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2020

All-Star Chief Investment Officers

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As investors look to the future, Trusted Insight is ending the year by taking a glance back, to appreciate the leaders who helped navigate their institutions through these tumultuous months. With unprecedented market turmoil transforming the landscape and generating new opportunities and risks across asset classes, many institutions have benefited from the steady hand and wisdom of a deeply experienced leader. As 2020 comes to a close, Trusted Insight honors some of the industry’s most admired leaders with our 2020 All-Star Chief Investment Officers list.
Thomas Lenehan is the chief investment officer at the Wallace Foundation as of January 2021. Previously, he was the deputy chief investment officer of The Rockefeller University, where he helped manage the University’s $2.5 billion endowment. He started his career as a financial analyst at Goldman Sachs. He slowly climbed the ladder and held various positions throughout his career including as a senior associate at Stone Point Capital, principal at FTV Capital, vice president at Vista Equity Partners, and lastly, director at Commonfund Capital Inc. Lenehan holds an MBA from Stanford University and a B.S. in business administration and management from Georgetown University. Show more

Kim Lew

President and Chief Executive Officer

Columbia Investment Management Company

Kim Lew is the president and chief executive officer at Columbia Investment Management Company. Previously, she was the vice president and chief investment officer of Carnegie Corporation of New York, one of the oldest and most influential of American grantmaking foundations. Prior to joining Carnegie, she was a senior manager of private equity at the Ford Foundation, where she managed the foundation’s investments in venture capital and buyout funds and explored new areas of alternative investing. Lew holds an MBA from Harvard Business School and a BSE in accounting and organizational behavior from The Wharton School. She holds a Chartered Financial Analyst designation. Show more
Prabhu Palani is the chief investment officer of the City of San Jose's Retirement System. Prior to joining the public sector, Prabhu had a successful career on the buy-side as an investment strategist and portfolio manager with over 20 years of investment management experience with global leaders including Barclays Global Investors, Franklin Templeton Investments, and Mellon Capital. He has been a trusted partner in managing clients’ assets for several leading public and corporate pension plans, endowments and foundations. Prabhu holds graduate degrees from Stanford University and the University of Delaware and has both the Chartered Financial Analyst and Chartered Accountant designations. Show more

Jane Dietze

Vice President and Chief Investment Officer

Brown University

Jane Dietze is the vice president and chief investment officer at Brown University. She has been with the organization since 2013 and was previously a managing director. Before joining Brown, she served as the director of private equity at Bowdoin College. She joined Bowdoin from Fortress Investment Group, a global investment manager with $64 billion under management, where she was a managing director in the credit funds group. Prior to her work at Fortress, she was a general partner at Columbia Capital Corporation, a private equity fund focused on information technology and communications. She also worked throughout Russia and Central Europe as an investment officer at the private investment arm of the World Bank and as an analyst in the mergers and acquisitions department of Goldman Sachs. Dietze earned a bachelor’s degree in politics from Princeton University and a master’s degree in international economics and Russian studies from the Johns Hopkins School of Advanced International Studies.    jane_dietze@brown.edu Show more

Joel Wittenberg

Vice President and Chief Investment Officer

W.K. Kellogg Foundation

Joel Wittenberg is the vice president and chief investment officer at W.K. Kellogg Foundation. He has served the organization since 2009. Previously, he was the vice president-treasurer at Kellogg Company from 2000-2009, as well as vice president and treasurer of Armstrong World Industries and manager treasury at Dow Chemical. Wittenberg holds a B.S. from Michigan State University and an MBA from the University of Michigan.    joel.wittenberg@wkkf.org Show more

