Notes |
"I have been the Chief Financial & Investment Officer of Meyer Memorial Trust since its inception in 1982. Previously, I worked 7 years for Ernst & Young in the Los Angeles and Portland offices. I am a member of the Oregon Society of CPA’s, AICPA, CFA Society of Portland and CFA Institute. I have been very active in the Foundation Financial Officers Group currently serving on the FFOG board of directors, and several committees. I initiated and continue to chair the FFOG investment survey, a comprehensive investment survey representing more than 160 foundations with assets in excess of $200 billion, for the past 19 years. I represent MMT on several private equity fund advisory boards. I graduated cum laude from California State University, Northridge in Business Administration. I am a Certified Public Accountant and a CFA charterholder." |