• Mr. Jeffrey A. McCroy

    President and Chief Executive Officer

    Current Role
    Mr. McCroy is responsible for the mission of CBIS, its services and organizational development and is a member of the Management Team. He believes that to grow our business, we must focus on the core elements of investing, distribution, infrastructure, and our ongoing leadership with CRI.

    Experience
    Mr. McCroy brings extensive experience in the investment industry. He joined CBIS from American Century Investments (ACI), where he had been their Head of Global Client Relationship Management since 2012. Prior to ACI, he was President and Chief Operating Officer for Transamerica Investment Management (he also served as Chairman), where he worked extensively with various asset managers across distribution channels, grew the sales teams and improved the firm’s profit margins. He was Managing Director and President for Bank of America’s investment distribution unit (formed after the Fleet and Columbia acquisitions) that served the institutional and retirement segments. He holds a B.S. in Business Administration from Creighton University.

  • Mr. John W. Geissinger, CFA

    Vice President, Chief Investment Officer

    Current Role
    Mr. Geissinger is responsible for developing investment policies and programs that achieve the investment objectives of the organization and its participants, including responsibility for developing investment advice, asset allocation models and risk management parameters for CBIS participants, and the development of CBIS’ overall investment philosophy and direction, including ultimate responsibility for the manager-of-managers function. He is also a member of the Management Team.

    Experience
    Mr. Geissinger joined CBIS as Chief Investment Officer in April 2014. He brings 30 years of portfolio and risk management experience in prominent financial services firms. He was a partner with Hewitt EnnisKnupp, a provider of investment consulting to corporate and public pension plans, endowments, foundations and defined contribution plans. His prior experience includes chief investment officer roles with North Dakota Retirement and Investment Office, Natsource, LLC and Bear Stearns Asset Management, as well as research and portfolio management experience with Chancellor/LGT Asset Management, Putnam Investments and Aetna Life and Casualty. John holds a bachelor’s degree from Wake Forest University, MBA from New York University and is a CFA® charterholder.

  • Mr. Neal J. Berkowitz, CPA

    Senior Vice President, Chief Financial Officer

    Current Role
    Mr. Berkowitz oversees the financial operations of the firm and is a member of the Management Team.

    Experience
    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 became a Senior Vice President in July, 2015 and 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.

  • Mr. Paul R. Ainslie

    Vice President, Strategic Initiatives & Product Development

    Current Role
    Mr. Ainslie is responsible for CBIS' corporate strategy and the development of new investment products and is a member of the Management Team

    Experience
    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.

  • Mr. David L. Skelding

    Executive Vice President, Head of Distribution, and General Counsel

    Current Role
    Mr. Skelding oversees CBIS’ global distribution and servicing groups, and is also responsible for the firm’s legal affairs and is a member of the Management Team.

    Experience
    Mr. Skelding joined CBIS, and the Management Team, as General Counsel in 1998, with responsibility for legal and compliance matters. He was named Executive Vice President and Head of Distribution in 2013, having previously served as head of Participant Services from 1999 to 2005. He also served as Chief Compliance Officer from 2004 to 2017. 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 is a director of Recovery on Water, a Chicago not-for-profit that administers a rowing team for breast cancer survivors. He is also chairman of the development committee of the Lumen Christi Institute, which advocates, supports and nurtures intellectual work done in intimate relation to the Light of Christ, the Catholic Christian tradition, and the teaching authority of the Church. 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.

  • Mr. Francis G. Coleman

    Executive Vice President, CBIS

    Current Role
    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). He joined the CUIT Board of Trustees on January 1, 2016 and is also a member of the CBIS Management Team.

    Experience
    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.

  • Brother Michael W. O'Hern, FSC

    President Emeritus

    Current Role
    Brother Michael O’Hern continues to be responsible for the mission of CBIS, its services and organizational development and is a member of the Management Team. 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.

    Experience
    Since joining CBIS in 1987 as Executive Vice President, Brother Michael O’Hern has significantly contributed to its growth and success. 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.

  • Catholic Responsible Investing™

    • Ms. Maggie Cely

      Analyst

      Current Role Ms. Cely is responsible for portfolio auditing and the quarterly prohibited list updates.

