The CBIS Board of Directors and the CUIT Board of Trustees help the CBIS management team align Catholic ethical and social beliefs with each of the investment programs we offer. Their leadership and commitment to faith-based investing guide us daily in our service efforts on behalf of Catholic institutions and their fiduciaries globally, as we seek to deliver both financial and social investing returns.
Brother Michael W. O'Hern, FSC
Christian Brothers Investment Services, Inc.
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.
Brother Timothy Froehlich, FSC
Brothers of the Christian Schools, District of Eastern North America
Brother Timothy Froehlich has served on the CBIS Board of Directors since February 1996. A member of the Brothers of the Christian Schools since 1982, Brother Timothy is director of finance for the District of Eastern North America, a position he has held since 2009. From 1994 to 2009, he served as Director of Finance for the District of Baltimore. From 1991 to 1994, he worked as an investment consultant for Christian Brothers Investment Services, Inc. He has served on investment and finance committees for a number of Lasallian apostolates, and currently serves on the board of the Christian Brothers Services. He is a member of the District of Eastern North America District Council, Finance Committee and Investment Committee. Brother Froehlich is a 1978 graduate of Duquesne University, Pittsburgh, where he obtained an undergraduate degree in business administration with a major in management and a minor in sociology. He also obtained a master’s degree in theology from La Salle University, Philadelphia, in 1990, and a teaching certificate in accounting from St. Joseph's University, Philadelphia.
Ms. Pamela S. Gleeson
De La Salle Institute
Pamela Gleeson joined the CBIS Board in 2013. She is the Chief Financial Officer of the De La Salle Institute, the San Francisco District office for the Brothers of the Christian Schools, a position she has held since September 2012. Prior to joining DLSI, Pamela was the Chief Financial Officer for Santen Incorporated, the U.S. headquarters for a Japanese-owned ophthalmic pharmaceutical company for which she worked fifteen years. Pamela also serves on the boards of the Napa Chamber of Commerce, Leadership Napa Valley and Trellis Napa Valley. She holds a B.S. in Business Administration from the University of California, Berkeley and is a California CPA (inactive). Pamela lives in Napa, California with her husband and two sons.
Ms. Nola Kulig, CFA
Nola Kulig joined the CBIS board in 2009 after serving on CBIS’ investment committee since 2006. She is the founder of Kulig Consulting, LLC, an investment consulting firm to high net worth individuals and family offices. Prior to founding Kulig Consulting in 2008, Ms. Kulig was part of the senior management of Blue Heron Consulting, LLC, a management consulting firm to investment management organizations. There, she advised chief investment officers on organizational effectiveness, investment process issues, industry positioning strategies and maximization of investment performance. With her partner there, she consulted on roughly $1 trillion in assets. Before joining Blue Heron in 2000, she was part of the senior management of Russell Investment Group, then the country’s leading pension consulting firm and manager of more than $100 billion in investment funds. Ms. Kulig served most recently at Russell as portfolio manager with direct responsibility for $3 billion of assets under management. Early in her career, Ms. Kulig served as a bank examiner for the U.S. Treasury Department, working in both commercial and trust bank regulation.
Ms. Kulig has a B.A. in economics from Whitman College in Walla Walla, WA, where she graduated cum laude and Phi Beta Kappa. She completed various training courses in banking law while at the Comptroller of the Currency. After moving to the investment industry, she completed her Chartered Financial Analyst designation and recently was recognized by the CFA Institute for her work in continuing education. Ms. Kulig has also completed Kellogg University’s Women’s Director Development program. Ms. Kulig has served on the Board of Overseers for Whitman College, a private liberal arts college in the Pacific Northwest since 1999. She is a member of the CFA Institute and the Hartford, CT Society of Financial Analysts.
Mr. Sergio J. Masvidal
Kamaway Capital Partners, LLC
Sergio J. Masvidal joined the CBIS Board of Trustees in 2012. He is the founder and president of Kamaway Capital Partners in Miami, FL. Prior to founding Kamaway, he was the Vice Chairman of American Express Bank Ltd. (AEB), American Express Company’s international banking subsidiary, based in New York and the head of the Private Bank, with responsibility for all Global Wealth Management activities for AEB.
Masvidal joined American Express Bank in 1987 as General Manager of American Express Bank International (AEBI), the Private Banking arm of American Express Bank Ltd. In 1992, he became President of American Express Bank International and in 1996 he was made Latin American Region Head for The Private Bank.
Masvidal has more than 30 years experience in the banking industry, having served in executive positions at Continental Illinois National Bank from 1970 to 1974. From 1974 to 1977 he served as Vice President of The Northern Trust Company. He served as General Manager of Irving Trust International Bank in Miami from 1977 to 1980, and from 1980 to 1983 he was Senior Vice President in charge of the Florida region for that institution. From 1983 to 1987, he was President and Chief Executive Officer of Bank M in Miami, a family owned commercial bank. He holds bachelor's and master’s degrees in Economics from the University of Illinois (Champaign), and is a 1980 graduate of the Harvard Business School’s Program for Management Development.
