Le Conseil CBIS d’administration et du Conseil d’administration CBIS Global Funds aider l’équipe de gestion CBIS aligner éthique et des valeurs catholiques avec chacun des programmes d’investissement que nous offrons. Leur leadership et leur engagement envers l’investissement basé sur la foi nous guident dans nos efforts de service tous les jours au nom des institutions catholiques dans le monde.

The CBIS Board of Directors consists of men and women whose combined experience, dedication and vision help ensure that CBIS’ strategic planning and program implementation effectively serve the complete investment management needs of Catholic institutions.

  • Mr. Jeffrey A. McCroy

    President and Chief Executive Officer, CBIS

    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. 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. 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.

  • 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. 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 Martin Rocha Pedrajo, FSC

CBIS Global’s Funds are registered and incorporated in Ireland in accordance with the laws, regulations and requirements of Ireland and the European Union under the auspices of UCITS (Undertakings for Collective Investment in Transferable Securities: Regulations, 2003). The Funds are legally available throughout the European Union and the world according to individual country requirements.

  • Mr. Jeffrey A. McCroy

    President and Chief Executive Officer, CBIS

    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. David L. Skelding

    Partner, Croke, Fairchild, Morgan & Beres, LLC

    Mr. Skelding is a partner in the Chicago-based law firm of Croke, Fairchild, Morgan & Beres.  He acts as outside counsel to CBIS providing legal, compliance, and other services in support of its mission. Previously, Mr. Skelding was in a number of executive management roles at CBIS. He joined CBIS in 1998 as General Counsel. He was named Executive Vice President and Head of Distribution in 2013, having previously served as head of client service 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.  Mr. Skelding is chairman of Recovery on Water, Inc., a Chicago not-for-profit that offers rowing programs for breast cancer survivors. He is also a director of Friends of Our Lady of Martyrs Shrine, Inc., which owns and operates the Shrine of the North American Martyrs in Auriesville, N.Y.   Mr. Skelding holds an A.B. from the University of Chicago and a J.D. from Cornell Law School.

  • Ms. Lisa Martensson
  • Mr. Feargal Dempsey