 Michael W. O'Hern, FSC
 President and Chief Executive Officer
Francis G. Coleman
Executive Vice President
Neal J. Berkowitz, CPA
Vice President and Chief Financial Officer
Frank D. Haines, CFA
Vice President - Chief Investment Officer
David L. Skelding
Vice President, General Counsel and Chief Compliance Officer
James R. Grant, Jr.
Vice President of Participant Services
Frederick M. Devlin
Vice President, Head of Distribution and Marketing
|
|
Michael W. O'Hern, FSC
President and Chief Executive Officer
|
Since
joining CBIS in 1987 as Executive Vice President, Brother Michael
O’Hern has significantly contributed to its growth and success. As
President and CEO, he is responsible for the mission of CBIS, its
services and organizational development. Throughout his years at CBIS,
Brother Michael’s leadership skills, his strategic insights and vision
have enhanced CBIS’ effectiveness and greatly contributed to our
success as a unique provider of superior, socially responsible
investment programs to the Catholic institutional market. His
experience as a school system administrator in the Archdiocese of
Chicago provided him with an understanding of the investment needs and
unique challenges facing Catholic religious organizations. Brother
Michael graduated from Lewis University with a B.A. in 1969. He also
holds an M.B.A. from the University of Chicago, an M.A. in
Administration from Northwestern University and an M.A. in History from
Michigan State University. His FINRA registrations include series 7, 24,
63, and 65.
Back To Top
|
|
Francis G. Coleman
Executive Vice President
|
Francis G. Coleman, Executive Vice President, is responsible for corporate strategy and planning, strategic planning and board member and trustee relations and development, as well as overseeing the Socially Responsible Investing (SRI) and Information Technology departments at Christian Brothers Investment Services (CBIS). During his tenure, he has held the following positions: Director of Socially Responsible Investing (1994-1999), Director of Marketing and Participant Services (1989-1994) and Director of Participant Services and Operations (1987-1989). As Vice President and Director of SRI (1999-2002), he was responsible for incorporating ethical standards into investments and developing a policy and approach for CBIS that reflects the Church's broad concerns in an effort to impact corporations. He is on the board of the IRRC Institute, a research center for social, environmental and corporate governance issues, and serves on the SRI Committee for the SRI Fund, an alternative hedge fund serving primarily Catholic investors, and on the Independent Committee of the STOXX Christian Values Index, a screened faith-based index of European stocks. In addition, he serves on the Investment Committees of the Interfaith Center on Corporate Responsibility (ICCR) and American Friends Service Committee (AFSC). He formerly served as Chair of the Board of Partners for the Common Good, a community investing program sponsored by CBIS, as well as Vice-Chair (1997-1998) and Chair (1998-2001) of the Board of ICCR (1997-2001). He is a member of the Social Venture Network, is on the Board of the Montessori School of Syracuse and served a nine-year term on the Board of the Leviticus Fund. Mr. Coleman holds a B.A. from Columbia University.
Back To Top
|
|
Neal J. Berkowitz, CPA
Vice President and Chief Financial Officer
|
Mr.
Berkowitz joined CBIS as Director of Financial Operations in 1990, was
appointed to the Management Team in 1992, and was elected Vice
President and Chief Financial Officer in 1994. He is responsible for
providing direction, coordination, and control for the effective and
profitable operation of the organization. He is also responsible for
overseeing all required audits, corporate reporting, technology,
operations and Human Resources. Prior to joining CBIS, he was employed
with Olympia & York and Ernst and Young. Mr. Berkowitz is a CPA,
has a B.S. from SUNY Brockport, an M.B.A. from Pace University and a
diploma in Real Estate Investment Analysis from NYU Real Estate
Institute. His FINRA registrations include Series 7, 27, 63, and 65.
Back To Top
|
|
Frank D. Haines, CFA
Vice President - Chief Investment Officer
|
Mr.
