External Advisors and Banks

African-American Philanthropy Committee    
  • Teresa Metcalf Beasley
  • Charles Burkett Jr.
  • Ellen Burts-Cooper, Ph.D.
  • Inajo Davis Chappell
  • Vivian Hairston
  • Awilda Hamilton, Ph.D.
  • Constance Hill-Johnson
  • Justin Horton
  • Ronald V. Johnson Jr.
  • Ndeda N. Letson
  • Bracy Lewis
  • Tracy Oliver
  • Melvin G. Pye Jr.
  • Robyn Minter Smyers
Audit Committee    
  • James M. Delaney
Bank Trustees Committee    
  • Paul Clark, PNC Bank
  • James M. Malz, JPMorgan Chase
  • Sean Richardson, FirstMerit Bank
  • Timothy L. Swanson, KeyBank
  • Daniel P. Walsh, Huntington National Bank
Investment Committee    
  • David R. Boles
  • John Sherwin Jr.
  • Robert C. Smith
Lake-Geauga Advisory Committee    
  • Dennis E. Eckart
  • Nancy Guthrie
  • Bert Holt
  • John D. Leech
  • Raphael Omerza
  • Todd R. Ray
  • Daniel D. Smith
Philanthropy and Communications Committee    
  • Tana Carney
  • David Geyer
  • David Goldberg
  • Ellen Halfon
  • Jane Lisy
  • Michael Novak
  • Marcia Wexberg
Scholarship Selection and Advisory Committee    
  • Deborah Daberko
  • Santiago Feliciano Jr.
  • JoAnn Glick
  • Lisa Hunt
  • Karen Kopp
  • Nancy-Clay Marsteller, Ph.D.
  • Mary Lynne McGovern
  • Natividad Pagan
  • Judge Michael Ryan
  • Christopher Sedlock
  • Pamela E. Smith
  • Ryan Temple
  • William Woods, Ph.D.
  • David Yen
  • Deborah Yue
  • Zulma Zabala
Suite 1300 Board of Directors    
  • Leslie A. Dunford
  • Quentin L. McCorvey Sr.
  • Brian Vulpitta
Investment Options    
  • The Cleveland Foundation provides donors with a variety of investment options and strategies to choose from for the fund they establish, allowing them to select the one that will help them meet their philanthropic objectives. Many donors select the Cleveland Foundation Pool due to its diversification benefits, best-in-class manager philosophy, and enhanced oversight by an independent investment consultant. For donors interested in a passive index approach to investing, the foundation offers a pool composed of Vanguard funds. Donors may also select from a number of banks, investment firms, and individual advisors. The foundation has active relationships with the following:
Banks and Investment Firms    
  • BNY Mellon Wealth Management
  • Carnegie Capital
  • Fairport Asset Management
  • FirstMerit Bank
  • Glenmede Trust Co.
  • Hartland & Co.
  • Huntington National Bank
  • JPMorgan Chase Bank
  • Karpus Investment Management
  • Key Bank
  • Northern Trust
  • PNC Bank
  • U.S. Bank
Individual Advisors    
  • BDS Financial Service Corporation
  • Cedar Brook Financial Partners
  • Merrill Lynch
  • Robert W. Baird & Co.
  • UBS Financial Services
  • Wells Fargo Advisors
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