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
Paul R. Ainslie
Vice President for Strategic Initiatives and Product Development
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Michael W. O'Hern, FSC
President and Chief Executive Officer
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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.
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Francis G. Coleman
Executive Vice President
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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 boards of the IRRC Institute, a research center for social, environmental and corporate governance issues, Georgian Court University, a Catholic university in New Jersey sponsored by the Sisters of Mercy, and the Park Foundation, which supports environmental and educational causes. He is also a member of the SRI Committee for the SRI Fund, an alternative hedge fund serving primarily Catholic investors, and of 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.
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Neal J. Berkowitz, CPA
Vice President and Chief Financial Officer
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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.
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Frank D. Haines, CFA
Vice President - Chief Investment Officer
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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.
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David L. Skelding
Vice President, General Counsel and Chief Compliance Officer
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Mr. Skelding joined CBIS, and the Management Team, as General Counsel in 1998, with responsibility for legal and compliance matters. He also served as head of Participant Services from 1999 to 2005. Prior to joining CBIS, Mr. Skelding was an equity partner in the Chicago law firm of Lord Bissell & Brook, where he practiced securities, finance and general corporate law, with an emphasis on the investment management industry, and served for many years as outside counsel for CBIS. Mr. Skelding has served on several not-for-profit boards. He served as chairman 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. from the University of Chicago and a J.D. from Cornell Law School as well as FINRA registrations 7, 24 and 63.
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Paul R. Ainslie
Vice President for Strategic Initiatives and Product Development
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Mr. Ainslie was promoted to Vice President for Strategic Initiatives and Product Development and appointed to CBIS' Management Team in January 2013. Since joining CBIS in 1999, Mr. Ainslie has served as an Investment Advisor and Regional Director within the firm's Participant Services department, and later as the firm's Alternative Investment Specialist. Prior to CBIS, Mr. Ainslie was employed by Lynch & Mayer, Inc., a $5 billion boutique domestic growth stock and hedge fund manager, and Yamaichi Capital Management, Inc., a specialist Pacific Basin equity manager. Outside of CBIS, Mr. Ainslie is active on the boards of several non-profit organizations within his community. He holds a B.S. from Stanford University and a M.P.P.M. from the Yale School of Organization and Management. His FINRA registrations include Series 7 and 63.
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