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2019

Top 30 Health Care Chief Investment Officers

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U.S. health care systems are tasked with the demanding job of ensuring the long term financial well-being of their institutions. Although they are relatively new entrants in the institutional investment universe, the investors behind these organizations are leveraging in-house technologies to maintain a competitive edge. They are paving the way in the public health arena by sharing invaluable insight on what the next five to ten years hold for the industry. Presenting Trusted Insight’s 2019 Top 30 Health Care Chief Investment Officers:

Xing Chen

Vice President & Chief Investment Officer

The Ludwig Institute For Cancer Research

Xing Chen is the vice president and chief investment officer of LICR Fund, Inc. 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

Jacque Millard

Vice President & Chief Investment Officer

Intermountain Healthcare

Jacque Millard is the chief investment officer and vice president at Intermountain Healthcare, which is a Utah-based with facilities in Idaho. She manages $6.5B of strategic capital with $2.9B in pension assets and support advisement of $3B of DC. Previously, she was an investment committee member for Dignity Health and on the Endowment Committee for Westminster College. She holds an MBA from Westminster College and a bachelor's degree in finance from Weber State University. Show more
Keith Nelson is the chief investment officer at Texas Children's Hospital. Previously, Keith was a portfolio manager at North Carolina of State Treasurer and the director of investments at Hatteras Funds. He also held multiple analyst positions early in his career. Keith holds an MBA from Northwestern University and a bachelor's degree in economics from Davidson College. Show more

Jenny Chan

Senior Vice President and Chief Investment Officer

Children's Hospital of Philadelphia

Jenny Chan is the senior vice president and chief investment officer at The Children's Hospital of Philadelphia. Previously, she was a senior investment officer at Doris Duke Charitable Foundation for over 11 years. Earlier in her career, she served as a senior research analyst at Canterbury Consulting and vice president at McCormack Advisors, Inc. Jenny holds an MBA from Yale University and a bachelor's degree in finance and accounting from New York University. Show more
David Erickson is the chief investment officer at Ascension Investment Management, where he is responsible for the administration, management and coordination of investments and operations. Prior to this, he was chief investment officer at the University of Wisconsin Foundation. He also previously was a Vice President and Investment Strategist for Strong Capital Management in Wisconsin and was a derivative specialist with PNC Bank/PNC Capital Markets in Pennsylvania, Chemical Bank in New York, and Firstar Bank in Wisconsin. David holds a bachelor’s degree in economics from Wheaton College, Wheaton, Ill, and is also a Chartered Financial Analyst. Show more

Jason Klein

Vice President & Chief Investment Officer

Memorial Sloan Kettering Cancer Center

Jason Klein joined Memorial Sloan Kettering as its first vice president and chief investment officer. Klein oversees the center’s complex investment portfolio, which is globally diverse and includes several niche alternative investments. Previously, he was chief investment officer for the Museum of Modern Art and had been a vice president and principal in the private equity division of Lehman Brothers. Klein holds an MBA from the Wharton School and a JD degree from the University of Pennsylvania Law School. Show more

William Lee

Senior Vice President & Chief Investment Officer

NewYork-Presbyterian Hospital

William Lee is the senior vice president and chief investment officer for NewYork-Presbyterian. In this role, he oversees NewYork-Presbyterian’s investment portfolio, supporting our ability to provide the highest quality, most compassionate patient care; foster clinical research and medical education; and deliver community service. Previously, he served as CIO and vice president of Foundation and Pension Investments for Kaiser Permanente. Prior to that, he worked for Levi Strauss & Co., where he was the CIO for Global Pensions and the Levi Strauss Foundation. He also worked at Bank of America for many years in a number of key roles, including CIO and SVP for Pensions and Investments. Lee holds both a bachelor's degree and an MBA in finance from California State University. Show more

