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Investment Committee

Investment Committee

The Foundation’s Board appoints the members and oversees the activity of the Investment Committee which operates within the guidelines established by the Investment Policy Statement.  The Committee, drawing on deep experience and extensive relationships within the financial community, actively seeks to achieve intergenerational equity by maintaining and enhancing the purchasing power of the assets entrusted to its stewardship.

In pursuit of its goals, the Foundation utilizes the services of various investment managers. Examples of some of our partnerships include: Gannett, Welsh and Kotler (GWK),  Commonfund, Cape Cod Five Trust & Asset Management, The Investment Fund for Foundations (TIFF),  and Boston Trust Walden.

Our Investment Policy

2023 INVESTMENT COMMITTEE
Michael E. Stack, Chair, retired, Senior Managing Director, Partner and Fixed Income Portfolio Manager, Wellington Management
Ramani Ayer, retired, Chairman and CEO, The Hartford
Craig Boyce, Managing Partner, ALS Investment Fund
Michael B. Garrison, CFP, ChFC, CEO, Garrison Financial, Inc.
Seth Gelsthorpe, Portfolio Manager, Welch & Forbes LLC
Steven W. Heslinga, CFP, Senior Vice President/Investment Officer, The Heslinga and Tate Private Wealth Group of Wells Fargo Advisors
Hank Holden, Retired Investment Professional
Hilton Jervey, Retired Professional Investor
Paul C. Kirby, Senior VP, Morgan Stanley
Sara Lou Sherman, Esq., retired, Senior Vice President and Partner, Wellington Management
Brooks S. Thayer, Esq., Partner, La Tanzi, Spaulding & Landreth

Jacob F. Brown, II, Chair Emeritus

 

Create your own fund. Donate to an existing fund. Support the Foundation’s Civic Leadership Initiatives.

Together, we have invested more than $95 million in grants and scholarships in the Cape Cod Community. For good.

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Cape Cod Foundation
508.790.3040
261 Whites Path, Unit 2
South Yarmouth, MA 02664
info@capecodfoundation.org

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