African-American Philanthropy Committee

Teresa Beasley, Esq.

Charles Burkett Jr.

Inajo D. Chappell, Esq.

Donald Graham

Vivian Hairston

Constance Hill-Johnson

Justin Horton

Ndeda Letson

Franklin Martin

Tracy Oliver

Kimberly St. John-Stevenson

Audit Committee

James M. Delaney

Investment Committee

David R. Boles

John Sherwin Jr.

Robert Smith

Lake-Geauga Committee

J. Terrell Dillard

Dennis Eckart

Bert Holt

John D. Leech

Raphael J. Omerza, Esq.

Todd R. Ray

Daniel Smith

Philanthropy and Communications Committee

Larry Benders

Inajo D. Chappell, Esq.

David Geyer

Karen R. Haefling

Frank I. Harding III

Jane Lisy

Maria Quinn, Esq.

Marcia Wexberg

Jacqueline F. Woods

Scholarship Selection and Advisory Committee

Sister Alicia Alvarado

Deborah Daberko

Santiago Feliciano Jr.

Karen Kopp

Mary Lynne McGovern

Natividad Pagan

Christopher Sedlock

Pamela E. Smith

Ryan Temple

David C. Wright

William Woods

David Yen

Zulma Zabala

Bank Trustees Committee

Paul Clark, regional president, Northern Ohio National City, now a part of PNC

Jane Grebenc, executive vice president, KeyBank

David J. Janus, president and CEO, FirstMerit Bank

Jerry Kelsheimer, president, Northern Ohio region, Huntington National Bank

James M. Malz, president, Northeast Ohio Chase

Investment Options

Choosing the investment option for philanthropic funds for growth is just as important as the decision to entrust the Cleveland Foundation with overseeing and distributing those funds. The 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.

Banks

BNY/Mellon Private Trust Co.
30195 Chagrin Blvd.
Suite 350W
Cleveland, Ohio 44124

FirstMerit Bank
101 W. Prospect Ave.
Suite 350
Cleveland, Ohio 44115

Huntington National Bank
917 Euclid Ave.
Cleveland, Ohio 44115

JPMorgan Chase Bank
1300 E. Ninth St.
Suite 1300
Cleveland, Ohio 44114

Key Bank
127 Public Square
16th Floor
Cleveland, Ohio 44114

National City Bank, now a part of PNC
1900 E. Ninth St.
Cleveland, Ohio 44114

Northern Trust Bank
127 Public Square
Suite 5150
Cleveland, Ohio 44114

U.S. Bank
1350 Euclid Ave.
Suite 1100
Cleveland, Ohio 44115

Investment Management Firms

Alliance Bernstein
3201 Enterprise Parkway
Suite 240
Cleveland, Ohio 44122

Carnegie Capital Management Co.
1228 Euclid Ave.
Suite 1100
Cleveland, Ohio 44115

Fairport Asset Management
3636 Euclid Ave.
Suite 3000
Cleveland, Ohio 44115

Glenmede Trust Co.
One Corporate Exchange
25825 Science Park Dr.
Suite 110
Beachwood, Ohio 44122

Gries Financial
1801 E. Ninth St.
Suite 1600
Cleveland, Ohio 44114

Karpus Investment Management
183 Sully’s Trail
Pittsford, N.Y. 14534

Private Trust Co.
1422 Euclid Ave.
Suite 1130
Cleveland, Ohio 44115

Union Heritage
211 W. Fort St.
Suite 615
Detroit, Mich. 48226

Individual Advisors

BDS Financial Services

Cedar Brook Financial

Ferris Baker Watts

Goldman Sachs

Merrill Lynch

Private Trust Co.

Robert W. Baird & Co.

Wachovia Securities

Indexed Mutual Funds

Vanguard Group

TCF Pool
 

As of July 1, 2009

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