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.

John C. Beuerlein*
Chairman & Chief Investment Officer, Marquette Asset Management

Gerald D. Brennan
Director, Baird Private Wealth Management

Julie Gerend, Chair*
Sales Director, Wells Capital Management

J.J. Kirby
Director of Research, Envoi LLC

George C. Lang*
Retired President, Overlook Realty Investment Advisors

Thomas J. Mertens, ex officio*
CFO, Archdiocese of Saint Paul and Minneapolis

Marie C. Pillai*
Vice President and Chief Investment Officer, General Mills

Michael Sullivan, Ph.D.*
Retired Associate Professor, Opus College of Business, University of St. Thomas

Michael Traeger
President, Solution Enterprises

Jane Wyatt*
Vice President and Portfolio Manager, Advantus Capital

*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.

Catholic Community Foundation of Minnesota

Phone: 651–389–0300

Email: info@ccf-mn.org