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2022

Top Health System Chief Investment Officers

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Health care systems and their respective investment offices have played a critical role through challenging periods in the last years. As they continue to build and evolve their investment offices from within, it is important to recognize the leaders that are making their mark by implementing new investment strategies and innovative solutions to their approach. In discussing with prominent chief investment officers, we unlock ideas on how they best navigate through the current turbulent market and better position themselves for both an economic recession and future opportunities. Presenting Trusted Insight's Top Health System Chief Investment Officers:

Fred Greear

Chief Investment Officer

Carilion Clinic

Fred Greear is the Chief Investment Officer at Carilion Clinic, where he has served since 2015. Previously, he held the title of director of investments. Prior to that, he was a manager of investments at Huntington Ingalls Industries and a research analyst of investments at The Pension Boards-United Church of Christ, Inc. Greear holds an MBA from Vanderbilt University and a bacelor's degree from Denison University. He holds a Chartered Financial Analyst (CFA) designation. Show more
Anne Dinneen is the chief investment officer of the New York-Presbyterian Hospital. Previously, she was chief investment officer at Hamilton College. Prior to that, she was director of investments at the James Irvine Foundation. Dinneen holds an MBA in finance from the Wharton School and an AB in economics from Princeton University. Show more
Kris Chikelue is the chief investment officer at Memorial Hermann Health System. He assumed his role in January 2021, but has served Memorial Hermann since 2013. Prior to that, he was a senior analyst at Crestline Investors, Inc. and at Ranger Advisors. Chikelue holds an MBA from Harvard Business School and a B.A. in economics from Rice University. 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. Chan holds an MBA from Yale and a bachelor’s degree in finance and accounting from New York University. She holds a Chartered Alternative Investment Analyst designation. Show more
John Barker is the chief investment officer of Mass General Brigham (formerly 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

Syed Haque

Chief Investment Officer

Novant Health

Syed Haque, CFA is a chief investment officer at Novant Health. Syed previously held different investment roles at UPS Investment Group, where he was most recently head of public markets. He was a sr. investment risk analyst at Emory Investment Management before joining UPS Investment Group. Syed has his MBA from The Fuqua School of Business, Duke University, MS in computer science from George Mason University, and BTech in civil engineering from IIT (BHU), Varanasi. Show more

Dina Richard

Senior Vice President, Treasurer & Chief Investment Officer

Trinity Health

Dina Richard is the Senior Vice President, Treasurer and Chief Investment Officer at Trinity Health. Trinity Health is one of the largest multi-institutional Catholic health care delivery systems in the nation, serving diverse communities that include more than 30 million people across 22 states. Previously, she served as the vice president of investments for Taubman Ventures Management. 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. Show more

Mark Cagwin

Vice President – Treasury & Chief Investment Officer

SSM Health Care Portfolio Management Company

Mark Cagwin is the Vice President, Treasury & Chief Investment Officer at SSM Health. He has served the health system since 2015 and held the roles of managing director of investments and system director. Prior to that, he was an investment operations manager at BJC HealthCare. Cagwin holds an MBA from Webster University and a BBA in accounting from Miami University. Show more
David Erickson is the chief investment officer at Ascension Investment Management, where he oversees the administration, management and coordination of all investments, totaling approximately $50 billion. Prior to joining Ascension Investment Management, he served as chief investment officer at the University of Wisconsin Foundation, Madison, Wisconsin, where he supervised an investment team that managed more than $2.2 billion in assets. Erickson holds a bachelor's degree in economics from Wheaton College, Illinois. He is a CFA charter holder and a member of the CFA Institute and the CFA Society of St. Louis. He serves as a board member of the Henry J. Predolin Foundation, a family foundation supporting education, medical research and the homeless. Show more
Stan Ra is the Chief Investment Officer at Seattle Children’s Hospital. Since joining as the hospital’s first dedicated investment professional in 2016, Stan has established the hospital’s investment office and oversees all management aspects of the organization’s investment portfolios. Prior to joining Seattle Children’s, Stan served as Vice President at Mill Creek Capital Advisors where he ultimately led the hedge fund investment program.  Earlier in his career, Stan was an analyst within the Investment Management Unit at SEI Investments focused on researching global equity strategies. Stan earned his B.S. from Drexel University and is a CFA charterholder. Show more
Philip Rotner is the chief investment officer at Boston Children's Hospital, where he manages the hospital's endowment, pension, and short-term investment assets. He was appointed as Boston Children's first CIO in 2010. Previously, he served as a managing director at the MIT Investment Management Company and as vice president of the Bank of Boston. Rotner holds an MBA from the University of Chicago Booth School of Business and a bachelor's degree in economics and Asian Studies from Amherst College. Show more

