The performance of the UUCEF is the result of collaborative efforts among qualified staff at UUA offices in Boston, Unitarian Universalist volunteers with extensive investment experience who contribute their time and knowledge to relevant committees, and carefully selected outside investment management, consulting, and service firms.
The Treasurer and the Treasurer’s staff implement the Policies and Guidelines. This includes maintaining the books and records of the Fund, monitoring account balances and rebalancing as necessary, arranging Investment Committee meetings and preparing minutes, maintaining the website with current performance information and meeting minutes, meeting with Investment Managers, monitoring monthly reports from Investment Managers and consultants, preparing and distributing quarterly performance reports, answering inquiries from investors and interested congregations, conducting shareholder activism on behalf of the Fund, and other tasks as appropriate from time-to-time.
Tim BrennanTreasurer & Chief Financial OfficerTim is the senior UUA staff person responsible for the Fund. In addition to overseeing the Department of Finance, he supervises the Operations staff group and the staff managing the retirement and health plans. Tim came to the UUA in 2006 after nearly seven years with Ceres. As Senior Director, Development and Communications, he worked with major environmental organizations, religious investors (including the Interfaith Center on Corporate Responsibility, of which the UUA is a member) and major pension funds on issues such as global warming and corporate disclosure. In addition, Tim spent seven years working for a New York investment company and has many years of experience in nonprofit financial management. Tim holds an MBA from The Wharton School, University of Pennsylvania, in finance and accounting. He is a member of First Parish in Needham, Massachusetts.
Philip MurrayEndowment Funds Senior AccountantPhil is responsible for the accounting and financial control of the UUCEF. He is also the principle liaison to the Fund’s custodial bank and its trust accounting service. Prior to joining the UUA in January of 2009, he was a financial consultant to the Massachusetts College of Pharmacy and Health Sciences. In his career he has served as vice president of Wellington Management Company and vice president and treasurer of Loomis Sayles & Company. Phil received his bachelor of science in business from Indiana University. He is a certified public accountant and a chartered financial analyst.
Susan HelbertAssistant to the TreasurerSusan is responsible for the UUCEF’s relations with congregations. As such, she is the initial contact for inquiries from congregations interested in obtaining information about the Fund. Susan joined the UUA in September of 2012 and prior to that worked for Calvert Investments, a leader in sustainable and responsible investing.
Lucia SantiniFinancial AdvisorLucia has worked for Boston Trust & Investment Management Company (formerly United States Trust Company of Boston) and Walden Asset Management since 1982. She manages equity and balanced portfolios for both institutional and individual clients and incorporates clients’ environmental, social and governance considerations into their portfolios/ Lucia has served as a security analyst responsible for the financial services sector. Lucia earned a BA (Cum Laude) from Connecticut College in 1980 and an MBA from Boston University in 1988. She was awarded the Chartered Financial Analyst designation in 1990 and is a member of both the Institute of Chartered Financial Analysts and the Boston Security Analysts Society. She has served on the Board of Directors of BTIM Inc., the holding company for Boston Trust & Investment Management Company & Boston Trust Investment Management, Inc. since 2004 and also serves on the Boards of the affiliated Bank and Investment Advisor. She has served on the Board of the Unitarian Universalist Service Committee (UUSC) in Cambridge, MA since 2009 and has chaired the Board since 2013. Lucia also served on the Board of Directors of the Church of the Larger Fellowship from 2006-2013, and has served as co-chair from 2011-2013. She served on the UUA Moderator’s Ad Hoc Committee on SRI, which resulted in the establishment of the permanent Committee in 2000. She served on the Investment Committee of the UUA from 1998-2006 and served as Chairperson from 2000-2005.
Kathleen GaffneyChairKathleen Gaffney is a Vice President of Eaton Vance Management, Co-Director of Diversified Fixed Income and lead portfolio manager for Eaton Vance’s multisector bond strategies. She joined Eaton Vance in 2012. Kathleen began her career in the investment management industry in 1984. Before joining Eaton Vance, Kathleen was a Vice President of Loomis, Sayles & Company and portfolio manager for its fixed-income group, managing a variety of mutual funds and institutional strategies. Kathleen earned a B.A. (Cum Laude) in Economics from the University of Massachusetts, Amherst. She is a CFA charterholder since 1990 and a member of the Institute of Chartered Financial Analysts as well as the Boston Security Analysts Society where she is currently serving on the Board of Directors. Kathleen has been a member of the Unitarian Universalist Area Church at First Parish in Sherborn since 2003 and has served as a Trustee for the UUAC Endowment Fund and President from 2011 to 2013.
