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Board of Trustees

Investment Committee

The Investment Committee assists the Board in overseeing Foundation investments.

The Board has delegated authority to the Committee to oversee the current-use fund and Foundation endowment assets in accordance with the Board-approved Investment Policy Statement and to review the asset allocation policy targets established for the endowment; the Committee has a fiduciary obligation to oversee the current-use fund, endowment and other assets of the Foundation and a responsibility to recommend an investment policy statement for adoption by the Board, including policy pertaining to investment.

The Committee will support the selection of the external investment firm(s) and oversee the investment manager(s) performance of the current-use and endowment funds.

Chair: Ruchi Mehta

Black and white headshot of Ruchi Mehta smiling and wearing a black top

Ruchi Mehta Ph.D. ’00

Retired Managing Director, Lone Pine Capital LLC

Chair, Investment Committee

Rose Horan Cohen M.B.A ’03

Rose Horan Cohen MBA ’03

Retired Managing Director, Citi Private Bank

At Large

Charles W. “Chuck” Daggs ’69

Charles W. “Chuck” Daggs ’69

Corporate and Non-Profit Board Member

Gary L. Rozier ’99

Gary L. Rozier ’99

Senior Managing Director, Blue Owl

Ray Ferrara Headshot

V. Raymond “Ray” Ferrara ’70

Executive Chair, ProVise Management Group LLC

Gagan Singh Headshot

Gagan D. Singh M.S. ’97

Chief Investment Officer, PNC Financial Services Group

Committee Staff


Jeremy Kugel headshot

Jeremy Kugel

Vice President & CFO/Treasurer, UMCP Foundation; Assistant Vice President for Finance, University Relations