      Experience Ms. Cely joined CBIS in 2015. She formerly managed crowdfunding campaigns for a start-up focused on women-founded companies. Previously, she was the Program Director for a grassroots non-profit focused on the empowerment of young women. Ms. Cely graduated from Indiana University with a Bachelors degree in Public Affairs.

    • Ms. Marcela Pinilla

      Senior Analyst, Catholic Responsible Investing℠

      Current Role
      Ms. Pinilla is responsible for working with CBIS’ investment managers to implement investment screens, leading proxy voting, and for managing select active ownership engagements.

      Experience
      Ms. Pinilla joined CBIS in 2016. Ms. Pinilla brings her experience in the analysis and integration of environmental, social and governance (ESG) risks and opportunities into investment decision-making and shareholder engagement to CBIS. Prior to joining CBIS, Ms. Pinilla worked as an independent sustainability consultant at AccountAbility, a global advisory services firm, where she served multi-national corporation clients in managing performance, strategy, and reporting on ESG-related objectives. Previously, Ms. Pinilla worked as a Director of Shareholder Advocacy at Mercy Investment Services, where she developed and implemented shareholder engagement initiatives related to climate change and water stewardship. She has also held roles with Walden Asset Management as an ESG Analyst and with the United Nations Environment Programme Finance Initiative (UNEPFI). Throughout her career Ms. Pinilla has collaborated with a wide network of investors and groups including CDP (formerly Carbon Disclosure Project), Ceres, Interfaith Center for Corporate Responsibility, Global Reporting Initiative, Sustainability Accounting Standards Board, and the United Nations Principles for Responsible Investment to drive improved policies and practices related to environmental and social issues.

      Ms. Pinilla holds an MBA focused on Sustainable Development and an MS in International Health Policy and Management from Brandeis University.

    • Ms. Tracey Rembert

      Assistant Director, Catholic Responsible Investing℠

      Current Role
      Ms. Rembert is responsible for working with the Director of Catholic Responsible Investing℠ (CRI) to plan and implement CBIS’ CRI program with a focus on active ownership - engaging with boards and corporate management to encourage the development and implementation of robust and substantive environmental, human rights, and corporate governance policies and practices.

      Experience

      Ms. Rembert joined CBIS in 2016. She comes to CBIS with 16 years of experience in the industry, with a successful track record of both U.S. and international corporate engagement on a range of sustainability issues, including climate change, responsible lending, governance, and labor issues. Most recently, Tracey worked for six years as director of Investor Programs at Ceres, mobilizing investors, companies and public interest groups to accelerate and expand the adoption of sustainable business practices. She also headed CERES’ Investor Initiative for Sustainable Exchanges, a coalition of investors focused on engagement with stock exchanges to improve sustainability reporting standards globally. Tracey previously worked at The Forum for Sustainable and Responsible Investment as head of its Shareholder Action Network, and at Pax World Funds, where she was the Governance and Engagement Officer.

      Ms. Rembert has authored several guides on shareholder advocacy, including co-publishing with BlackRock in 2015 a national guide for large institutional investors entitled 21st Century Engagement: Investor Strategies for Incorporating ESG Considerations into Corporate Interactions. Ms. Rembert holds an M.A. in English from Humboldt State University.

    • Ms. Julie Tanner

      Director, Catholic Responsible Investing℠

      Current Role
      Ms. Tanner is responsible for engaging with boards and corporate management to encourage the development and implementation of robust and substantive environmental, human rights and corporate governance policies and practices related to Catholic Responsible Investing℠.

      Experience

      Ms. Tanner joined Christian Brothers Investment Services (CBIS) in 2002. She is a member of the governing board of the Interfaith Center on Corporate Responsibility (ICCR) and on the board of ECPAT-USA (End Child Prostitution and Trafficking). Her leadership to improve corporate performance on human rights issues led the Coalition to Abolish Slavery and Trafficking (CAST) to honor CBIS with its Founder’s Award in 2011. Julie promotes corporate responsibility as a frequent conference speaker and through press releases and articles appearing in major media. She has co-authored numerous articles and publications, including: "Effective Supply Chain Accountability: Investor Guidance on Implementation of The California Transparency in Supply Chains Act and Beyond," “Corporate Approaches to Address Human Trafficking: Investor Recommendations to London Olympic Sponsors and Hospitality Companies,” “Building Effective Community Relationships: Final Report of the Advisory Panel to Newmont's Community Relationships Review," and “Outside the Box: Guidelines for Retail Store Siting." Prior to joining CBIS, Ms. Tanner spent ten years in the financial services industry, most recently with JPMorgan Chase, before moving to lead the Finance and Environment Program at National Wildlife Federation. Tanner holds a B.A. from Rutgers University, an M.B.A. from Pace University, and an M.S. from North Carolina State University.

