CCF Investment Committee
Our investment philosophy is implemented by our Investment Committee, which oversees asset allocation and diversification, risk management, manager selection, and faith-consistent investing. That strategy is implemented by CCF Director of Professional Outreach and Investments Mike Ricci and CCF staff — with information and field guidance from our investment consultant at LCG Associates, Inc.
Sheila Healy Berube, CFA*
Sr. Investment Strategist, Alliance Bernstein
John C. Beuerlein
Executive Vice President and Senior Investment Advisor, Pohlad Companies
President, Walrus Partners, LLC
Paul Dwyer, CFA
Director of Research & Portfolio Manager, Punch Investments
Ryan Flanagan, MBA
Director of Investments, 3M
Adjunct Professor of Finance, Opus College of Business at the University of St. Thomas
JJ Kirby, CFA, CAIA, Chair*
Senior Director of Investment Research, Envoi, LLC.
Retired Chief Investment Strategist, The Leuthold Group
*Denotes CCF Board Member
CCF Investment Team Members
Michael A. Ricci, CFP®, CAP®
Director – Professional Outreach & Investments
Catholic Community Foundation of Minnesota
With 20+ years of experience in portfolio management, Mike Ricci collaborates with the Foundation’s Investment Committee to execute and maintain the long-term investment strategy needed to manage assets in perpetuity. He also cultivates awareness of CCF and its work with wealth managers, accountants, bankers, and attorneys.
Prior to joining CCF, Mike was the principal and partner of a half billion dollar wealth management firm in Minneapolis, where he served more than 180 clients.
Scott M. Freeman
Senior Vice President and Principal
LCG Associates, Inc.
LCG Associates, Inc. has served as the Catholic Community Foundation’s investment consultant since 2007. The Atlanta-based firm is an employee-based company that manages $70+ billion in assets for more than 90 clients across sectors including foundations, higher education, healthcare and more.
Scott M. Freeman is Senior Vice President and Principal, LCG Associates, Inc. and serves as the Foundation’s primary liaison.
As LCG’s Dallas Practice Leader, Freeman is a member of the firm’s Board of Directors and the senior-level Investment Committee that conducts capital market research and reviews strategy for all clients. Scott has over 28 years of finance and investment experience, the past 23 with LCG Associates. Scott earned his business degree from the University of Notre Dame.