Josh Rabuck

Executive Director & Chief Investment Officer

Indiana University Health

Josh Rabuck is executive director and chief investment officer at Indiana University Health. He previously held the role of director of absolute return and deputy chief investment officer at the state of Indiana's pension plan. Rabuck holds a B.A. in business and religious studies from Franklin College. Show more
Sue Slocum is the chief investment officer at Children's Hospitals and Clinics of Minnesota, where she is responsible for all banking, debt, pension and investment management for the pediatric health system. Children’s Minnesota is the 7th largest pediatric health care systems in the United States. Prior to this, she was a portfolio manager and money market economist at Nakagama and Wallace Investment Management, where she managed $300 million in offshore, fixed income portfolios. Slocum holds an MBA in security and portfolio analysis from the University of Minnesota, Carlson School of Management and a B.A. in psychology with a minor in Latin from Carleton College. Show more
Bradley Bond has been the vice president of treasury at University Hospitals since 2002, where he is responsible for managing $2.7 billion of investments. Prior to that, he was acting treasurer at Cleveland Clinic for nearly 8 years. Bond holds an MBA in finance from the Weatherhead School of Management at Case Western Reserve University and a B.S. in accounting and finance from The Ohio State University. He also holds a Chartered Financial Analyst designation. Show more
Rick Graniere has been the chief investment officer and corporate treasurer of Memorialcare Health System since January 2014, and has been an executive with MemorialCare Health System for 30 years. Previously he served as a chief financial officer at the hospital system, and as chief financial officer and senior vice president of Long Beach Memorial Medical Center and Saddleback Memorial Medical Center. Graniere holds a bachelor’s degree in accounting from California State University, Northridge. He also holds a Certified Public Accountant designation. Show more

Scott Pittman

Senior Vice President & Chief Investment Officer

Mount Sinai Health System

Scott Pittman has been senior vice president and chief investment officer at Mount Sinai Health System since 2008, where he oversees the institution’s $1.9 billion endowment and long-term capital. (Scott also serves as the Chairman of the FOJP Investment Committee and serves on the Investment Committee for Healthfirst). Prior to joining Mount Sinai, Pittman was the director of investments at Baylor University. He was also an instructor in the Hankamer School of Business and taught Baylor’s Portfolio Practicum course, where students actively managed a $6.5 million investment portfolio. Show more

Landis Zimmerman

Vice President and Chief Investment Officer

Howard Hughes Medical Institute

Landis Zimmerman joined Howard Hughes Medical Institute as vice president and chief investment officer in February 2004. He is responsible for managing the Institute’s endowment. He came to HHMI from the University of Pennsylvania, where, in 1998, he had been named the university’s first CIO and was responsible for managing its endowment and pension fund. Zimmerman started his career in 1985 with J.P. Morgan and became a vice president in its emerging markets structured products area. In 1994, Zimmerman joined Bear, Stearns & Co., where he was an associate director in the derivatives department. In 1996, he moved to the Rockefeller Foundation where he managed the private equity and fixed income portfolios and helped formulate asset allocation. Zimmerman graduated from the University of Pennsylvania with a B.S. in economics and received an MBA from the Wharton School. 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

Alyssa Rieder

Vice President & Chief Investment Officer

Dignity Health

Alyssa Rieder is the vice president and chief investment officer of Dignity Health, where she oversees the management of the hospital's $9 billion investment program. Previously, she was an investment officer at the University of California and a lead portfolio manager at Franklin Templeton. She is also a committee member of SDG&E Nuclear Decommissioning Trust Fund and a board member of Castilleja School. Rieder holds an MBA from the Stanford Graduate School of Business and a B.A. in quantitative economics from Stanford University. Show more
Leslie Lenzo is the chief investment officer of Advocate Aurora Health, overseeing a total asset portfolio of more than $12 billion. Previously, Lenzo worked as an investment manager at Northwestern Memorial HealthCare and equity research associate at SG Cowen. Lenzo holds an MBA from Boston University School of Management and a bachelor's from Georgetown University. Show more

Chris Halaska

Senior Vice President & Chief Investment Officer

Memorial Hermann Health System

Chris Halaska is senior vice president and chief investment officer at Memorial Hermann Health System since 2012. During his tenure, the investment portfolio has been transformed from large cash and fixed income to a diversified endowment-style portfolio with a long-term investment horizon. Previously, he worked in investment banking at J.P. Morgan for more than 12 years. Halaska holds an MBA and BBA in finance from the University of Texas at Austin. Show more
John Barker is the chief investment officer of Partners Healthcare. He manages the hospital's investment portfolio including long-term, aggregate bond, money market, ERISA investment pools and direct investment activities. Previously, he was a managing director at Harvard Management Company and an alternative asset manager at Wellesley College. Barker holds an MBA from the University of Pennsylvania-The Wharton School and a bachelor's degree from Dartmouth College. Show more

Paul Gorman

Co-Chief Investment Officer & Assistant Treasurer

Mayo Clinic

Paul Gorman is the co-chief investment officer & assistant treasurer at Mayo Clinic. Prior to his current role, he served as an investment manager, investment officer, senior investment officer and deputy chief investment officer for Mayo Clinic. Gorman holds an MBA from Northwestern University's Kellogg Graduate School of Management and a bachelor's degree from Dartmouth College. Show more