  • Distribution Services
    • Ms. Karen M. Boyk

      Senior Associate, Distribution Services

      Current Role
      Ms. Boyk is responsible for retaining participant relationships for Distribution Services, supporting CBIS Portfolio Specialists with their participant relationships, external reporting, and the coordination of daily transaction processing with the transfer agent.

      Experience
      Ms. Boyk joined CBIS in 1995 and has more than 25 years of experience in the banking and financial industry. She started as a part of CBIS’ Operations Team working in both New Accounts and Fund Accounting where she was promoted to Team Leader.

      Ms. Boyk can be reached at kboyk@cbisonline.com or (312)803-4739

    • Ms. Gale Dickinson

      Director, Distribution Services

      Current Role
      Ms. Dickinson is responsible for overseeing the retention of participant relationships for Distribution Services, external participant reporting and the transfer agent for the CUIT Funds.

      Experience
      Ms. Dickinson joined CBIS in 1995 in the Operations group as a Participant Service Representative as was promoted to Assistant Director of Operations in 1999. In 2013 she was promoted to Director Distribution Services. Prior to joining CBIS, Ms. Dickinson was an Internal Auditor at Wayne Hummer and Company, and an Account Representative at Amev Investors. Ms. Dickinson has a B.S in Finance from Western Illinois University, and holds Series 7, 24 and 63 FINRA Licenses.

      Ms. Dickinson can be reached at gdickinson@cbisonline.com or (312)803-4719

    • Ms. LuEllen Joy Giera

      Distribution Services Associate

      Current Role
      Ms. Giera is responsible for retaining participant relationships for Distribution Services, supporting CBIS Portfolio Specialists with their participant relationships, external participant reporting, and the coordination of daily transaction processing with the transfer agent.

      Experience
      Ms. Giera joined CBIS in June 2005 as a Portfolio Services Associate. In December 2013, she became of a member of the Distribution Services Team. Prior to CBIS, LuEllen worked as the Assistant to the Board of the Directors at Career Education and held Executive Assistant roles at Loyola University Medical Center and the Canteen Company. She was also an Assistant to the Principal of Saint Barbara Grade School for ten years. Ms. Giera is a freelance artist and holds numerous certificates for business and non-business classes and seminars.

      Ms. Giera can be reached at lgiera@cbisonline.com or (312)803-4736

    • Ms. Erisene Jefferson

      Distribution Services Associate

      Current Role
      Ms. Jefferson is responsible for retaining participant relationships for Distribution Services, supporting CBIS Portfolio Specialists with their participant relationships, external reporting, and the coordination of daily transaction processing with the transfer agent.

      Experience
      Ms. Jefferson joined CBIS in 1997 as a Fund Accountant in the Operations Department and was later promoted to Senior Fund Accountant. In 2013, she joined Distribution Services as a Distribution Services Associate. Prior to joining CBIS, Ms. Jefferson was an Account Associate at Harris Bank. Ms. Jefferson has an AAS in Business Administration from Robert Morris University. She was awarded the CFA Institute Investment Foundations™ certificate in 2015.

      Ms. Jefferson can be reached at ejefferson@cbisonline.com or (312)803-4740

    • Ms. Elizabeth Vella

      Assistant Director, Distribution Services

      Current Role
      Ms. Vella is responsible for developing and retaining participant relationships, supporting CBIS Portfolio Specialists with their participant relationships, asset allocation analysis, assists in the direction of the Distributions Services Team and is also a member of the Asset Allocation Review Committee.

