See Our Financial Strategy

Investment Oversight

Investment Oversight: Diligent, Professional Guidance

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.


Investment Committee

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

Our Financial Strength

Total assets: $514 million
Grants & scholarships awarded in 2021: $98 million
Contributions received in 2021: $106 million



Tracy Branson, CPA
Chief Financial Officer
Finance & Administration

(949) 553-4202 ext. 233