At the Orange County Community Foundation, we employ a disciplined, transparent process for investing charitable assets that reflects a best-practices approach.
Our process is guided by a team of dedicated professionals who volunteer as members of our Investment Committee. The committee implements a strategy set by the Board of Governors with the guidance of Cambridge Associates investment advisors. The committee ensures that OCCF maintains a diversified portfolio of assets designed to maximize returns while minimizing risk. The Board approves asset allocation and reviews quarterly performance.
Paul C. Westhead, Chair
Managing Director, Rimrock Capital Management, LLC
Michael Berchtold
CEO, Berchtold Capital Partners
Vicki Booth
President, Ueberroth Family Foundation
Wendy Cupps
Co-Founder and Trustee, Golden Eagle Foundation
Richard Gadbois
Argyle Street Management Limited
Paul Heeschen
Managing Partner, Heeschen & Associates
Jason Howard
Managing Director, Investments, GCM Grosvenor
Kristen Monson
Trustee, UCI Foundation
Greg Palmer
Managing Partner, GPalmer & Associates
Bill Cvengros
Chief Executive Officer, SJC Capital
Total assets: $514 million
Grants & scholarships awarded in 2021: $98 million
Contributions received in 2021: $106 million