      Experience
      Ms. Vella joined CBIS in 2000 as an Associate Investment Advisor, held various roles and titles over the years, and was promoted to the Assistant Director of Distribution Services in 2014. She has over twenty years of experience in the financial services industry. Prior to joining CBIS, Ms. Vella worked as an Investment Center Representative with Stein Roe & Farnham, Inc. and a Mutual Fund Trading Representative with Raymond James Financial. She has a B.A. from the University of Iowa and holds Series 6, 7, 24 and 63 FINRA licenses.

      Ms. Vella can be reached at evella@cbisonline.com or (312)803-4735

  • Fund Administration
    • Mr. James B. Lee

      Director, Fund Administration

      Current Role
      Mr. Lee is responsible for overseeing relationships with third party vendors relating to the operation of the CUIT Funds including the custodian, fund accountant and transfer agent.

      Experience
      Mr. Lee joined CBIS in 1999 and has over 25 years of experience in the financial services industry. Prior to joining CBIS, Mr. Lee had positions as a Program Administrator with Hewitt Associates, LLC and as a Fund Accounting Supervisor with Stein Roe & Farnham, Inc. Mr. Lee has a B.S. from Western Illinois University and an M.B.A. from Benedictine University and holds Series 7 and 24 FINRA registrations.

  • Institutional Development and Consultant Relations
    • Ms. Karen Byrnes

      Director, Distribution

      Current Role
      Ms. Byrnes is responsible for internal reporting and analysis, oversight of the RFP/RFI process, management and board reporting, consultant database management, and sales tracking.

      Experience
      Ms. Byrnes joined CBIS in 2010 and has more than 25 years of experience in the investment management and consultant relations industries. She is also responsible for oversight of the administrative support for the Chicago office, Institutional Development and Consultant Relations, and Portfolio Services (client service) and handles client on-boarding efforts and conducts conference planning and implementation for the firm. Prior to joining CBIS, she held client service and marketing positions at Zurich Kemper Investments, Rogerscasey, and Fiduciary Management Associates. Karen is an active member of the Chicago chapter of Women Investment Professionals.

    • Mr. Daniel Hynes

      Director, Institutional Development and Consultant Relations

      Current Role
      Mr. Hynes is responsible for developing and managing relationships with prospective participants and investment management consultants in the Midwest region.

      Experience
      Mr. Hynes joined CBIS as Senior Manager, Business Development in 2012. Daniel is an experienced investment professional with a background in asset management sales and client service, investment consulting and investment plan design. Throughout his career, Daniel has consulted with clients and prospects to understand their investment needs and work with them to develop solutions to help them reach their financial goals. He holds an MBA from DePaul University and has a BA in Finance from Illinois State University. He holds Series 7 and 63 FINRA licenses.

    • Mr. Sean McCaffrey, CAIA

      Director, Institutional Development and Consultant Relations

      Current Role
      Mr. McCaffrey is responsible for developing and managing relationships with prospective participants and investment management consultants in the Eastern region.

      Experience
      Mr. McCaffrey joined CBIS in 2013 and is an experienced investment professional with a background in asset management distribution and client service in the endowment, foundation, religious, Taft-Hartley and corporate segments of the Institutional market. He has worked with a broad array of investment programs including quantitative equity (US, international and global), hedge funds (US and Asia-Pacific) and research-driven equity in the US, China, Japan and the Asia-Pacific region. He holds a BS degree in Business Administration from State University of New York, College at Oswego. He completed the Chartered Alternative Investment Analyst (CAIA) program in 2014, and holds Series 7 and 63 FINRA licenses.

    • Mr. Michael Nagy

      Director, Institutional Development and Consultant Relations

      Current Role
      Mr. Nagy is responsible for developing and managing relationships with prospective participants and investment management consultants in the Central and Western regions.

      Experience
      Mr. Nagy joined CBIS in 2016 and is an experienced investment professional with a background in consultant relations and new business development. Prior to joining CBIS, Mr. Nagy was with Oak Ridge Investments, where he was responsible for institutional sales and consultant relations. He holds a BS degree in Aerospace Engineering from Syracuse University and holds Series 7 and 63 FINRA licenses.

