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Members:
Rick E. Keller, CFP, Chair
Alan T. Beimfohr*
Jane Buchan*
Jack M. Langson
Rich A. Lynch
Charles D. Martin
Paul Merage
William F. Podlich
Lynn A. Rahn
Thomas Ricks*
James Irvine Swinden
Edward O. Thorp, Ph.D.
*Non-Trustee Members
UA Partner:
Christie A. Israel
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Committee Membership
- Committee Chair
- Chief Financial Officer (Ex-Officio)
- Appointed Trustees
- The Foundation Chair and Foundation President shall serve as ex-officio members
Committee Members Roles and Responsibilities
- Manage the financial assets within strict measures of quality and performance standards
- Provide timely and comprehensive reporting on the financial statements and assets under management to the Foundation
- To preserve the real value of the endowment corpus and maximize expected long-term total return while assuming a prudent level of investment risk
- Review application for new members and bring diverse cross section of business professionals to the committee.
Meeting Frequency
- Quarterly
- Sub-committees to meet as needed
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