of Rochester (2026-present)<\/p>\n<hr \/>\n<h2><img loading=\"lazy\" decoding=\"async\" class=\"size-full wp-image-1026 alignright\" src=\"https:\/\/www.rochester.edu\/endowment\/wp-content\/uploads\/2025\/02\/Ryan-N.-Kirchhof.webp\" alt=\"Portrait of Ryan N. Kirchhof.\" width=\"200\" height=\"200\" srcset=\"https:\/\/www.rochester.edu\/endowment\/wp-content\/uploads\/2025\/02\/Ryan-N.-Kirchhof.webp 200w, https:\/\/www.rochester.edu\/endowment\/wp-content\/uploads\/2025\/02\/Ryan-N.-Kirchhof-150x150.webp 150w\" sizes=\"auto, (max-width: 200px) 100vw, 200px\" \/>Ryan N. Kirchhof<\/h2>\n<p>Investment Analyst<br \/>\nWhitney Fellow<\/p>\n<p><strong>Education<\/strong><br \/>\nUniversity at Albany, BS 2023<\/p>\n<p><strong>Employment<\/strong><br \/>\nReal Estate Management and Development Intern, Paulsen Development (2021)<br \/>\nEndowment Office Intern, The Brookings Institution (2022)<br \/>\nInvestment Research Assistant, The Brookings Institution (2022)<br \/>\nInvestment Analyst, University of Rochester (2023-present)<\/p>\n<hr \/>\n<h2><img loading=\"lazy\" decoding=\"async\" class=\"alignright wp-image-5992 size-full\" src=\"https:\/\/www.rochester.edu\/endowment\/wp-content\/uploads\/2025\/09\/Saloni-Jain_200w-1.jpg\" alt=\"Portrait of Saloni Jain\" width=\"200\" height=\"200\" srcset=\"https:\/\/www.rochester.edu\/endowment\/wp-content\/uploads\/2025\/09\/Saloni-Jain_200w-1.jpg 200w, https:\/\/www.rochester.edu\/endowment\/wp-content\/uploads\/2025\/09\/Saloni-Jain_200w-1-150x150.jpg 150w\" sizes=\"auto, (max-width: 200px) 100vw, 200px\" \/>Saloni Jain<\/h2>\n<p>Investment Analyst<\/p>\n<p><strong>Education<\/strong><br \/>\nOld Dominion University, BSBA 2017<br \/>\nNortheastern University, MSc Quantitative Finance 2024<\/p>\n<p><strong>Employment<\/strong><br \/>\nFinancial Analyst, Toyota Financial Analyst (2022-2023)<br \/>\nInvestment Analyst, University of Rochester (2025-present)<\/p>\n<hr \/>\n<h2><img loading=\"lazy\" decoding=\"async\" class=\"size-full wp-image-1056 alignright\" src=\"https:\/\/www.rochester.edu\/endowment\/wp-content\/uploads\/2025\/02\/Tammy-S.-Lancy.webp\" alt=\"Portrait of Tammy S. Lancy.\" width=\"200\" height=\"200\" srcset=\"https:\/\/www.rochester.edu\/endowment\/wp-content\/uploads\/2025\/02\/Tammy-S.-Lancy.webp 200w, https:\/\/www.rochester.edu\/endowment\/wp-content\/uploads\/2025\/02\/Tammy-S.-Lancy-150x150.webp 150w\" sizes=\"auto, (max-width: 200px) 100vw, 200px\" \/>Tammy S. Lancy<\/h2>\n<p>Manager of Investment Operations &amp; Administration<\/p>\n<p><strong>Education<\/strong><br \/>\nRoberts Wesleyan College, BA 1992<\/p>\n<p><strong>Employment<\/strong><br \/>\nSecretary, University of Rochester (1993-1995)<br \/>\nAdministrative Assistant, University of Rochester (1995-2004)<br \/>\nManager, Investment Operations, University of Rochester (2004-2025)<br \/>\nManager of Investment Operations &amp; Administration, University of Rochester (2025-present)<\/p>\n<hr \/>\n<h2><img loading=\"lazy\" decoding=\"async\" class=\"size-full wp-image-1036 alignright\" src=\"https:\/\/www.rochester.edu\/endowment\/wp-content\/uploads\/2025\/02\/Stephanie-Westen.webp\" alt=\"Portrait of Stephanie Westen.