The Wespath Investment Management Team exhibits considerable breadth of expertise and depth. Our leadership team averages more than 20 years in experience, which brings strength of capability and service to our institutional clients.
Chief Investment Officer
Dave has been with the General Board since 1997 and is responsible for the entire Investments Division, comprised of Investment Management, Institutional Services, and Corporate Relations. Former employers include Shell Oil Company where he managed equity portfolios for Shell’s retirement plans and Investment Research Company (an investment management firm) where he was a portfolio manager and responsible for managing the firm’s investment operations. As CIO, Dave is responsible for executing and administering the General Board’s investment program as directed by its Investment Strategy Statement and Statement of Administrative Investment Policy. Dave received a B.S. degree in Finance from Louisiana State University and his MBA from the University of Houston.
Derek Casteel, CFA
Institutional Investment Services
Derek joined the General Board’s Wespath division in January 2011. As Managing Director of Institutional Investment Services, he leads the team responsible for client retention and growth, with an exclusive focus on United Methodist Church-affiliated organizations. This audience includes general boards and agencies, foundations, annual conferences, colleges and universities (including seminaries), hospitals, healthcare facilities, child and youth service entities, older adult facilities and others. Derek is also involved in raising awareness of the unique aspects of the organization’s investment solution capabilities, most notably Wespath’s proactive incorporation of environmental, social and corporate governance (ESG) factors into the investment process. ESG incorporation is accomplished through investments in market-rate loans benefitting low-to-moderate income families and communities, shareholder advocacy, proxy voting and screening. He most recently served as a senior vice president for Community Capital Management. Prior to that, he was employed as an analyst dedicated to fixed income manager research for the Stratford Advisory Group. Derek received a B.S. degree in Political Science from Florida State University and is a CFA Charterholder.
Mike is the Managing Director of Investment Management in the General Board's Wespath division. He is responsible for managing the day-to-day activities of the Equity, Fixed Income and Positive Social Purpose (PSP) Lending teams. He also provides operational oversight, tactical investment support and risk management, along with input on broad strategic investment initiatives. Prior to this role, Mike served as the Director of the PSP Lending Program. Mike administered the program at the General Board from 2002 through 2005, and returned to the General Board’s Wespath division in January of 2009 after spending three and a half years at the Illinois Housing Development Authority and Fannie Mae. Previously, he was in the commercial banking sector in credit policy, fair lending oversight and Community Reinvestment Act compliance. He received a B.A. degree in Economics and Political Science from Northwestern University and an MPP from The Harris School of Public Policy Studies at the University of Chicago.
Brian Boyer, CFA
Brian joined the General Board’s Wespath division in September 2003. As the Director of Equities in Investment Management, he is responsible for overseeing the strategic direction and staff of the public equities and alternative investments programs, including the asset classes of private equity and private real estate. Previously, he spent 15 years with First Analysis Corporation, a Chicago-based investment firm. At First Analysis, he was a senior vice president with responsibility for developing public equity research coverage and making venture capital investments in various technology sectors including telecommunications products and services. Brian currently serves as council chair at Northbrook United Methodist Church. He received B.A. and B.E. degrees from Dartmouth College and an MBA from The Wharton School at the University of Pennsylvania. He is also a CFA Charterholder.
Brian Coker, CFA
Director, Institutional Investment Services
Brian joined the General Board’s Wespath division in June, 2012. He is primarily responsible for maintaining and growing relationships with institutional investors affiliated with the United Methodist Church. Specifically, he focuses on presenting the organization’s investment management capabilities. Most recently Brian served as a Senior Director at Invesco. Prior to that he was a founding member of Aon Investment Consulting. Brian began his career with Mercer Investment Consulting. He received a B.A. degree in Economics from Centre College and an MBA from the University of Louisville. He is also a CFA Charterholder.
