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:
Rodney Buck
Former EVP and CIO of National Life Group
Derek Hammel
Investment Officer, Middlebury College
Peter Kinder
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
Partner, Kelliher Samets Volk, Community Foundation Board Member
Allyson Laackman
Community Leader, Community Foundation Board Treasurer
Consultant
Mike Miller, CFA
Colonial Consulting
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.