    • Mr. Robert P. Stelben

      Senior Director - Head of Institutional Development and Consultant Relations

      Current Role
      Mr. Stelben is responsible for all sales, consultant relations and marketing functions at CBIS.  Mr. Stelben is a member of CBIS’ product development committee.

      Experience
      Mr. Stelben joined CBIS in October 2001 as Director of Marketing & Communications with responsibility for directing the firm's marketing efforts. In 2006 he assumed the responsibility for developing and managing CBIS' relationships with institutional investment management consultants and was promoted to his current position in 2012. In addition, he is a member of CBIS' product development committee, leads product management activities and works with senior management on developing marketing plans and strategies. Previously, Mr. Stelben worked for META Group and held several marketing, product management, and business development roles. Prior to META Group, he worked with Greenwich Associates. Mr. Stelben holds a B.S. in Economics from Siena College and holds a Series 7 FINRA license.

  • Investment Management
    • Mr. T. Dean Armstrong

      Director

      Current Role
      Mr. Armstrong is responsible for Fixed Income research for CBIS’ Investment Management Department, as well as providing investment advice to CBIS participants, and is chair of the Asset Allocation Review Committee.

      Experience
      Mr. Armstrong joined CBIS in August 2015. He has over 25 years of investment and advisory experience. Previously, he advised institutional clients with Clearbrook Investment Consulting, a $40 billion investment consulting firm, most recently as Managing Director. At Clearbrook, Mr. Armstrong was responsible for formulating and delivering strategic investment advice covering policy, asset allocation, manager selection, and structure for corporate retirement plans, foundations, endowments, and financial intermediaries and served as a member of the Investment Committee. Prior to joining Clearbrook, Mr. Armstrong worked as a Manager in the quantitative research group at Gordon Haskett (Indata). Mr. Armstrong is the author of many research papers and is a frequent speaker at industry conferences. Mr. Armstrong earned a B.S. in Marketing from Roger Williams University.

    • Ms. Julie Frank

      Assistant Director, Senior Investment Analyst

      Current Role
      Ms. Frank is responsible for portfolio analytics and performance measurement and works as part of the team managing and overseeing investment programs and manager search functions.

      Experience
      Ms. Frank joined CBIS in 1995 as an Investment Advisory Service Representative. In 2006, she was promoted to Investment Analyst. Prior to joining CBIS, Ms. Frank worked as a Marketing Consultant for a hedge fund with responsibility for tracking domestic and offshore client investments, and acting as a liaison between clients and fund administrators. She has a B.S. in Finance from the City University of New York. She holds FINRA Series 7 and 63 licenses.

    • Mr. John W. Geissinger, CFA

      Vice President, Chief Investment Officer

      Current Role
      Mr. Geissinger is responsible for developing investment policies and programs that achieve the investment objectives of the organization and its participants, including responsibility for developing investment advice, asset allocation models and risk management parameters for CBIS participants, and the development of CBIS’ overall investment philosophy and direction, including ultimate responsibility for the manager-of-managers function. He is also a member of the Management Team.

      Experience
      Mr. Geissinger joined CBIS as Chief Investment Officer in April 2014. He brings 30 years of portfolio and risk management experience in prominent financial services firms. He was a partner with Hewitt EnnisKnupp, a provider of investment consulting to corporate and public pension plans, endowments, foundations and defined contribution plans. His prior experience includes chief investment officer roles with North Dakota Retirement and Investment Office, Natsource, LLC and Bear Stearns Asset Management, as well as research and portfolio management experience with Chancellor/LGT Asset Management, Putnam Investments and Aetna Life and Casualty. John holds a bachelor’s degree from Wake Forest University, MBA from New York University and is a CFA® charterholder.

    • Mr. Mark Hayes

      Director, Portfolio Risk & Analysis

      Current Role
      Mr. Hayes conducts portfolio analysis, macroeconomic analysis, performance attribution and risk analysis, and works as part of the team managing and overseeing investment programs and manager search functions.

      Experience
      Mr. Hayes joined CBIS as a full-time employee in early 2011 after working on a consulting basis with the firm since 2003. Mark’s previous investment industry experience includes work as an independent institutional marketing consultant and approximately six years as an equity research analyst at a research boutique and a sell-side investment banking firm. He is a graduate of the University of Virginia.