Haines joined CBIS in 1999 as a Senior Investment Analyst. He was
promoted to Chief Investment Officer and appointed to the management
team in June, 2000. Mr. Haines is responsible for overseeing the
investment management process of CBIS programs. He directs the search,
selection, supervision and evaluation of asset managers for CBIS
accounts. He is the chair of CBIS’ Investment Policy Team. Prior to
joining CBIS, Mr. Haines was a Vice President of Client Service &
Marketing for STW Fixed Income Management, Ltd. Previously, he was a
Vice President of The Common Fund, with responsibility for overseeing
bond portfolios with assets of $12 billion. Including his prior
experience in trust banking in several regional Connecticut banks, he
has over 25 years of experience in the investment field. He served as a
Lieutenant, Junior Grade in the United States Navy, and earned a BA
from The College of the Holy Cross. He is a CFA charterholder.
Back To Top
|
|
David L. Skelding
Vice President, General Counsel and Chief Compliance Officer
|
Mr. Skelding joined the CBIS Management
Team as General Counsel in 1998, with responsibility for legal and
compliance matters. From 1999 until 2005, he also served as head of
Participant Services for CBIS. Prior to joining CBIS, Mr. Skelding was
an equity partner in the Chicago law firm of Lord Bissell & Brook,
where he practiced securities and general corporate law, with an
emphasis on the investment management industry. In this capacity, he
served for many years as outside counsel for CBIS. Mr. Skelding has
served on several not-for-profit boards. He is currently a member of
the Lumen Christi Institute Law and Culture Forum, whose programs
encourage reflection by attorneys on life as a committed Catholic and
legal professional. Mr. Skelding holds an A.B. degree from the
University of Chicago and a J.D. from Cornell Law School, as well as
Series 7, 24 and 63 licenses.
Back To Top
|
|
James R. Grant, Jr.
Vice President of Participant Services
|
Mr. Grant joined CBIS as an Investment Advisor in June 2004, became Regional Director in October 2006 and was promoted to Vice President of Participant Services in September 2008. He is responsible for the management of staff and activities devoted to building and maintaining relationships with CBIS’ participants. For more than 25 years, Mr. Grant has served the client needs of institutional and individual investors utilizing a broad range of traditional and alternative investment strategies. Prior to joining CBIS, Mr. Grant was an institutional fixed income salesperson specializing in both public and private investment-grade and below-investment-grade credit and structured product securities. His previous firms include: L.F. Rothschild, Unterberg, Towbin; Everen Securities; and Wachovia Securities. Mr. Grant holds a B.A. in Liberal Arts from the University of Pittsburgh and attended Loyola University's Graduate School of Business in Chicago. His FINRA registrations include Series 7 and 63.
Back To Top
|
|
Frederick M. Devlin
Vice President, Head of Distribution and Marketing
|
Mr. Devlin joined CBIS in 2008 as Vice President, Business Development and Marketing. In 2009 Mr. Devlin was named Head of Distribution & Marketing. In this capacity he is responsible for the management of CBIS’ new business efforts, the development and maintenance of participant (client) relationships, consultant relations and CBIS' Corporate Communications. Prior to joining CBIS Mr. Devlin served as Managing Director and Chief Marketing Officer at Fiduciary Management Associates, where he oversaw all aspects of client service, consultant relations and new business development. Previously, he spent more than ten years as Managing Director with Morgan Grenfell/Deutsche Asset Management heading institutional sales and marketing. He has also held positions with The Northern Trust Co. and A.G. Becker. Mr. Devlin has been a board member and affiliate with industry associations including the National Association of State Retirement Administrators and the World Pension Forum. He has also held positions as a Board member of the Cornell University Council and the Cornell Athletic Alumni Advisory Committee. Mr. Devlin holds a B.A. from Cornell University and an M.B.A from Harvard University. His FINRA registrations include Series 7 and 63 and 24.
Back To Top
|
|
|