Stuart Mason

Chief Investment Officer & Associate Vice President

University of Minnesota

Stuart Mason currently serves as Associate Vice President, Chief Investment Officer and Director of the Office of Investments & Banking at the University of Minnesota. His responsibilities include managing the investments in the University’s $1.5 billion broadly diversified endowment, investing $200 million of other University reserves, and directing the cash management and treasury operations which include direct investment of approximately $1.2 billion of University’s working capital accounts. He also serves as the treasurer and chief investment officer of the University’s captive insurance company, RUMINCO, Ltd. Prior to joining the University in 2002, Mr. Mason served for 15 years as a senior investment banker or executive officer at investment banks including Dougherty & Company, EVERERN Securities, and Dain Rauscher Corporation. He also served for 10 years as a vice president of Wells Fargo Corporation. Mr. Mason serves as a director on several charitable or non-profit organization boards. Mr. Mason received a BA degree from St. Olaf College, and an MBA from the University of Minnesota, Carlson School of Business. Show more

Andrew Parks

Deputy Chief Investment Officer

University of Minnesota

Andrew Parks is the deputy chief investment officer at the University of Minnesota. He has served the University since 2014, and was previously the senior director of investment strategy and research there. Previously, he was the director of investments at Orbital ATK. Prior to that, he was an analyst and team lead at RBC Capital Markets. Parks holds an MBA in analytic finance from the University of Chicago - Booth School of Business and a B.S. in economics and finance from the University of Minnesota. Show more

Edward Grefenstette

President, Chief Executive Officer and Chief Investment Officer

The Dietrich Foundation

Edward Grefenstette serves as the president, chief executive officer and chief investment officer of The Dietrich Foundation. Prior to joining in April 2010, he served as Treasurer and Chief Investment Officer of Carnegie Mellon University in Pittsburgh. He previously co-founded Commonwealth Capital Group, L.P., a small-cap private equity fund, following seven years in investment banking and law. He earned his AB in Economics with honors from Georgetown University, a JD with honors from Georgetown University Law Center, and an MBA in Finance and Strategy with honors from Carnegie Mellon University. In addition to serving as a Trustee of The Dietrich Foundation, he also serves as a trustee and member of the Investment Committee of Carnegie Mellon University, a trustee and member of the Investment Committee of the University of Pittsburgh, a member of the investment committee of the University of Pittsburgh Medical Center (UPMC), a trustee of the Hillman Family Foundations and a director of The Hillman Company. Show more
Molly Murphy is the chief investment officer at Orange County Employees Retirement System, where she provides leadership and investment oversight to more than $17 billion of defined benefit pension plan assets. Previously, she was the CIO at Mercy Health, where she served for over 12 years. Prior to that, she was CIO at Seasongood Asset Management. Murphy holds an MBA from Xavier University and a B.S. degree from Miami University. Show more
Brian O'Neil has been the chief investment officer at The Robert Wood Johnson Foundation since 2003, where he is responsible for the management of the foundation’s $11.5 billion investment portfolio. Previously, he was the chief investment officer and held other positions at AXA Equitable for 22 years. O’Neil holds an MBA from the Columbia Graduate School of Business and a bachelor's degree from Princeton University. He holds a Chartered Financial Analyst designation. Show more

Johara Farhadieh

Executive Director and Chief Investment Officer

Illinois State Board of Investment

Johara Farhadieh serves as the executive director and chief investment officer at the Illinois State Board of Investment (“ISBI”), managing an $18.1 billion dollar defined benefit fund and a $4.2 billion dollar deferred compensation plan. In this position, Mrs. Farhadieh is responsible for investment management, operations and execution of ISBI’s investment policies as well as assisting the Board of Trustees in the strategic direction of ISBI. Mrs. Farhadieh also leads the continued effort of promoting diversity and inclusion within ISBI and the financial industry. Recently, Mrs. Farhadieh was named in Crain’s Chicago Business 2018, 40 Under 40 list. Show more
Colin Ambrose is the chief investment officer at Mother Cabrini Health Foundation. Previously, he was the chief investment officer at the UJA-Federation of New York, where he served over 9 years. Ambrose holds an MBA from Rensselaer Polytechnic Institute and a B.A. from Wesleyan University. Show more
Elizabeth Burton is the Chief Investment Officer at the Hawaii Employees’ Retirement System, an $18 billion pension investment fund. Previously, she was managing director of quant strategies group at the Maryland State Retirement and Pension System. Prior to that, she was a managing principal at William Street Advisory LLC. Burton holds an MBA from the University of Chicago Booth School of Business and a B.A. from Washington and Lee University. Show more

Xing Chen

President & Chief Investment Officer

LICR Fund, Inc.

