Top 30 Foundation Rising Stars
Foundations uphold some of society’s noblest causes that without its charitable efforts might otherwise be neglected. The following investment professionals are the hardworking men and women quietly diligencing new investments, pushing the envelope on new strategies like impact investing and ensuring the long-term prosperity of their institutions. These individuals operate on lean teams, have strong returns despite difficult market conditions and are quickly rising the ranks of institutional finance. Presenting Trusted Insight’s 2017 Top 30 Foundation Rising Stars:
Neal Graziano is a director of investments at the W. K. Kellogg Foundation, which manages $3.5 billion in assets. Prior to joining Kellogg in 2007, Graziano was an associate portfolio manager at Mastrapasqua Asset Management and investment analyst at William Blair & Co. Graziano holds a B.A. in finance from Michigan State University and an MBA from the University of Chicago. He holds a Chartered Financial Analyst and Chartered Alternative Investment Analyst designations.
Katia Ostrovsky is the associate director of public investments at The William and Flora Hewlett Foundation, which has $9 billion of assets under management. Prior to joining the foundation in July 2016, She worked at BlackRock for 11 years, from associate to director level. Ostrovsky holds a bachelor's degree in business administration from the University of California, Berkeley.
Al Y. Kim is a director of investments at Helmsley Charitable Trust. Prior to joining the trust in August 2015, Kim was a director at BlackRock for seven years. Before that, he was an associate at Wilshire Associates. Kim has an MBA from the University of Chicago and a B.S. in business administration from the University of Southern California.
Sted Garber is an investment manager at Annie E. Casey Foundation. He joined Casey Foundation in 2011, first as an analyst and worked up to investment manager in 2016. Before that, he was an associate at FINCA International and an associate at Quantum Energy Partners. Garber has an MBA from the University of Pennsylvania - The Wharton School and a B.A. in economics from Yale University.
Zane Hamilton is a senior investment associate at Conrad N. Hilton Foundation. In this role, he monitors existing managers and evaluates prospective managers in all asset classes for the foundation's investment portfolio. Hamilton re-joined the foundation after a stint with Unum Group as a credit analyst. He began his career as an equity analyst for Washington, D.C.-based Emerging Markets Management. Hamilton earned a bachelor's degree in economics from Johns Hopkins University.
James Kim is a senior investment associate at Conrad N. Hilton Foundation. In this role, he monitors existing managers and evaluates prospective managers in all asset classes for the foundation’s investment portfolio. Prior to joining the Hilton Foundation, he was a senior associate at Clearlake Capital and an associate at Leonard Green & Partners. Kim earned a bachelor’s degree in business administration from the Walter A. Haas School of Business at UC Berkeley.
Adam Freeman is a senior investment analyst at Margaret A. Cargill Philanthropies. He is responsible for assisting the investment team in managing the investment risk and asset allocation for the foundation. Prior to joining Cargill in September 2016, he was an endowments and foundations consultant at Slocum and a portfolio manager at Cornerstone Capital Management, among other roles. Freeman has a master's degree from the University of Chicago and a bachelor's degree from the University of Minnesota.
Tom Mieczkowski is an associate director of investments at The William and Flora Hewlett Foundation, which has $9 billion of assets under management. Before joining Hewlett Foundation in 2014, he had worked at AlpInvest Partners, a New York-based asset management firm, with a focus on private equity and venture capital commitments in the Americas, and Zurich Alternative Asset Management. Mieczkowski has a BBA in finance and consulting from Emory University.
Nicholas Csicsko is an investment director at Trinity Wall Street. Prior to joining Trinity in 2016, he was a director at The Alfred P. Sloan Foundation for four years and a professor at The Julliard School for eight years. Csicsko has a doctor's degree in music and master's degree in music, both from The Julliard School, and a bachelor's degree in music from Indiana University Bloomington.
Chris Barber has been the associate director of private equity & real asset investments at the Ford Foundation since 2006. He is responsible for managing a $3 billion portfolio of illiquid fund investments spanning venture capital, buyouts, real estate and natural resources. Prior to that, he was an investment associate at Standford Management Company, where he oversaw the firm's private equity portfolio. Barber holds an MBA from Harvard Business School and a B.S in finance from Pennsylvania State University. He also holds a Chartered Financial Analyst designation.
Brian Zorb has been an investment officer at the George Kaiser Family Foundation since 2012. Previously, he was an investment analyst at DUMAC where he covered investments in equities, hedge funds, fixed income, commodities and currencies. Zorb holds a B.S. in economics from Duke University.
Buck Betten is the director of asset allocation and quantitative strategies at the MacArthur Foundation. His responsibilities include managing the foundation's portable alpha program and overseeing a $385 million portfolio of equitized hedge fund investments. Previously, he was an options trader at Susquehanna International Group. Betten holds an MBA in finance, econometrics and statistics, and management from the University of Chicago and a B.A. in business and economics from Brown University. He also holds a Chartered Financial Analyst designation.
Emily O'Leary has been associate director of investments at the Ford Foundation since 2011. Previously, she was an associate at Commonfund Capital. Prior to that, she was associate director at Forestor Capital. O'Leary holds a bachelor's degree from the University of Pennsylvania.
Ken Lee is the director of investments at Carnegie Corporation of New York. He is one of five senior investment professionals managing a $3 billion endowment allocated to a range of traditional and alternative assets. Previously, he was a senior analyst at Fauchier Partners, where he managed a $7 billion fund of hedge funds program. Before that, he was an associate at Horsely Bridge. Lee holds an MBA from the University of Pennsylvania -- The Wharton School and a B.A. from Yale University.