Tim BrennanTreasurer & Chief Financial OfficerSee above under Staff.
John LaPannFederal Street Advisors' Founder, John LaPann, brings more than 30 years of high level investment and planning experience to his role as Chairman. An acknowledged industry leader, John was recently ranked as one of the nation's top 30 independent financial advisors by Barron's and was selected by Wealth Manager magazine as the top wealth manager in the country in 2008. He received a BA from Williams College and a Masters degree from the State University of New York in Albany. Before founding Federal Street, he served as Senior Vice President of Gannett, Welsh & Kotler after seven years as Vice President of Pell, Rudman & Company. Currently he serves on the investment committee of the Unitarian Universalist Service Committee, and is trustee of several individual and charitable trusts. After serving two years as President of the Board for Casa Myrna Vazquez, he is currently Chairman of their advisory board.
Brian LasherBrian is Chief Investment Officer, founder, and member of the Board of Directors of RueOne Investments (www.rueone.com). RueOne is an alternative asset manager that offers a la carte direct investments, not funds, to institutions and qualified investors on a deal by deal basis. For more than 20 years, Brian has developed innovative and successful investment strategies in the asset management and corporate real estate industries. Previously, he was Principal at Federal Street Partners, a hedge fund of funds and advisor, where he led portfolio management and research in the Americas for institutional and high-net-worth portfolios. Brian was also a Managing Director and investment committee member at Aetna Capital Management, an investment spin-off from the Fortune 50 insurance company. For over a decade, he worked for the A. Alfred Taubman family office, a Forbes 400 family, providing due diligence and continuing evaluation of both direct and fund investments across a broad range of asset classes, strategies, and geographies. Earlier in his career, he directed financing for Taubman Centers, the regional shopping mall REIT and from 1989 to 1991 he pursued real estate development and construction management in Boston and the surrounding areas. Brian holds an MBA in Investment Management and Finance from the Columbia Business School and a Bachelor of Science in Mechanical Engineering from the Massachusetts Institute of Technology (MIT). Brian has been a member of the Birmingham (MI) Unitarian Church and The Universalist Church of West Hartford. Currently, he is a member and Chairman of the Endowment Committee for The Unitarian Church in Westport.
David StewartSee below under SRI Committee
David StewartCo-ChairDavid Stewart worked in industry for over ten years and recently embarked on an academic career after completing a PhD in Organizational Psychology in 2010. Additionally, David previously completed his MBA from the University of Tulsa with a Finance and Portfolio Management concentration. A UU for a little over a decade, David taught financial literacy classes and volunteered in many aspects of All Souls Unitarian (Tulsa) and Jefferson Unitarian Churches, including Youth Advising, Ministerial Selection, Ministerial Intern Evaluation, and endowment fund committees. David frequently volunteers his time in the community with organizations such as Habitat for Humanity and Junior Achievement. David currently lives in Atlanta, Georgia.
Kathy MulveyCo-ChairA lifelong UU, Kathy Mulvey is a member of All Souls Unitarian in Washington, DC. She served on the Board of Trustees and on the Third Century Challenge committee that led the congregation’s capital campaign fundraising. Kathy has worked with socially responsible investors and shareholder activists on a range of public health, human rights, environmental, social and economic justice issues over the past quarter century. She is currently Accountability Campaign Manager and Advocate at the Union of Concerned Scientists. In this role, she leads strategic development of UCS’s climate corporate accountability campaign, guides engagement with corporate targets, builds national and international coalitions and mobilizes experts and supporters. From 2012-2015, Kathy directed EIRIS Conflict Risk Network of institutional investors. She worked with public pension funds, university endowments, asset management firms, foundations, faith-based and socially responsible investors calling on companies to support peace and stability in areas affected by genocide and mass atrocities, including Sudan and Burma/Myanmar. From 1989-2009, Kathy served on the staff of Corporate Accountability International (formerly Infact), guiding dramatic growth in programs, budget and staffing during her tenure as Executive Director. Under her leadership, Corporate Accountability International’s campaign challenging Big Tobacco contributed to the adoption of the World Health Organization’s (WHO’s) groundbreaking global tobacco treaty.
Lucia SantiniFinancial AdvisorSee above under Investment Committee.