Stephen Kroah, CFA
Director, Fixed Income
Stephen joined the General Board’s Wespath division in January 2011. As the Director of Fixed Income in Investment Management, he is responsible for overseeing the strategic direction and staff of the fixed income investments program. Previously, he spent much of his career as a principal at Lotsoff Capital a Chicago-based investment firm. Stephen also spent four years in the United States Marine Corps. He received a B.S. degree in International Business from Northeastern University and an MBA from the Tepper School of Business at Carnegie Mellon University. He is also a CFA Charterholder.
Director, Positive Social
Purpose Lending Program
Sylvia joined the General Board’s Wespath division in September 2011, and is responsible for providing managerial oversight of all aspects of Wespath’s Positive Social Purpose Lending Program. Previously, she worked at the Illinois Housing Development Authority in positions of increasing responsibility, most recently overseeing the state’s Low Income Housing Tax Credit and Illinois Affordable Housing Tax Credit programs. In addition, she has managed a wide range of complex housing projects and programs including: TCAP, Section 1602, HOME Multifamily Rental Programs, Illinois Affordable Housing Trust Fund, taxable first mortgage financing and tax exempt bond financing. Sylvia received a B.A. degree in Computing and Web Design from DePaul University.
Amy joined the General Board’s Wespath division in March 2013. As Manager of Alternative Investments in Investment Management, she is responsible for monitoring and expanding alternative investments and supporting the administration of the alternative investment program. Previously, she was an Investment Analyst at the Illinois Municipal Retirement Fund where she covered private real estate and other sector portfolios. Prior to that, she worked as an analyst in the CMBS market at LaSalle National Bank and GMAC Commercial Mortgage. Amy received a B.S. degree in Economics from Northern Illinois University and an MBA from DePaul University.
Manager, Socially Responsible Investing
Anita Green joined the General Board’s Wespath division in December 2008 as the Manager of Socially Responsible Investing. She is responsible for strategic development and implementation of the General Board’s corporate engagement program. In this role she regularly communicates with corporate management about policies and practices related to environment, social and governance issues. Previously, Anita worked for 16 years at a retail mutual fund company, where she was the Vice President of Social Research. In this capacity she managed the social research, proxy voting and shareholder advocacy programs. Anita received the "SRI Service Award" in 2004 and the "Making a Difference" award in 2000, and has been awarded the United Methodist Women "Recognition Pin" from her local unit. From 1999-2005, she served on the board of directors of the US SIF: the Forum for Sustainable and Responsible Investment. Anita received a B.A. degree in Communications from Truman State University, an MA in Organizational Management from the University of Phoenix, and has completed the Responsible Investment Academy "Enhanced Financial Analysis" course and the "Climate Change: Risks and Opportunities for the Finance Sector" course offered by the UNEP Finance Initiative.
Mark joined the General Board’s Wespath division in March 2010. As Manager of Equities in Investment Management, he is responsible for executing and administering the equities investment program. Previously, he worked in various investment management and analyst roles including associate portfolio manager on the active growth equities team at Northern Trust, and financial services analyst at Accenture. Mark received a B.S. degree in Finance from the University of Illinois at Urbana-Champaign and an MBA from the Booth School of Business at the University of Chicago.
Manager, Fixed Income
Frank joined the General Board’s Wespath division in March 2012. As Manager of Fixed Income in Investment Management, he is responsible for executing and administering the fixed income investment program. Previously, he was managing director at Barrington Strategic Wealth Management Group, where he contributed his fixed income background to risk control and return enhancement strategies. Prior to that, he worked for 14 years as a fixed income portfolio manager and trader at Chicago Asset Management Company. Frank received a B.A. degree in Economics from Lake Forest College.
Manager, Institutional Relationships
Karen joined the General Board’s Wespath division in April, 2013. As a member of the Institutional Investment Services team, she is actively involved in the daily management of relationships with institutional clients. She most recently served as Associate Investment Program Manager for Northern Trust Global Advisors, where she was responsible for developing, implementing, monitoring and evaluating custom investment programs for institutional and ultra-high net worth clients. Prior to that, she was a Senior Investment Performance Analyst within Northern Trust’s Investment Risk and Analytical Services department. Karen earned a B.S. degree in Psychology from the University of Illinois at Urbana-Champaign.