    • Mr. James Mullaney

      Director

      Current Role
      Mr. Mullaney is responsible for Equities research for the Investment Management Department, as well as providing investment advice to CBIS participants, and is also a member of the Asset Allocation Review Committee.

      Experience
      Mr. Mullaney joined CBIS in July 2015. He brings more than 35 years of experience including investment analysis, financial reporting and economic forecasting to CBIS. Prior to joining CBIS, he was an Adjunct Professor of Economics at Mercy College. Previously, he spent 29 years at Verizon, including 10 years as Head of U.S. Equities. As Head of U.S. Equities, he was responsible for managing the structure and performance of the $15 billion U.S. equity asset class within the pension, 401(k) and other plan trusts.  Mr. Mullaney currently serves on the Board of Directors for the Community Center of Northern Westchester. Mr. Mullaney earned a B.A. in Mathematics and Economics and an M.A. in Economics from Fordham University and an Executive M.B.A. in Management from Pace University.

    • Ms. Victoria Wei

      Senior Investment Associate

      Current Role
      Ms. Wei is responsible for data analysis and quality review for the investment team, and manages the firm’s proprietary databases. She also serves as product champion, working with CBIS’ sub-advisers regarding their strategies and reporting methods.

      Experience
      Ms. Wei joined CBIS in 2016. Prior to CBIS, Victoria interned at Vinik Asset Management where she was responsible for maintaining data integrity and analyzing capital flows. She spent two years at Cohen and Steers Asset Management assisting portfolio managers and producing and analyzing attribution reports. Ms. Wei graduated from Northeastern University, in Boston, MA, with a Bachelor of Science degree in Economics/Mathematics.

  • Legal and Compliance
    • Ms. Diane Miller, IACCP®

      Chief Compliance Officer

      Current Role
      Ms. Miller is responsible for developing, administrating and overseeing the compliance program at CBIS.

      Experience
      Ms. Miller joined CBIS in September 2005 as Compliance Administrator. In 2012, she was promoted to Compliance Officer, and in 2015 was promoted to Director, Sr. Compliance Officer. In May of 2017, Diane became the firm's Chief Compliance Officer. Her responsibilities include administrating, overseeing, and developing the company’s compliance program. Prior to her work at CBIS, she was a Compliance Associate at Komico LLC where she managed both the compliance program for a small broker-dealer and a futures fund.  She has over 12 years of experience and is an Investment Advisor Certified Compliance Professional (IACCP®). She holds FINRA registrations 7 and 24.

  • Management Services and HR
    • Ms. Valerie P. Maestrallis

      Director, Management Services and HR Coordinator

      Current Role
      Ms. Maestrallis is responsible for the New York office administration and coordinating the HR department.

      Experience
      Ms. Maestrallis joined CBIS in 1991 to service participant accounts and manage the daily office support and work flow. In 1995, she was promoted Director, Management Services, and added the role of HR Coordinator in 2007. Prior to joining CBIS, she was employed for 10 years with Bear Stearns Asset Management, where she was the liaison for the Bear Stearns/CBIS relationship. She holds a Series 7 FINRA license.

  • Marketing and Communications
    • Mr. Michael T. Castino

      Director, Marketing and Communications

      Current Role
      Mr. Castino is responsible for global brand development, marketing strategy and the worldwide implementation of CBIS’ marketing & communications program.

      Experience
      Mr. Castino joined CBIS in May of 2014. Previously, he was SVP and Marketing Manager for Northern Trust’s FlexShares ETFs product line, where he was responsible for its integrated, multi-channel marketing program. Prior to Northern, he was Director of Intermediary Marketing for Calamos Funds, Director of Institutional Sales for Wintrust Capital and Managing Director of Marketing for ABN AMRO’s U.S. mutual fund unit and a member of the Global Marketing Management Committee. Mr. Castino holds an M.B.A. in Marketing Management from Loyola University’s Quinlan School of Business, a B.S. in Journalism from the University of Illinois at Urbana-Champaign and Series 7 & 63 FINRA licenses.