\" width=\"200\" height=\"200\" srcset=\"https:\/\/www.rochester.edu\/endowment\/wp-content\/uploads\/2025\/02\/Stephanie-Westen.webp 200w, https:\/\/www.rochester.edu\/endowment\/wp-content\/uploads\/2025\/02\/Stephanie-Westen-150x150.webp 150w\" sizes=\"auto, (max-width: 200px) 100vw, 200px\" \/>Stephanie Westen<\/h2>\n<p>Manager of Investment Operations &amp; Reporting<\/p>\n<p><strong>Education<\/strong><br \/>\nDuke University, BS 2005<br \/>\nTemple University, Master of Music 2008<br \/>\nUniversity of North Carolina at Chapel Hill, Master of Accounting 2010<br \/>\nCertified Public Accountant<\/p>\n<p><strong>Employment<\/strong><br \/>\nAssurance Associate, RSM US LLP (2010-2012)<br \/>\nPerformance Analyst, DUMAC, Inc. (2012-2016)<br \/>\nSenior Internal Auditor, University of Rochester (2017-2018)<br \/>\nInvestment Operations Analyst, University of Rochester (2018-2023)<br \/>\nSenior Investment Operations Analyst, University of Rochester (2023-2025)<br \/>\nManager of Investment Operations &amp; Reporting, University of Rochester (2025-present)<\/p>\n<hr \/>\n<h2><img loading=\"lazy\" decoding=\"async\" class=\"wp-image-6682 size-full alignright\" src=\"https:\/\/www.rochester.edu\/endowment\/wp-content\/uploads\/2026\/02\/james_randall_200x200.jpg\" alt=\"Headshot of James Randall\" width=\"200\" height=\"200\" srcset=\"https:\/\/www.rochester.edu\/endowment\/wp-content\/uploads\/2026\/02\/james_randall_200x200.jpg 200w, https:\/\/www.rochester.edu\/endowment\/wp-content\/uploads\/2026\/02\/james_randall_200x200-150x150.jpg 150w\" sizes=\"auto, (max-width: 200px) 100vw, 200px\" \/>James Randall<\/h2>\n<p>Investment Operations Analyst<\/p>\n<p><strong>Education<\/strong><br \/>\nGannon University, BS 2020<br \/>\nUniversity of St. Andrews, MSc Finance &amp; Management 2021<\/p>\n<p><strong>Employment<\/strong><br \/>\nOperations Analyst, RDP Associates Inc. (2017-2022)<br \/>\nInvestment Operations Specialist, Manulife Investment Management (2022-2025)<br \/>\nInvestment Operations Analyst, University of Rochester (2026-Present)<\/p>\n<hr \/>\n<h2><img loading=\"lazy\" decoding=\"async\" class=\"size-full wp-image-996 alignright\" src=\"https:\/\/www.rochester.edu\/endowment\/wp-content\/uploads\/2025\/02\/Andrea-C.-Saunders.webp\" alt=\"Portrait of Andrea C. Saunders.\" width=\"200\" height=\"200\" srcset=\"https:\/\/www.rochester.edu\/endowment\/wp-content\/uploads\/2025\/02\/Andrea-C.-Saunders.webp 200w, https:\/\/www.rochester.edu\/endowment\/wp-content\/uploads\/2025\/02\/Andrea-C.-Saunders-150x150.webp 150w\" sizes=\"auto, (max-width: 200px) 100vw, 200px\" \/>Andrea C. Saunders<\/h2>\n<p>Administrative Assistant<\/p>\n<p><strong>Education<\/strong><br \/>\nMonroe Community College, AAS 1999<\/p>\n<p><strong>Employment<\/strong><br \/>\nSecretary, University of Rochester (2004-2006)<br \/>\nAdministrative Assistant, University of Rochester (2016-present)<\/p>\n","protected":false},"excerpt":{"rendered":"<p>Geoffrey Berg Senior Vice President &amp; Chief Investment Officer Richard C. Insalaco Senior Investment Officer and Assistant Treasurer Adjunct Professor of Finance at Simon School of Business Education University of&hellip;<\/p>\n","protected":false},"author":26,"featured_media":0,"parent":0,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"","meta":{"_acf_changed":false,"footnotes":""},"class_list":["post-946","page","type-page","status-publish","hentry"],"acf":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v27.1.1 - https:\/\/yoast.com\/product\/yoast-seo-wordpress\/ -->\n<title>Investment Staff - Endowment<\/title>\n<meta name=\"description\" content=\"Meet the dedicated professionals behind the University of Rochester Endowment Office, ensuring sustainable growth for the University\u2019s investments.\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/www.rochester.edu\/endowment\/investment-staff\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Investment Staff - 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