Stefan Strein

Chief Investment Officer

Cleveland Clinic

Stefan Strein is the chief investment officer at the 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
Muthu Muthiah is the chief investment officer at the Children's Healthcare of Atlanta. Previously, he was chief investment officer at the Group Health Foundation. He is a seasoned asset management professional, with experience investing globally across various asset classes, including private equity, venture capital, real estate, real assets, and both public and private investments in emerging economies. He has led investment teams and strategies at Emory Investment Management, Covariance Capital Management, the University of Richmond, the State Board of Administration of Florida, and RSM Equico. Muthu holds a BHM from Mangalore University and an MBA from Rollins College. Show more
Alex Wiggins is the Chief Investment Officer at Rush University Medical Center. He has served at Rush University Medical Center for over 19 years and held the roles of associate vice president of investments and director of investments. Prior to that, he was a senior business analyst at NextCapital. Wiggins holds an MBA from the University of Notre Dame and a B.S. in finance from Indiana University Bloomington. 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
Anurag Pandit is the chief investment officer of The American Lebanese Syrian Associated Charities (ALSAC), the fundraising and awareness organization for 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. Pandit holds a master's in management and finance from MIT's Sloan School of Management and a bachelor’s degree from the University of Delhi. Show more
Sue Slocum is the chief investment officer at Children's Minnesota, where she is responsible for all banking, debt, pension and investment management for the pediatric health system. Children’s Hospitals and Clinics of Minnesota is the seventh largest pediatric health care system in the U.S. 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's Carlson School of Management and a BA from Carleton College. Show more

Ken Lee

Chief Investment Officer

Children's Health

Ken Lee is the chief investment officer at Children's Health, one of the most prestigious pediatric health care providers in the country and the leading pediatric health care system in North Texas. Previously, he was the director of investments at Carnegie Corporation of New York, where he helped manage a $3.5 billion endowment allocated to a range of traditional and alternative assets. Prior to that, he was a senior investment analyst at Fauchier Partners, where he was part of a team managing a $7 billion hedge fund program. Lee holds an MBA from the University of Pennsylvania, The Wharton School and a B.A. from Yale University. Show more

Keith Nelson

Senior Vice President & Chief Investment Officer

Texas Children's Hospital

Keith Nelson is the senior vice president and chief investment officer at Texas Children's Hospital. He has served the organization since 2013, where he started as a director of investments. Previously, he was a portfolio manager at North Carolina of State Treasurer and a director of investments at Hatteras Funds. Nelson holds an MBA from Northwestern University and a bachelor's degree in economics from Davidson College. Show more

Rob Roy

Senior Vice President, Investments & Chief Investment Officer

AdventHealth

Rob Roy is senior vice president of investments and chief investment officer for AdventHealth. In this role, he oversees investments for one of the nation’s largest faith-based health systems, which include operating capital and employee retirement portfolios totaling approximately $14 billion. He has 30 years of institutional investment experience, and oversees a 10-person investment team that internally manages over half of the organization’s operating capital. Prior to his current role, he previously served AdventHealth as director of cash and investments. His other experience includes holding the position of chief investment officer for Cain Brothers Asset Management, a bond trader for Putnam Investments, fixed income specialist on the floors of the Chicago Board of Trade and the Chicago Mercantile Exchange, and portfolio risk manager for Ferrell Capital. Roy earned a master’s degree in financial markets and trading from the Illinois Institute of Technology, and a bachelor’s degree in both finance from Suffolk University and applied mathematics from Southern New Hampshire University. Show more

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