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
John Haywood
John Haywood — Former President of the Findlay-Hancock County Alliance
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

2021 Asset 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 in 2021:

  • Champlain Investment Partners
  • Charles Schwab
  • Dimensional Fund Advisors
  • Dodge & Cox
  • Edward Jones
  • EuroPacific (Capital Research)
  • Fidelity Investments
  • Fred Alger Management, LLC
  • Harding Loevner LP
  • Key Private Bank
  • Merrill Lynch
  • Oberweis Asset Management, Inc.
  • PIMCO
  • Steadfast Financial
  • T. Rowe Price
  • The Trust Company Family Offices
  • Vanguard Investments
  • Weatherlow/Evanston Capital Management
  • Western Asset Management Company