The Investment Committee is a volunteer group of financial experts who oversees the selection and performance of Greater Milwaukee Foundation investment managers. In addition to establishing and ensuring compliance with investment policies, the committee also reviews and recommends changes to the Foundation’s spending policy, when appropriate. 

Committee members


David J. Kundert, Chair*

Retired Chairman 
JPMorgan Fleming Asset Management 
 

Mary Beth Berkes*

President
Shorewood Group LLC
 

Wendy Reed Bosworth*

Retired Partner
Foley & Lardner LLP 
 

David Ells

Managing Director-Structured Alternatives
Northwestern Mutual Capital
 

Dale Kent*

Executive Vice President and CFO
West Bend Mutual Insurance Company
 

David Lubar*

President
Lubar & Co.
 

Gregory S. Marcus*

President and Chief Executive Officer
The Marcus Corporation
 

James C. Rowe

President
Rowe & Company, LLC
 

Marlyn J. Spear

Retired Chief Investment Officer
Building Trades United Pension Trust Fund 
 

Gregory M. Wesley*

Senior Vice President
Strategic Alliances and Business Development
 
*Current Foundation Board members

 

Consultant 


Mike Miller

Managing Director
Colonial Consulting 

Learn More

larson-tim.jpgContact a member of our philanthropic services team to learn more about starting a fund

2016 Annual Report

AR_2016_Final_Web-1.jpg

 

 

For an overview of last year’s financial performance, read our 2016 annual report.