Vonda BrunstingVonda Brunsting is a member of the First Unitarian Congregational Society of Brooklyn congregation. She works as the Director of the Capital Stewardship Program, Service Employees International Union (SEIU). The Capital Stewardship Program interfaces with the capital markets on behalf of SEIU’s two million members, who work in health care, property services and public service. Ms. Brunsting trains and supports the SEIU trustees who represent beneficiaries at the public and TaftHartley pension funds. In addition, she founded the Trustee Leadership Forum for Retirement Security at the Harvard Initiative for Responsible Investment and serves on the Board of the Responsible Endowments Coalition. Prior to joining SEIU, Ms. Brunsting worked as a community organizer in Chicago, New York and Boston. She received her B.A. from Calvin College and holds a Masters degree in Public Policy from the University of Chicago.
Kristin FaustMs. Faust has more than 25 years experience in community development finance serving the private sector, the public sector and the non-profit sector. Her primary focus is successfully accessing and deploying capital in underserved markets for both financial and social return. Ms. Faust grew up in a racially and economically integrated neighborhood in Sacramento, California, an experience which shapes her to this day and continues to lead her through a 25-year career of investing capital in our country’s low income communities to produce affordable housing, successful entrepreneurs and neighborhoods that are good places to live. Ms. Faust is currently the President of Neighborhood Housing Services of Chicago whose mission is to help families live in affordable homes, improve their lives and strengthen their neighborhoods. She joined NHS in 2014. NHS is a 40 year old community development organization that includes a real estate development corporation and a federally certified CDFI. Prior to accepting the leadership role at NHS, Kristin was Chief Credit Officer and Director of Lending and Network Services at Partners for the Common Good. She was responsible for the growth and oversight of the domestic and international loan portfolio of this $23 million dollar CDFI. Additional responsibilities included serving as the key liaison for the thirty different local lending partners with whom PCG co-lends and assisting in strategic initiatives and capital raising. She held this position from 2009 to 2014 and continued her consulting practice. In 2007, Ms. Faust formed a consulting business to assist businesses, community development financial institutions, government, and non-profits across the U.S successfully access and deploy capital in underserved markets. From 2003 to 2007, Ms. Faust was President of Enterprise Community Loan Fund, one of the largest non-depository community development financial institutions in the country. The $250,000,000 Loan Fund lends to non-profit organizations across the United States for the development of affordable housing. Ms. Faust grew the organization threefold during her four year tenure. Previously Ms. Faust served as Chief Deputy Treasurer for California State Treasurer Philip Angelides where she was responsible for overseeing more than $300 billion in public investment funds. She was instrumental in the Treasurer’s Double Bottom Line Initiative which was responsible for over $8 billion being invested in California’s emerging markets, and also revamped the tax credit allocation process from a lottery to a transparent, scored process resulting in high quality affordable housing meeting Californians’ diverse needs. After serving the Treasurer, Ms. Faust became the Director of Real Estate and Community Development at the Nehemiah Corporation of California responsible for an 800 unit affordable housing development portfolio, a $25,000,000 loan fund and the successful raising of $27 million of equity for the Nehemiah Sacramento Valley Fund, a double bottom line equity fund. Before working in California, Ms. Faust spent fifteen years in community development banking in Chicago, primarily with LaSalle National Bank where she was Senior Vice President and started the Community Development Lending Department. Ms. Faust received a BA from Brown University, and a Masters degree in City and Regional Planning from the John F. Kennedy School of Government at Harvard University. Ms. Faust is a founding member of the National Association of Affordable Housing Lenders. She serves on the Board of Neighborworks Capital. She is a co-founder of the National Community Development Lending School sponsored annually by the San Francisco Federal Reserve Bank. She also serves as an instructor with the NeighborWorks America National Training Institute. She currently lives with her family in Chicago, Illinois.
Julie SkyeJulie Skye joined Mariner Wealth Advisors in 2014 as a senior wealth advisor. She has over three decades of experience in the financial services industry. Julie combines her experience with her passion for Values Based Investing as she works with families, nonprofits and endowments. Her knowledge of research-based best practices allows her to focus on strategic planning and investment policy design for families and organizations. She also has extensive experience in retirement plan participant education. Previously, Julie was a portfolio manager for both Pinnacle Investment Advisors and Heritage Trust. She holds a bachelor’s degree in finance and a master’s degree in organizational change from the University of Tulsa. She has also passed the Series 65 exam. Julie is on the board of Smart Growth Tulsa and Tulsa Interfaith Alliance. She co-chairs the All Souls Green Team and is a member of the City of Tulsa Human Right’s Compassionate Tulsa initiative. She was recently appointed to Mayor Bynum’s Community Policing Commission and is joining Sheriff Regalado’s Citizen’s Jail Oversight Committee. She is a member of The Tulsa Chamber of Commerce’s Diversity and Inclusion initiative, Mosaic. A devoted gardener, she is a Linnaeus Master Gardener, and recently started a community garden for the South Tulsa Community House.