  • Portfolio Services
    • Mr. Mark F. Degenhart

      Senior Portfolio Specialist, Eastern Region

      Current Role
      Mr. Degenhart is responsible for developing and retaining participant relationships and is a member of the Asset Allocation Review Committee.

      Experience
      Mark F. Degenhart, Sr. joined the CBIS New York office in December 2013. Mr. Degenhart has over 27 years of experience in the financial services industry as an equity analyst/portfolio manager. Most recently he was with Rothschild Asset Management, where he was Managing Director, Head of Mid Cap, and Oppenheimer Capital where he was Senior Vice President, Head of Small Cap. Early in his career, Mr. Degenhart was Director of Research at Palisade Capital Management. Mr. Degenhart holds a B.S. degree in Marketing from the University of Scranton and had been a member of its Endowment Investment Committee from its founding in 2006 until early 2017. He also holds Series 7 and 66 FINRA registrations.

    • Mr. Thomas R. Kelly

      Portfolio Specialist, Central Region

      Current Role
      Mr. Kelly is responsible for developing and retaining participant relationships and is a member of the Asset Allocation Review Committee.

      Experience
      Thomas R. Kelly joined CBIS in June 2014 and was promoted to his current position of Portfolio Specialist in 2017. Prior to joining CBIS Mr. Kelly worked at Stark Investments as a Private Equity accounting intern and he was also an accounting intern at KKCPA. In 2013, Mr. Kelly was an International Lay Missioner and Volunteer for the Salesian Missions in New Rochelle and spent 15 months in Juba, South Sudan. He is an active member of St. Alphonsus Parish in Chicago and part of the Parish Council, Finance Committee, and Young Adult Board. He additionally served as Vice President and Director of Operations for Young Catholic Professionals – Chicago. Mr. Kelly holds a B.S. in Business Administration from Marquette University, majoring in Finance and Accounting. He passed all three levels of the CFA Program and may be awarded the charter upon completion of the required work experience. His FINRA registrations include Series 7 and 63.

    • Ms. Jelena Milinkovic, CFA®

      Senior Associate, Eastern Region

      Current Role
      Ms. Milinkovic is responsible for helping to develop and retain participant relationships in the Eastern Region.

      Experience
      Ms. Milinkovic has over 25 years of experience in the financial services industry as an equity analyst and portfolio manager. Most recently, Jelena worked for Rothschild Asset Management for 22 years, the last 12 of which she was a portfolio manager on the firm’s Mid Cap Value product. Earlier in her career she was an Equity Research analyst covering Energy stocks at Nikko Securities. She has a B.S. in Economics and a B.S. in International Business from New York University's Stern School of Business. She is a CFA® charterholder, and holds a Series 7 FINRA license.

    • Mr. Tim N. Schwarzenberger, CFA®

      Senior Director, Head of Portfolio Services

      Current Role
      Mr. Schwarzenberger is responsible for overseeing the Portfolio Services team while continuing to service some Participant relationships in the Midwest, as well as Spanish-speaking relationships in Latin America; Tim is also a member of the Asset Allocation Review Committee.

      Experience
      Mr. Schwarzenberger joined CBIS in 2005 and assumed the role of Portfolio Specialist in 2009. In 2014, he was promoted to his current position as Senior Director and Head of Portfolio Services. Prior to joining the firm, he worked for Watson Wyatt Investment Consulting (now part of Towers Watson) in the group responsible for providing investment advisory services to the firm’s institutional clients. His diverse experience advising Catholic, corporate, and public institutional investors makes him particularly qualified to provide all aspects of client service, including: investment consultation, investment policy, asset allocation, portfolio review, socially responsible investing, and investment education. A speaker at industry conferences and an active member of the CFA Institute and the CFA Society of Chicago, Mr. Schwarzenberger has demonstrated his dedication to the profession and his commitment to the highest levels of ethical and professional conduct. Mr. Schwarzenberger graduated with high honors from Idaho State University with a B.A. in Finance and a minor in Spanish. In 2003, he spent six months abroad in Chile studying at the Universidad Católica de Valparaíso and is fluent in Spanish. He is a CFA® charterholder, and holds Series 7 and 63 FINRA licenses.

