Investment Fund Committee

2019 Roster


The Rt. Rev. Megan Traquair

Bishop of The Episcopal Diocese of Northern California

Learn more about the bishop here.

Sharon Morrison
Member and Chair

Occupation: Wealth Advisor
Past and Present Church Service:
 • Faith Episcopal Cameron Park---Vestry member, Drama Team Director, Small Group Leader, Search Committee, Diocesan Convention Delegate, Education for Ministry (EfM) Mentor.
Investment and Other background:
 • Wealth Partner, TruNorth Wealth Partners, LLC, advising foundations, endowments, multi-generational families and high net worth individuals
 • Seattle Pacific University, Speech Communications
 • Certified Financial Planner
 • Accredited Investment Fiduciary
 • Theology Certificate, University of the South at Sewanee
 • Former trust officer and operations manager of regional bank

Tina M. Treis
 Member
 and Vice Chair

Occupation: Certified Public Accountant
Past and Present Church Service:
 • St. John’s Roseville: senior warden, vestry, member of finance committee
 • Investment Fund Committee member since 2012
Investment and Other Background:
 • California State University Sacramento, BS Accounting
 • Certified Public Accountant
 • Partner, Crowe Horwath LLP, a national public accounting firm
 • Sacramento State Foundation: member of Executive Committee
 • CSUS Sacramento Alumni Association: past president, life member, director

Robert E. Mohler 
Member and Secretary

Occupation: Financial and estate planner
Past and Present Church Service: 
 • St. Michael’s Carmichael: building fund campaign
 • St. Michaels Episcopal Day School: president, trustee
 • Episcopal Foundation of Northern California: director
 • Diocese of Northern California Investment Fund Committee: member since 1994
Investment and Other Background: 
 • California State University Sacramento: BS economics
 • Cetera Advisor Networks, LLC: registered representative, principal and advisory affiliate
 • International Association of Financial Planners: president of Sacramento Chapter

Jim Dodds
 Member

Occupation: Retired attorney
Past and Present Church Service:
 • St. James Church Newport Beach: senior warden, reader, vestry, Sunday school teacher
 • Trinity Church, Nevada City: endowment committee, finance committee, reader and chalice bearer
 • St. Michael's, Carmichael: vestry, finance Committee, chair of Friends of St. Michael's Endowment Fund, reader
Investment and Other Background:
 • Stanford BA Russian
 • USC Law School LLB
 • Member California Bar for 50 years
 • President Nevada County Land Trust
 • President Nevada City Theater Commission
 • Past Master, Nevada City Masonic Lodge
 • President Sacramento Wheelmen

Steve Huffman 
Member

Occupation: Retired business executive
 Past and Present Church Service:
 
 • All Saints' Church, Sacramento: senior warden, junior warden, Sunday school chair and teacher, stewardship chair
 • Church Divinity School of the Pacific: chair of the board of trustees, chair of audit committee
 • Diocese of Northern California Investment Fund Committee: member since 2006
Investment and Other Background: 
 • Claremont Graduate University: Master’s Degree, Economics
 • Blue Diamond Growers: chair, investment committee for pension plan, assets of $44 million
 • Church Divinity School of the Pacific: member, investment committee for endowment, assets of $15 million

Elizabeth McClatchy
Member

Occupation: Nonprofit Executive
Past and Present Church Service:
 • Trinity Cathedral, Sacramento: vestry, treasurer
 • Diocese of Northern California: Board of Directors, Standing Committee, Diocesan Council
 • Diocese of Northern California Investment Fund Committee: member since 2008
Investment and Other Background:
 • California State University Sacramento: BA mathematics
 • President & CEO of Safety Center Incorporated
 • Former bank director & chair loan committee, vice president of bank trust department

Kevin Scott
Member

Occupation: Financial Advisor and Management Consultant
Past and Present Church Service:
 • All Saints Church, Sacramento: finance committee
 • St John’s Cathedral, Los Angeles: member
 • All Saints Church, Pasadena: member
 • Grace Cathedral, San Francisco: member
 • Church of the Advent, Boston: member
Investment and Other Background:
 • Goldman Sachs, Vice President
 • Public Resources Advisory Group, Managing Director
 • California Commission on State Finance, Executive Director
 • Norne, Inc., management consulting and financial advisory, President
 • Claremont McKenna College: B.A. Economics and Latin American Studies
 • Harvard Business School: Master in Business Administration
 • Harvard Kennedy School of Government: Master in Public Policy

Peter Juvé
Member

Occupation: Retired
Past and Present Church Service: 
 • St. Mary’s, Napa: Sunday school teacher, Foundation committee, vestry, finance committee, Profile Committee.  
 • Episcopal Foundation of Northern California: Director and Chair of Board
Investment and Other Background: 
 • The University of Texas, Austin BBA Accounting
 • Golden Gate University, MS Taxation
 • Chevron Corporation 34 years in accounting, finance, comptroller and operations
 • Advisory Board member of non-profit providing services and work training programs to those dealing with homelessness, food insecurity, addiction and emergency services during times of disaster.

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