| Name | Title | Contact Details |
|---|---|---|
Samantha Larew |
Co-Director of Compliance | Profile |
Sarah Turner |
General Counsel and Corporate Secretary | Profile |
Jess Kushner |
Chief Compliance Officer | Profile |
Haverford Trust Company is one of the leading companies in the Financial Services sector.
The Fund sponsors the Retirement Plan, which is a defined contribution, money purchase, church pension plan that elected into certain provisions of the Employee Retirement Income Security Act of 1974, as amended (“ERISA”). The Fund also sponsors the Tax-Deferred Savings Plan, which is a church retirement income account plan as defined in Section 403(b)(9) of the Internal Revenue Code. The mission of the YMCA Retirement Fund is to empower YMCA employees to achieve economic security, resulting in loyalty to the YMCA Movement. The YMCA Retirement Fund strives to be a results-driven, high quality provider of financial services and education to its three constituent groups: Participants, Retirees and YMCAs as employers. We support the YMCA values and act on behalf of our constituents by being trustworthy and skilled fiduciaries, disciplined long-term investors and timely, transparent and effective communicators.
State Street, a world leader in financial services, provides a full range of products and services for large pools of investment assets. Our clients include mutual fund companies and other investment managers, corporations, public pension funds, unions, non-profit organizations, and families and individuals. They look to State Street for custody and management of their assets; accounting, daily pricing, and administration of their funds; the information and analytical tools that help them make investment decisions; and the foreign exchange, cash management, credit, and electronic trading services that help them negotiate complex, global financial markets efficiently and effectively.
Commonfund was founded in 1971 as an independent nonprofit asset management firm with a grant from the Ford Foundation. Commonfund today manages customized investment programs for endowments, foundations and public pension funds. Among the pioneers in applying the endowment model of investing to institutional investors, we provide extensive investment flexibility using independent investment sub-advisers for discretionary outsourcing engagements, single strategies and multi-asset solutions. Investment programs incorporate active and passive strategies in equities and fixed income, hedge funds, commodities and private capital. All securities are distributed through Commonfund Securities, Inc., a member of FINRA.
Natixis Investment Managers serves financial professionals with more insightful ways to construct portfolios. Powered by the expertise of more than 20 specialized investment managers globally, we apply Active Thinking℠ to deliver proactive solutions that help clients pursue better outcomes in all markets. Natixis ranks among the worlds largest asset management firms1 (USD 999.5 billion AUM2).