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®*, Vice Chair
Sr. Investment Strategist, Alliance Bernstein

John C. Beuerlein
Executive Vice President and Senior Investment Advisor, Pohlad Companies

Scott Billeadeau
President, Walrus Partners, LLC

Paul Dwyer, CFA®*
Director of Research & Portfolio Manager, Punch Investments

Ryan Flanagan, MBA
Director of Investments, 3M

Julie Gerend
Adjunct Professor of Finance, Opus College of Business at the University of St. Thomas

Jim Paulsen, Ph.D.
Retired Chief Investment Strategist, The Leuthold Group

JJ Kirby, CFA®, CAIA, Chair*
Senior Director of Investment Research, Envoi, LLC.

Rachael Scherer, MBA*
Retired Vice President, Medtronic

*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.