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 Members:
Lisa Ritchie
Investment Committee Chair
Vice President Emeritus
Burgundy Asset Management Ltd.
Tim Cestnick
Board Chair
Co-Founder & CEO
Our Family Office Inc.
Dom Marinic
Director, Investments
The Pioneer Group Inc.
Phil Reddon
Managing Partner
Covington Capital Corp.
Mike Villa
Associate Investment Advisor
TD Wealth Private Investment Advice
Click to see our Investment Policy Statement
