The Vermont Community Foundation continually reviews its asset allocation strategy and manager selection. Our key to long-term success includes a combination of highly skilled investment managers and a strong, intelligent discipline with regard to asset allocation.
Assisting the Foundation with these functions is our experienced Investment Committee:
Former EVP and CIO of National Life Group
Investment Officer, Middlebury College
Former co-founder and president of KLD Research & Analytics, Inc., Community Foundation Board Member
Tammy E. Newmark
Fund Manager and President, EcoEnterprises Fund
Tim Volk (ex-officio)
Partner, Kelliher Samets Volk, Community Foundation Board Member
Deb Brighton (ex-officio)
Fiscal Analyst, Community Foundation Board Treasurer
Mike Miller, CFA
Colonial Consulting provides manager performance information and evaluations monthly. In addition, it carefully monitors each investment manager’s portfolio, reporting any issues to the Foundation.