Dina Richard

SVP of Treasury and Chief Investment Officer

Trinity Health

Dina Richard is the senior vice president of treasury and chief investment officer of Trinity Health, a national Catholic health care system headquartered in Livonia, Michigan. Previously, she served as the vice president of investments for Taubman Ventures Management, a Michigan-based single-family office. She also serves as chairman for the investment committee of the Detroit Institute of Art. Richard holds an MBA in finance and international business from Wayne State University in Detroit and a B.A. in business administration from the University of Michigan. She is also a Certified Public Accountant. Show more
Rob Roy is chief investment officer for Adventist Health System, where he oversees the organization's investment assets of roughly $10 billion. Previously, he was chief investment officer at Cain Brothers Asset Management. Roy holds an M.S. in financial markets and trading from the Illinois Institute of Technology and a B.A. in applied mathematics from Southern New Hampshire University. Show more
Anurag Pandit is the chief investment officer of The American Lebanese Syrian Associated Charities, the fundraising and awareness organization for of St. Jude Children’s Research Hospital. Previously, he served as the director of investments at Boston Children’s Hospital, where he focused on emerging markets and distressed debt. He was a founder and managing partner at Lexicon Management. Pandit holds a master's in management and finance from MIT, Sloan School of Management and a bachelor’s from the University of Delhi. Show more
Anthony Waskiewicz is the chief investment officer at Mercy Health, where he oversees the health system's more than $2.7 billion investment program. Waskiewicz holds a bachelor's degree in business administration and management from Washington & Lee University. He also holds a Chartered Financial Analyst designation. Show more

Michael Malewicz

Vice President, Treasury and Chief Investment Officer

SSM Health

Michael Malewicz is the vice president of treasury and chief investment officer at SSM Health, overseeing a $5 billion portfolio. Prior to this, he held various treasury and investment roles, including director of treasury at City of Hope and treasurer for Washington Hospital Healthcare System. He has an MBA from the University of San Francisco, and a B.S. in finance from California State University-San Diego. Show more

Stefan Strein

Chief Investment Officer

Cleveland Clinic

Stefan Strein is the chief investment officer at Cleveland Clinic, where he is responsible for the strategic direction and investment management of the Clinic’s investable financial assets. Previously, he was the vice president and chief investment officer at the Annie E. Casey Foundation. Prior to that, he was a member of the general partner in two early-stage venture capital firms and worked in commercialization and licensing of university-developed technology. Strein holds a bachelor's degree from Washington College and a master's degree from Johns Hopkins University. Show more

Michael Odlum

Senior Vice President Treasury

Northwell Health

Michael Odlum has headed the treasury group at Northwell Health since September 2011. Previously, he was director of asset management at Archdiocese of New York, where he was in charge of managing and monitoring approximately $2B in investments at the Archdiocese for various portfolios representing pension, endowment and foundation funds. He has served in various investment management leadership positions over a more than 30-year career. Odlum holds an MBA in finance from the University of Pennsylvania, an A.B. in history from Princeton University and is a chartered financial analyst. Show more
Geeta Kapadia is the senior investment strategist at Yale New Haven Health System where she leads the investment team. Prior to joining Yale-New Haven, she was a senior investment consultant at Mercer Investment Consulting. Geeta holds a B.A. in mathematics from the University of Chicago and a master's degree in financial markets and trading from Illinois Institute of Technology. Show more

Baron Koch

Director of Investments

Christus Health

Baron Koch is the director of investments at CHRISTUS Health. As the director of the investment portfolio, Baron is responsible for the oversight of all of the investment functions of the organization. Baron is a CFA charterholder, received his MBA from The University of Texas at San Antonio and a bachelor’s degree in finance from Trinity University. Show more
Shawn Gallegos is the chief investment executive at Northwestern Memorial Hospital. Previously, he was a senior investment program manager at the Northern Trust Asset Management. He has also served as an investment counselor at Fisher Investments, Institutional U.S. equity portfolio manager and equity strategist at Caja Madrid (Spain’s fourth largest investment management company), U.S. equity portfolio manager at Eads & Heald Investment Counsel. Shawn Gallegos holds a bachelor of business administration from the University of Tennessee-Knoxville and is a certified Charted Financial Analyst. Show more

Drew Swiss

VP of Finance & Chief Investment Officer

Montefiore Health System

Drew Swiss is the vice president of finance and chief investment officer at the Montefiore Health System. He has served the health system for over 30 years. He has also been a board member of the 1199 National Pension Fund for 26 years. Earlier in his career, he was a senior manager at Ernst & Young. Swiss holds an M.A. in economics and a B.S. in accounting from City University of New York-Brooklyn College. Show more

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