Mr. William R. Rybak
William R. Rybak has served on the CBIS Board of Directors since February 2010. Mr. Rybak retired from VanKampen Investments, Inc. in 2000, where he had served as executive vice president and chief financial officer since 1986. Previously, Mr. Rybak was a partner with the accounting firm of KPMG LLP (formerly Peat, Marwick, Mitchell & Co.) since 1982. Currently, he is on the Board of Trustees of the JNL Funds, and on the board of directors of the Calamos Mutual Funds and PrivateBancorp, Inc. Mr. Rybak previously served as a member of the board of directors of Howe Barnes Investments, Inc., an investment services firm located in Chicago. He also served as a director of Alliance Bancorp, Inc. and its predecessor, Hinsdale Financial Corp., from 1986 until 2001.
Brother Joseph Saurbier, FSC
Midwest Provincial Office, Midwest District
Brother Joseph Saurbier, FSC, is the Treasurer and Director of Administration and Operations for Christian Brothers of the Midwest, and has served on the CBIS Board of Directors since 1990. Brother Joseph has also served as an assistant provincial and director of education. He was the principal of De La Salle Institute in Chicago from 1984 to 1990. Brother Joseph is the Chairman of the Board of Christian Brothers Services and serves on the International Economic Council at the order’s headquarters in Rome. Brother Joseph received an undergraduate degree in accounting from Lewis College, his M.B.A. from Lewis University, a master’s in educational administration from De Paul University and a certificate in business administration from the University of Illinois at Chicago.
Ms. Kathleen M. Flanagan
Leadership Communication, Inc.
Kathleen Flanagan brings more than two decades of experience to the CBIS board, which she joined in 2008. Currently, as President of Leadership Communication Inc., she is an executive consultant in leadership communication, specializing in shared leadership and decision making. She helps corporate executives, leadership teams and boards produce change, set direction, generate good decisions, inspire action and achieve success through communication and interaction. As Senior Vice President of Nuveen Investments, she was responsible for marketing communications for new product campaigns that raised $25 billion in assets in closed-end funds. Later, she was responsible for fund board development, managing relationships with the outside directors who annually approved the contracts that generated a substantial portion of Nuveen's revenue. In this capacity, she developed board presentations and strategic reviews for the family of Nuveen funds. She had significant responsibility for managing the operational and financial reviews required to meet SEC and fund governance requirements. Ms. Flanagan received her Bachelor of Science degree in Humanities magna cum laude from Loyola University and her Master of Business Administration from the University of Chicago. She later attended the Harvard Business School's Advanced Management Program and did additional studies at the Loyola Center for Organization Development. She is currently working on a book about the post-Vatican II renewal of Catholic sisters, focusing on the School Sisters of St. Francis who taught at Madonna High School (Aurora, Illinois) in 1965.
Brother Ambrose Payne, FSC
Brothers of the Christian Schools
Brother Ambrose Payne joined the CBIS Board of Directors in November, 2015. He is currently the Interim Bursar of the Institute for the Brothers of the Christian Schools. He began working for the Brothers of the Christian Schools in 2008, and most recently was Coordinator of the 45th General Chapter. He worked as a teacher within the De LaSalle School system, eventually becoming Principal at the Catholic College of Education in Sydney and later the CEO of the Australian Catholic University. Brother Ambrose received a Bachelor of Arts degree from the University of New England and a Master of Education and a Master of Arts (with Merit) at the University of Sydney. He later received an accreditation as a Teacher of Religious Education in Parramatta, Australia. Brother Ambrose has written extensively throughout his career and has been a featured speaker at events globally, discussing educational issues.
Mr. Edward P. Mooney, Jr.Edward P. Mooney, Jr. joined the CBIS Board of Directors in June 2016. Mr. Mooney retired from Artisan Partners Limited Partnership in 2014, where he had served as Managing Director since 1999. While at Artisan Partners, Mr. Mooney led several of the marketing, sales and client service groups for the firm. Mr. Mooney has more than 20 years experience in the investment management industry. Prior to Artisan Partners, Mr. Mooney held similar roles with Pilgrim, Baxter & Associates, Morley Capital Management and SEI Investments. Mr. Mooney holds a B.S. in Business Administration from Villanova University.
Mr. Robert Doerfler
Diocese of Colorado Springs
Robert Doerfler rejoined the CUIT Board of Trustees in 2011, having previously served on the RCT Board of Trustees since 2003 and the CUIT Board of Trustees from 1992 to 1998.He has served as the Finance Officer for the Diocese of Colorado Springs since 1984. Previously, Mr. Doerfler served as Business Administrator and Director of Youth Ministry for Divine Redeemer Parish in Colorado Springs, CO. Mr. Doerfler is active on number of boards, including Franciscan Community Counseling in Colorado Springs and Catholic Charities of Colorado Springs. He is a member of the Diocesan Fiscal Management Conference.