Monica Lai is a senior investment director at the Alfred P. Sloan Foundation. Previously, she was the director of pension investments at Pfizer Inc, where she led the investment team and drove broad portfolio activities for Pfizer's $13 billion U.S. pension plan. Prior to that, she was head of alternatives portfolio at Pfizer. Lai holds an MBA in business from Dartmouth College and a B.A. in public policy from Stanford University.
Brian Chun is an investment officer at the Leona M. and Harry B. Helmsley Charitable Trust. Previously, he was an associate at Goldman Sachs. Chun holds an MBA in finance from Cornell University and a bachelor's in engineering from the Cooper Union for the Advancement of Science and Art.
Janna Bilski is a hedge fund analyst at the Ford Foundation. Previously, she served in investor relations & marketing for James Caird Asset Managament. Prior to that, she was a corporate communications associate at Discovery Networks International. She holds a Ph.D. in psychotherapy from Regent's University of London and a B.A. from New York University.
Joe Rumph serves as manager, absolute return and fixed income at the MacArthur Foundation, where he is responsible for the foundation's liquid and illiquid fixed income and credit portfolios. Previously, he was an associate director of investments at the Kresge Foundation. Rumph earned an MBA in analytic finance, accounting and economics from the University of Chicago Booth School of Business and a B.A. in economics and philosophy from the University of Michigan. He is a CFA charterholder.
Brooke Jones is the director of investments at Carnegie Corporation of New York. He co-leads the foundation's overall marketables portfolio strategy, including long-only, absolute return and fixed income mandates. Jones serves as the primary lead on the Corporation’s emerging markets public and private equity mandates. Prior to joining the Corporation, Jones led Stanford Management Company’s emerging markets public equity effort and worked at Development Alternatives, an economic development consulting firm, where she focused on financial services consulting in Latin America, Africa and Southeast Asia. Jones holds an MBA from the Stanford Graduate School of Business, a B.S. in economics and a B.A. in international studies, both from the University of Pennsylvania.
Ben Chiquoine serves as manager of investments at the David and Lucile Packard Foundation, where he works broadly across the portfolio. Prior to joining the Foundation in September 2015, Chiquoine was involved in endowment and foundation investing through his roles at Stanford Management Company and The Investment Fund for Foundations. He began his career at The Federal Reserve Board of Governors. Chiquoine holds a B.A. in mathematical economics and computer science from Colorado College and an M.S. in management science and engineering from Stanford University.
Lisa Yeh has served as investment associate at the Doris Duke Charitable Foundation since June 2008. Yeh holds a B.A. in international and global studies from The New School.
Melissa Lopez joined the James Irvine Foundation in August 2015 as a director of investments, where she is responsible for the sourcing, evaluation, recommendation and monitoring of the foundation’s investment managers, investment opportunities and portfolio. Prior to Irvine, she was a senior research analyst with Wetherby Asset Management. Previously, she served as an investment professional at the Gordon and Betty Moore Foundation, equity research associate at Citigroup Smith Barney and financial analyst at Robertson Stephens. Lopez holds an MBA from the Stanford University Graduate School of Business and a BBA from the University of Texas at Austin. She also holds a Chartered Financial Analyst designation.
Abigail Archibald is a portfolio manager at the Andrew W. Mellon Foundation. She primarily focuses on the foundation's private equity assets, including buyouts and venture capital. Prior to joining the foundation in 2011, Archibald was a vice president at Lehman Brothers Holdings, where she helped dispose of Lehman Brothers' legacy private equity businesses. Before Lehman’s bankruptcy filing, she led special projects and new product development for Lehman’s private equity business in Europe. From 2001 to 2003, she worked as a consulting associate at Cambridge Associates. Archibald holds a B.A. in history from the University of Pennsylvania and an MBA from Columbia University.
Sean Feng is the investments director of the Kresge Foundation, a $3.6-billion private foundation based in Michigan. Before joining Kresge in 2011, Feng was an equity portfolio manager. He began his career conducting fundamental stock research for Citigroup Investment Research and later worked as an equity analyst covering U.S. small- and mid-cap stocks in a money management firm. Feng has an MBA from the University of Chicago and a M.S. from the University of Texas.
Arnaldo Ovalles is an investment analyst at Boys Town, an institution that assist at-risk children and families to succeed in life. He is responsible for evaluating existing and potential managers for all asset classes in the investment portfolio. From August 2013 to July 2016, Ovalles was an adjunct professor for the MBA program at the University of Nebraska at Omaha. He holds an M.S. in economics from the same university and also holds a Chartered Financial Analyst designation.
Anthony Thai, CFA, joined the investment team at The Wallace Foundation in 2012. He assists the chief investment officer in the management of the foundation’s investment portfolio. His responsibilities include contributing to asset allocation, risk management and the selection and monitoring of investment managers. Before joining the foundation, Thai served as an economist for five years at the economic consulting firm Compass Lexecon—a subsidiary of FTI Consulting—where his responsibilities included analyzing financial and economic market data and performing asset valuations for clients. Thai received an M.B.A. in finance and accounting from the Stern School of Business at New York University. He earned his undergraduate degrees in economics and statistics from the University of Chicago.
Devana Cohen is director of investments at UJA-Federation of New York. Previously, Cohen served as associate director of public markets at The Ford Foundation, director of public markets at The California Endowment, treasury and pension analyst at Toyota Financial Services, among others. She holds a B.S. in chemistry and chemical engineering from UC Berkeley and an MBA from UCLA. She also holds a Chartered Financial Analyst designation.
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