Natalie joined the General Board’s Wespath division in April, 2014. She is primarily responsible for the development and updating of communication materials designed to inform existing and prospective institutional clients. Previously, she served as a Marketing Analyst at Fund Evaluation Group, LLC. Prior to that, she was the Program Director at Nuveen Investments within the Wealth Management Services department. Natalie began her career at Wellington Management Company, LLP, as a Client Service Analyst within the Global Consultant Relations team. Natalie earned B.A. degrees in Political Science and International Studies from the University of Wisconsin-Madison.
Senior Investment Analyst, Equities
James joined the General Board’s Wespath division in November 2008. He is responsible for supporting the oversight and administration of Wespath fund assets allocated to public equities, private equity, and private real estate. Previously, he worked as an analyst in the Global Corporate and Investment Banking division at Bank of America Corporation. James received a BSBA degree in Finance from the Kenan-Flagler Business School at the University of North Carolina at Chapel Hill.
Senior Research Analyst, Corporate Relations
David joined the Corporate Relations department of the General Board’s Wespath division in 2005. Previously, he was a senior writer in the General Board’s Communications department. As Senior Research Analyst, he shares responsibility for incorporating environmental, social and corporate governance (ESG) factors into the investment process by voting proxies received from the public companies in which the Wespath funds are invested. He also monitors the purchases of securities (within the Wespath funds) by external investment managers to ensure compliance with current screening guidelines. Additionally, David plays a key role in the drafting of external communications designed to inform investors of the ways in which the values of the denomination are reflected in the management of the Wespath funds. He is currently serving his first term as chairman of the board of directors for the Interfaith Center on Corporate Responsibility (ICCR), is a member of the board of directors of the United Methodist Foundation of the Northern Illinois Conference, and is the lay leader of the Irving Park United Methodist Church in Chicago. David received a B.A. degree in Political Science from Western Illinois University, an M.A. degree in Public Policy and Administration from the University of Wisconsin-Madison, and an M.A. degree in Religious Studies from the Chicago Theological Seminary.
Senior Client Service Analyst
Krystal joined the General Board’s Wespath division in April 2014. As Senior Client Service Analyst, she is responsible for delivering operational support to institutional clients, and for enhancing internal processes and systems designed to support client demands. Prior to this role, Krystal served as a Plan Sponsor Manager within the General Board’s Customer Service division, where she was responsible for providing operational support to a variety of clients, including United Methodist annual conferences and general agencies. She is currently pursuing a B.A. degree in Leadership Studies at DePaul University.
Research Analyst, Corporate Relations
Barbara joined the Corporate Relations department of the General Board’s Wespath division in 2009. She shares responsibility for incorporating environmental, social, and corporate governance (ESG) factors into the investment process by voting proxies received from the public companies in which the Wespath funds are invested. She also monitors the purchases of securities (within the Wespath funds) by external investment managers to ensure compliance with current screening guidelines. Barbara serves as a part-time chaplain at NorthShore University Health System and is a volunteer host of a monthly worship service at the Stateville Correctional Center, a maximum security state prison for men. Barbara received a B.A. degree in Psychology from the University of Kansas, and a M.Div. and Master in Theological Studies (M.T.S.) from Garrett-Evangelical Theological Seminary.
Analyst, Positive Social Purpose
Trent joined the General Board’s Wespath division in October 2012. As analyst of the Positive Social Purpose Lending Program, he is responsible for the day-to-day reporting and analysis of several internally-managed portfolios of market-rate community development loans, one of which is a component of Wespath’s Fixed Income Fund. Previously, he was an analyst at Neighborhood Housing Services of Chicago (NHS), where he managed investor relations and portfolio reporting. Prior to NHS, Trent worked as a commercial real estate portfolio manager for Zions Bank. Trent received a B.B.A. degree in Finance from Idaho State University.
If you are a representative of an investment management firm seeking to provide Wespath with information about an investment strategy offering that you would like us to consider including in one or more of our investment funds, please send an e-mail to: InvestmentMail@gbophb.org.