    • Mr. David A. Schwarzenberger, CFA®

      Senior Portfolio Specialist, Western Region

      Current Role Mr. Schwarzenberger is responsible for developing and retaining participant relationships. Experience Mr. Schwarzenberger joined the CBIS San Francisco office in April 2017. He has over 20 years of experience working in the investment industry. Most recently, he served as a product specialist and director of institutional business development at Bailard, Inc. Prior to that, he worked as an institutional business development and client service officer for WHV Investment Management. Mr. Schwarzenberger was also the manager of investments for a non-profit organization, an investment analyst and consultant for Dorn, Helliesen & Cottle (now part of Milliman USA) and a financial analyst for Benefit Consultants, Inc., a life insurance company. He began his investment industry career in 1995, working as an intern on the Ecuadorian Stock Exchange in Quito, where he developed fluency in Spanish. Mr. Schwarzenberger received his Bachelor’s degree in Finance and a minor in Spanish from Boise State University. He is a CFA® charterholder and a member of the CFA Institute and the CFA Society of San Francisco.  His FINRA registrations include Series 7, 6 and 63.
    • Mr. Timothy L. Shaler

      Senior Portfolio Specialist, Western Region

      Current Role
      Mr. Shaler is responsible for developing and retaining participant relationships and is a member of the Asset Allocation Review Committee.

      Experience
      Mr. Shaler joined the CBIS San Francisco office in 2009 and is adept at helping participants with their asset allocations.  Prior to joining CBIS, Tim had been successfully analyzing companies and economic conditions for 15 years, including 9 years as a Portfolio Manager at a major firm focused on fixed income investment management. In his multiple roles as financial analyst and as portfolio manager of high-grade and high-yield credits, he successfully helped his clients navigate difficult market events.  Tim graduated with a concentration in finance from the University of Chicago Graduate School of Business (GSB). He earned a B.S. in Business Administration from Pepperdine University and an M.A. in Russian Studies from the University of Chicago. Tim is currently working on his Masters in Pastoral Ministry from the University of Dallas. He holds Series 7 and 63 FINRA licenses.

    • Mr. Kevin J. Smith, CFP ®, ChFC ®

      Senior Portfolio Specialist, Central Region

      Current Role
      Mr. Smith is responsible for developing and retaining participant relationships and is a member of the Asset Allocation Review Committee.

      Experience
      Mr. Smith joined the CBIS Chicago office in January 2015. Prior to joining CBIS, Mr. Smith worked as an independent financial planner specializing in helping the owners of closely held businesses implement investment and insurance strategies in three key areas: to protect and grow their company, attract and retain key employees, and ultimately transition their successful business into a successful retirement. Early on in his career, he worked for a retail group at UBS that administers the employee stock option programs for several large, Chicago based companies. Mr. Smith graduated from Loyola University Chicago with a BA in Finance and a minor in Theology, including studying abroad in Italy and Spain. He cantors for Sunday Mass for his local parish. Mr. Smith became a CERTIFIED FINANCIAL PLANNER™ and a Chartered Financial Consultant™ in 2015 and holds series 7 and 66 FINRA licenses.

  • Technology
    • Mr. Steven G. Harrison

      Director – Head of Technology

      Current Role
      Mr. Harrison has responsibility for all technology related infrastructure and software systems at CBIS.

      Experience
      Mr. Harrison has over 27 years of  technology experience in the financial industry both in the US and abroad.  After spending two and a half years as a consultant providing project management services on several large software development projects and filling the role heading up the Technology department for six months at CBIS, Mr. Harrison was asked to join CBIS as an employee in June 2008 as Director of Technology.  Previously, over his six plus years at UBS Warburg as Director; Global Service Delivery he held positions responsible for Global Middleware Engineering & Services, US Equity Cash Trading & Execution and Global Equity Trading & Execution.  In addition to his roles in managing these areas at UBS he was also responsible for EMU, Y2K and several mergers with respect to his areas of responsibility.  Prior to UBS, Steve held positions at Citibank Private Bank, Shearson Lehman Brothers and Merrill Lynch as a software developer and project manager.  From 1982 to 1997 he served as Vice President of Harrison Entertainment Services, Inc.  Mr. Harrison holds a B.B.A. in Management Information Systems from Pace University and an MBA in Finance from C.W. Post University.