Finance and Investment Committee

Finance & Investment Committee members are stewards of The Community Foundation’s assets. Specifically, members review financial statements and reports, safeguard the organization’s assets, and monitor investment performance.

Bev Dowling FI
Beverly Dowling - Chair, Accounting Coordination & Recruitment Manager at Marathon Petroleum
Lisa Amstutz
Lisa Amstutz - Vice President at Waterford Bank
Bill Conlisk bd attempt 3235541265
Bill Conlisk - Retired Manager Administrative Services of Marathon Petroleum Corp.
Curt Cramer
Curt Cramer - Director of Finance at Blanchard Valley Health System
Ginger Jones F&I
Ginger Jones - Retired VP of Cooper Tire & Rubber Company
Casey Klein
Casey Klein - Senior Business Development Advisor at Marathon Petroleum Corporation
Garry Peiffer photo
Garry Peiffer — Treasurer, Retired from Marathon Petroleum Corporation
Paul Sears
Paul Sears - Owner of Objects of Desire Gift Shop
Brian Treece photo
Brian Treece - President & CEO of The Community Foundation
Richard Brown
Richard Brown — CFO of The Community Foundation

Investment Managers

The Board of Trustees working through its Finance & Investment Committee, establishes investment guidelines and policies for the management of The Community Foundation’s assets. Fund Evaluation Group (FEG) monitors investment performance of assets held by the following managers:

  • Audax Group
  • Charles Schwab
  • Dimensional Fund Advisors
  • Dodge & Cox
  • EuroPacific (Capital Research)
  • Falcon Strategic Partners
  • Fidelity Investments
  • Fund Evaluation Group Private Investors
  • Kohlberg Investments
  • Oberweis Asset Management, Inc.
  • PIMCO
  • Principal Global Investors, LLC
  • Strategic Value Partners
  • Summit Partners
  • Vanguard Investments
  • Weatherlow/Evanston Capital Management
  • Yukon Capital Partner