Who We Are

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, he led several of the marketing, sales and client service groups for the firm, and has  more than 20 years experience in the investment management industry.

He holds a B.S. in Business Administration and a M.S. in Church Management from Villanova University.  Mr. Mooney also serves on the Board of Trustees of the USQ Core Real Estate Fund and the board of Renaissant, Inc., a workflow automation company.

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.

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 New Orleans 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 board of Christian Brothers Services. 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 has two grown sons.

Mr. Herencia has served as Chief Executive Officer of Byline Bancorp since February 2021 and Chairman of Byline Bancorp and Byline Bank since June 2013. Mr. Herencia has served as President and Chief Executive Officer of BXM Holdings, Inc., an investment fund specializing in community bank investments, since 2010, where he led the recapitalization of Byline’s predecessor, Metropolitan Bank Group.

Prior to BXM Holdings, Inc., Mr. Herencia served as President and Chief Executive Officer of Midwest Banc Holdings, Inc. and spent 17 years with Popular Inc. as Executive Vice President and as President of Popular Inc.’s subsidiary, Banco Popular North America. Mr. Herencia has also served as an independent director of Banner Corporation and its subsidiary, Banner Bank, since March 2016, and as Chairman of the board of directors of First BanCorp, and its subsidiary, FirstBank Puerto Rico, since October 2011.

Mr. Herencia previously served as an independent director of privately held SKBHC Holdings LLC, and its two subsidiary banks, American West Bank and First National Bank of Starbuck. Appointed by President Obama in 2011, Mr. Herencia serves on the Overseas Private Investment Corporation’s board of directors. Mr. Herencia holds a bachelor’s degree in finance from Georgetown University and an M.B.A. from the Kellogg School of Management at Northwestern University.

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 since 2006, the Calamos Mutual Funds since 2003 and Lewis University since 2013.  Mr. Rybak previously served as a member of the Board of Directors of PrivateBancorp, Inc. from 2004 until 2017 and Howe Barnes Investments, Inc., an investment services firm located in Chicago from 2002 until 2010. He holds a B.A. in Accounting from Lewis University and a M.B.A. from the University of Chicago.

Brother Timothy is the Director of Initial Formation of Brothers for the San Francisco New Orleans District of the Institute of the Brothers of the Christian Schools. He previously served as General Councilor for the Lasallian Region of North America (RELAN). He continues as chair of the Lasallian Publications Committee.

Reverend Dariusz is the General Treasurer at Society of the Divine Word in Rome, Italy. He previously served as Assistant General Treasurer for the Society of the Divine Word in Rome. For 20 years, Rev. Dariusz has held numerous finance roles with the SVDs.

Sister Patricia is a member of the Dominican Sisters of San Rafael, California and currently serves as her congregation’s Chief Financial Officer. Sister Boss has enjoyed being a member of several governing boards over her career, including eight years as a Trustee of the CBIS CUIT Funds.