He received his B.A. from Loyola College in Baltimore, MD, and his M.B.A. from the University of Colorado in Colorado Springs, CO.
Ms. Gayle A. Lampkowski, CPA
Sisters of Saint Francis
Ms. Lampkowski joined the CUIT Board of Trustees in 2011, having previously served on the RCT Board of Trustees since 2009.
She has been Chief Financial Officer for Sisters of St. Francis of Sylvania, Ohio since 1992. She was previously employed with Ernst & Young for thirteen years serving primarily governmental and not-for-profit clients.
Gayle received a B.S. in Accounting from Indiana University in Bloomington, Indiana and is a Certified Public Accountant.
Gayle currently serves on the board of the Jamie Farr Owens Corning Classic LPGA tournament, and the board of the Sylvania Franciscan Academy. She also serves on the Corpus Christi University Parish finance committee and the Lourdes College assets committee. Gayle has served on several other not-for-profit boards during her career.
She previously served on the board of the National Association of Treasurers of Religious Institutes (NATRI) and also served as board chairperson.
Gayle is a member of the American Institute of Certified Public Accountants, the Ohio CPA Society and the Resource Center for Religious Institutes (RCRI).
Brother Michael W. O'Hern, FSC
President and Chief Executive Officer
Brother Michael O'Hern joined the CUIT Board of Trustees in 2012. Since joining CBIS in 1987 as Executive Vice President, Br. 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.
Mr. Steven Timmel
Diocese of Buffalo
Steven Timmel joined the CUIT Board of Trustees in 2011, having previously served on the RCT Board of Trustees since 2010. He has been the Executive Director of Financial Administration for the Diocese of Buffalo since 2004, and has been with the Diocese of Buffalo since 1988. He served as Director of Accounting prior to his current responsibilities overseeing finances, accounting, insurance services, computer information services, purchasing, investment administration, lay and priest pension trust administration and buildings and property management.
Steven currently serves on a number of non-profit boards and committees, including Delta Development Senior Housing, Catholic Health System Audit and Employee Benefit Committees, and Ronald McDonald House Charities. He is a member of the Diocesan Fiscal Management Conference.
Steven received his B.S in accounting from the University of New York at Buffalo.
Mr. Francis G. Coleman
Francis G. Coleman, Executive Vice President, CBIS, is responsible for corporate strategy and planning, strategic planning and board member and trustee relations and development, as well as overseeing the Catholic Responsible Investing (CRI) and Information Technology departments at Christian Brothers Investment Services (CBIS). He joined the CUIT Board of Trustees on January 1, 2016 and is also a member of the CBIS Management Team.
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 Committee of the Interfaith Center on Corporate Responsibility (ICCR). 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 served on the Investment Committee of the American Friends Service Committee (AFSC) from 2009 to 2015. 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.
Sister Joy Peterson, PBVM
Sisters of the Presentation of the Blessed Virgin Mary
Sister Joy Peterson is a member of the Sisters of the Presentation of the Blessed Virgin Mary of Dubuque, IA. Her ministries have included teaching in elementary and high school along with serving as parish pastoral minister. She has served in ministry within her religious community including two terms as congregational leader. After spending a year assisting the International Presentation Association’s non-governmental office at the United Nations, she joined the staff of the Sinsinawa Dominican Sisters as Promoter of Peace and Justice. In this role, she chairs the congregations’ Shareholder and Consumer Action Committee.
Sister Joy has been a member of the Hennessy Trust Board since 1998 and has served as chair since 2013. She holds a B.A. in English Literature from Clarke University in Dubuque as well as a M.A. in Elementary Social Studies from Clarke. She also has a Master in Pastoral Studies from Loyola University Chicago and a Certificate in Graduate Studies from the Jesuit School of Theology in Berkeley, CA.
Mr. Charles B. Taylor
Mr. Taylor was formerly a Partner with Skadden, Arps, Slate, Meagher & Flom LLP, working for the firm from 1992 until his retirement in 2011. His practice focused primarily on security offerings and other transactions involving public and private investment funds. Mr. Taylor counseled clients on corporate governance issues, securities, transactions, corporate, regulatory and business-related matters. Prior to Skadden, he was a supervising senior auditor for KPMG and did financial and tax planning with Lambert, Bailen Financial Planning Company. He is a CPA and holds a Bachelor of Science with Highest Honors in Accountancy, from the University of Illinois, Urbana-Champaign, and a Doctor of Laws with Honors, from the University of Chicago Law School.
Ms. Carmen Heredia-LopezMs. Heredia-Lopez joined the CUIT Board in January, 2016.