Financials

PERFORMANCE

Performance of investment pools through June 30, 2019 (benchmarks provided for comparisons)

Target Allocation

FINANCE & INVESTMENT OVERSIGHT

Donors can rest easy that their funds are prudently managed by the Foundation’s Finance and Investment Committee along with our investment advisor, Bank of Stockton, Wealth Management Group.

FINANCE & INVESTMENT COMMITTEE

Committee members have extensive expertise in business, investments and other disciplines. The Committee sets investment strategy and monitors investment performance against portfolio benchmarks, and reports to the Foundation’s Board of Directors.

  • Mary-Elizabeth Eberhardt, Chairperson, VP Director of Consumer Banking, Bank of Stockton
  • Linda Guinn, Co-Chairperson, CEO/President, CB Merchant Services
  • Robert Kavanaugh, CEO/President, Stockton Savings Bank (ret.)
  • Teresa Mandella, Financial Advisor (ret.)
  • Ray McCray, City Treasurer, City of Tracy
  • Mark Plovnick, Director of Economic Development, University of the Pacific (ret.)
  • Judy Rodriguez, Assistant VP Corporate Recruiter, F&M Bank
  • Colleen Stewart, Branch Manager/Sr. Loan Consultant, GEM Mortgage
  • Sara Yocum, Assurance Services Senior Manager, Moss Adam LLP