The CBIS Board of Directors and the CUIT Board of Trustees help the CBIS management team align each of the investment programs we offer with Catholic moral and social beliefs. Their leadership and commitment to faith-based investing guide us daily in our service efforts on behalf of Catholic institutions.

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 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.

  • 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.

  • 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.

  • Brother Martin Rocha Pedrajo, FSC

The Catholic United Investment Trust (CUIT) Board of Trustees is composed of men and women whose combined leadership and commitment have greatly contributed to CUIT’s strategic planning, the competitive performance of the Funds, and the successful relationship with CUIT’s investment adviser and administrator, CBIS (Christian Brothers Investment Services, Inc.).

  • 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.

  • Sister Gina Marie Blunck

    Congregation of the Sisters of Notre Dame

    Sister Gina Marie Blunck is a member of the Congregation of the Sisters of Notre Dame and joined the CUIT Board in June of 2017. She currently serves as President and Executive Director of the Conrad N Hilton Fund for Sisters. In this capacity, she uses her passion for education, empowerment of women, and anti-trafficking initiatives to promote the vision of the Fund for Sisters.

    Previously she served two terms as treasurer general of her congregation at the Generalate in Rome, Italy. Other ministries include teaching science in secondary schools sponsored by her congregation, serving as principal of Notre Dame Academy in Los Angeles, and serving on the staff of the Department of Education of the Archdiocese of Los Angeles as supervisor and director of finance for secondary schools.

    Sister Gina received a Bachelor of Science from Mt. St. Mary’s University, a Master of Arts in Education from California Lutheran University, and a Master of Science in Administration for Non-Profits from the Mendoza College of Business, University of Notre Dame. She continues to serve on the International Advisory Financial Committee and investment committee for her religious congregation.

  • Ms. Carmen Heredia-Lopez

    Ms. Heredia-Lopez joined the CUIT Board in January 2016. Ms. Heredia-Lopez was the Director of Investments at W.K. Kellogg Foundation, Endowment Fund from 2013 to 2017. Prior to this, Ms. Heredia-Lopez served as the Chief Investment Officer of Public School Teachers’ Pension & Retirement Fund of Chicago until November 2014.

    She is on the Member of Advisory Council of Rethink Education. She holds a Bachelor of Science in Business Administration from Georgetown University and an International Master of Business Administration from the University of Chicago Booth School of Business with a concentration in finance, accounting and business economics. She is a Chartered Financial Analyst (CFA) in Illinois.

  • Mr. Charles B. Taylor

    Charles Taylor was formerly a Partner with Skadden, Arps, Slate, Meagher & Flom LLP. He worked 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.

  • Mr. Steven Timmel

    Steven Timmel joined the CUIT Board of Trustees in 2011, having previously served on the RCT Board of Trustees since 2010. He served as the Executive Director of Financial Administration for the Diocese of Buffalo from 2004 to 2019 overseeing finances, accounting, insurance services, computer information services, investment administration, lay and priest pension trust administration, and buildings and property management. He previously served as the Diocese of Buffalo Controller from 1990 to 2003. Since 2019, he has served as Vice President of Finance – Affiliates, Independent Health Association.

    Steven currently serves on a number of non-profit boards and committees, including President of Delta Development Senior Housing, Independent Health YMCA, and Chair of the Diocese of Buffalo Lay Pension Committee.

    Steven received his Bachelor of Science in Accounting from the University of New York at Buffalo.

  • Ms. Gayle A. Lampkowski, CPA

    Ms. Lampkowski joined the CUIT Board of Trustees in 2011, having previously served on the RCT Board of Trustees since 2009.

    She was the Chief Financial Officer for Sisters of St. Francis of Sylvania, Ohio since 1992 and retired in September of 2020. She was previously employed with Ernst & Young for 13 years serving primarily governmental and not-for-profit clients. Gayle received a Bachelor of Science in Accounting from Indiana University in Bloomington, Ind. 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).

  • Mr. Robert Doerfler

    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 served as the Finance Officer for the Diocese of Colorado Springs  from 1984 to 2020. 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 a 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 Bachelor of Arts from Loyola College in Baltimore, and his MBA from the University of Colorado in Colorado Springs.