Xing Chen is the president and chief investment officer of LICR Fund, Inc., the endowment of Ludwig Institute for Cancer Research. The Fund’s overall objective is to provide for the core spending needs of the Ludwig Institute for Cancer Research on a sustainable basis. The Fund’s portfolio primarily consists of high quality, globally diversified investments with a long-term orientation in order to ensure that the Institute’s needs are met today and in the future. Chen holds an MBA from St. John’s University. He also holds the CPA and CFA designations. Show more
Tom Richards has been chief investment officer at the University of Missouri System since 2011, prior to which he was the university’s assistant controller for financial reporting and taxation. Before joining the University of Missouri, he was chief financial officer of Landmark Bank. Richards has held positions at PricewaterhouseCoopers and KPMG. He holds a degree in accounting from the University of Michigan, is a certified public accountant (CPA), and is on the board of trustees of Stephens College and the board finance committee of Columbia Public Schools. Show more
Bill Lee has been chief investment officer for New York–Presbyterian Hospital since 2016. Lee is a member of the board of trustees of SEIU Healthcare 1199NW, sits on the investment committee of the Rockefeller Brothers Foundation, serves on the advisory board for Alonzo King LINES Ballet, and is a member of the IIEE investment committee. Lee holds an MBA from Cal State-East Bay, as well as a certificate in executive leadership from Harvard University. He is a chartered financial analyst (CFA). Show more

Jenny Chan

Senior Vice President & Chief Investment Officer

Children's Hospital of Philadelphia

Jenny Chan is senior vice president and chief investment officer of the Children’s Hospital of Philadelphia, which she joined in 2018. Prior to CHOP, Chan was a senior investment officer at the Doris Duke Charitable Foundation for 11 years. She holds an MBA from Yale and a bachelor’s degree in finance and accounting from New York University. Chan is a Chartered Alternative Investment Analyst and is an FSA Credential Level II Candidate. Show more
Jason Bull was named the first chief investment officer at The University of Georgia Foundation, where he has served since April 2018. Previously, he was a managing director at Emory University for over 10 years. Prior to that, he was an investment professional at Goldman Sachs and an investment analyst at SEI Investments. Jason holds an MBA in finance from Emory University and a B.S. in mathematics and economics from Eastern Michigan University. Show more
Farouki Majeed has been chief investment officer of the School Employees Retirement System of Ohio since July 2012. Majeed came to SERS of Ohio from CalPERS, where he served as senior investment officer of asset allocation and risk management from 2007 to 2012. Previously, Majeed was the inaugural CIO of the Abu Dhabi Pensions and Benefits Fund, as well as deputy director of investments for the Ohio Public Employees Retirement System from 2002-2004 and chief investment officer for the Orange County Employees Retirement System from 1997-2002. He began his investment career in 1980 with the National Development Bank of Sri Lanka. Majeed is a chartered financial analyst (CFA) and holds an MBA in finance from Rutgers University, as well as a bachelor’s in engineering from the University of Sri Lanka. Show more
Neil Nag is the chief investment officer at the Children's Healthcare of Atlanta, where he manages and oversees the Investment Office including its $4.7 billion portfolio of endowed funds and long-term capital. Prior to the Children's Healthcare of Atlanta, Neil was a senior portfolio manager at the YMCA Retirement Fund for four years. Neil also served as director of investments at Memorial Sloan Kettering Cancer Center and co-head of investments at Asset Alliance Corporation. Neil holds an MBA from the Wharton School. Show more

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