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.
Andrew McGeorgeTreasurer & Chief Financial OfficerAndrew 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 General Assembly and Conference Services group. Andrew joined the UUA in July 2019 following over 13 years in the credit union industry, including the past six years as chief financial officer of Service Credit Union in Portsmouth, NH. Prior to that, Andrew worked for Barclays Capital in New York on the institutional fixed income sales desk. Andrew is a CFA charterholder and holds an MBA from the McCombs School of Business at the University of Texas at Austin. Andrew completed his undergraduate degree in materials science and engineering at the Massachusetts Institute of Technology. He is a member of South Church in Portsmouth, New Hampshire.
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.
Investment Committee (Volunteers)
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.
Andrew McGeorgeTreasurer & Chief Financial OfficerSee above under Staff.
Brian LasherUntil recently, Brian was Chief Investment Officer 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 of the Endowment Committee for The Unitarian Church in Westport.
Ken ReddKenneth E. Redd is a Senior Director, Research and Policy Analysis at the National Association of College and University Business Officers (NACUBO). At NACUBO, Ken directs the annual survey of college and university endowments and other studies on higher education finance issues. He came to NABUCO in 2008 from the Council of Graduate Schools. Previously, he was Director of Higher Education Research at the USA Group Foundation and Director, Research and Policy Analysis at the National Association of Student Financial Aid Administrators. In addition to his professional work, Ken is also a Senior Fellow at the University of Georgia Institute of Higher Education. Ken also serves on the advisory board of the Frank Battan School of Public Policy at the University of Virginia and the Alumni Society Board of the Hubert H. Humphrey School of Public Affairs, University of Minnesota. Ken has a master’s degree in public affairs from the Hubert H. Humphrey School of Public Affairs, University of Minnesota, and a bachelor’s degree in English and Political Science from Tuft’s University, Medford, MA.
SRI Committee (Volunteers)
Kathy MulveyChairA 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 is a member of the First Unitarian Congregational Society of Brooklyn, where she serves on the board of trustees and works with the Immigrant Solidarity Committee. She works at the Initiative for Responsible Investment (IRI) which is part of the Center for Public Leadership at the Harvard Kennedy School. At the IRI, Vonda leads their investing in a Just Transition project. A Partnership with the Grantham Institute at the London School of Economics, along with the Principles for Responsible Investment and the International Trade Union Confederation to support Investor engagement on the just transition, making sure that action on climate supports an Inclusive economy with a particular focus on workers and communities. Previously she was the Director of the Capital Stewardship Program at the Service Employees International Union. In Addition, she founded the Trustee Leadership Forum for Retirement Security at the Initiative for Responsible Investment and serves on the Board of the Good Work Institute and the Shareholder Association for Research and Education. Her formal education was at Calvin College and the University of Chicago
Vanessa LoweVanessa's career has been focused on economic and social justice starting with 10 years in Philadelphia legal service agencies - Juvenile Law Center, National Clearinghouse for the Defense of Battered Women and AIDS Law Project of Pennsylvania. She's spent the last 20 years in federal service supporting access to capital for underserved communities. She underwrote investments in community development financial institutions (CDFIs) while working for the U.S. Treasury Department's CDFI Fund, delivered consulting and training to strengthen small credit unions at the National Credit Union Administration, and currently works for the Economic Development Administration delivering disaster recovery support for Puerto Rico and the Virgin Islands. She's currently pursuing the Chartered Financial Consultant (ChFC) certification and hosts Vanessa's Money Hour, a bi-weekly radio show on G-town Radio. Ms. Lowe has a B.S. in Education from Temple University and an MBA from the Wharton School of the University of Pennsylvania. She's a proud member of the Unitarian Society of Germantown. Vanessa is excited to return to the UUA's Committee on Socially Responsible Investing (CSRI). From 2005-2011 she served, leading the committee's working group on Community Investments and later serving as CSRI co-chair. She discovered All Souls Church and Unitarian Universalism in 2001 after moving to DC to work for the U.S. Treasury Department. At All Souls DC she served as Treasurer and helped to produce Money, Values and Impact - A Conference on Ethical Investing for UU Congregations in 2009.
Julie SkyeJulie works with the Interfaith Center on Corporate Responsibility through her membership on the UUA Socially Responsible Investment Committee. She is on the Board of Tulsa Interfaith Alliance and is active in all-things-green, in Tulsa. She is a member of the All Souls Green Team, Sustainable Tulsa and the local chapter of the Sierra Club. She will be a Sustainable Tulsa Scorecard Coach for 2019, working with local companies to save money and improve their business practices. A passionate gardener, she is a Linnaeus Master Gardener and recently started a community garden for the South Tulsa Community House. She is also a founding member of the City of Tulsa Human Right’s Committee subcommittee “Compassionate Tulsa” and a member of The Tulsa Chamber of Commerce’s Diversity and Inclusion Initiative, “Mosaic.” Committed to reducing violence in the Tulsa community, Julie is active in the All Souls Criminal Justice Committee. She was appointed to Tulsa’s Community Policing Commission, and Sheriff Regalado recently appointed her to Tulsa’s Citizen’s Jail Oversight and Review Committee. In 2001, she joined the 1921 Tulsa Race Massacre Committee and has been active since on reparations and other ways to heal the scars deep within Tulsa’s history. With 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. Her work on Sustainable Impact Investing became such a passion she launched her own Registered Investment Advisory firm, Skye Advisors LLC, in December of 2017. She now can focus on Environmental Social Governance (ESG) Investing all day, every day. 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.
Pat TomainoPat leads Zevin’s corporate engagement program, analyzing portfolio companies and pushing them to address critical environmental, social, and governance risks. To that end, Pat dialogues with executives, builds coalitions with NGOs and peer firms, and files shareholder proposals on behalf of our clients. He also identifies emerging sustainability issues and oversees proxy voting. For several years, Pat was a Senior Analyst on the responsible investment team of F&C Asset Management, where he led the U.K. firm’s work in Latin America and Canada. He has held research roles for several progressive groups, including Senator Elizabeth Warren’s 2012 campaign and the Service Employees International Union (SEIU). Pat recently completed a fellowship as a public radio producer for WBUR’s Open Source with Christopher Lydon. A graduate of Harvard College, Pat is interested in racial justice, economic inequality, and labor rights in the U.S.