About our Investment Committee

To ensure the goals of the Foundation are met, an Investment Committee of senior volunteers, with extensive knowledge in the investment field, provides oversight and monitors investment performance. Reporting to the Board of Directors, the Investment Committee is responsible for:

  • Establishing Investment Policy
  • Establishing Target Asset Mix
  • Monitoring performance
  • Monitoring disbursement rate

 

Burlington Foundation’s Investment Committee 2020-2021 members:

Tim Cestnick, Chair
Foundation board member
Co-Founder & CEO
Our Family Office Inc.

Tim Hogarth
Past Chair, Foundation Board
President & CEO
The Pioneer Group Inc.

Dom Marinic
Director, Investments
The Pioneer Group Inc.

Phil Reddon
Managing Partner
Covington Capital Corp.

Lisa Ritchie
Vice President
Burgundy Asset Management Ltd.

Click to see our Investment Policy Statement

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