2012 Roster
Charles H. (Charlie) Chapman, Trustee
Occupation: Retired business consultant
Past and present church service:
• St Patrick’s Kenwood: vestry, treasurer and investment committee
• Episcopal Senior Communities: director and member of finance, audit and investment committees
• Diocese of Northern California Diocesan Council: budget committee and chair of audit committee
• Diocese of Northern California Endowment & Memorial Trust: Trustee since 2010
Investment and other background:
• BS Accounting, Miami University, Oxford, Ohio
• Certified Public Accountant
• Catholic Healthcare West: director; chair of investment (assets $3.5 billion), finance and information technology committees; member audit committee
Michael W. Chapman, M.D., Trustee
Occupation: Orthopaedic Surgeon, retired.
Past and present church service:
• St. Clement’s, Rancho Cordova: vestry, choir, rector search committee.
• Episcopal Foundation of Northern California: Director, 2002-2006, Chair finance committee, 2004-2005.
• Endowment & Memorial Trust: Trustee since 2005.
Investment and other background:
• UC Davis, BA 1958, UC San Francisco, MD, 1962.
• UC Davis School of Medicine: Chair, Department of Orthopaedic Surgery, 1979-1999.
• UC Davis Foundation Trustee, 2001-2007 and 2010 - present: Chair 2005-2007, member of Finance and Investment committee 2003-2005 , $180 million in assets.
• Long term investor in residential and commercial real estate and portfolio of securities.
Steve Huffman, Trustee and Chair
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 Endowment & Memorial Trust: trustee 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, Trustee and Vice Chair
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 Endowment & Memorial Trust: trustee 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
Cynthia S. Meyers, Trustee and Secretary
Occupation: Financial planner
Past and present church service:
• All Saints Church, Sacramento: senior warden, vestry, finance committee chair, choir, stewardship committee, education committee, reader
• Diocese of Northern California Endowment & Memorial Trust: trustee since 2012
Investment and other background:
• Golden Gate University: Master of Business Administration
• Registered Principal Securities license
• Certified Financial Planner
• Cynthia S. Meyers, CFP, a financial planning firm: owner, financial planner for individuals, endowment funds and foundations with religious affiliations
Robert E. Mohler, Trustee
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 Endowment & Memorial Trust: trustee since 1994
Investment and other background:
• California State University Sacramento: BS economics
• Financial Network Investment Corporation: registered representative, principal and advisory affiliate
• International Association of Financial Planners: president of Sacramento Chapter
Guy R. Scott, Trustee
Occupation: Retired investment manager
Past and present church service:
• St. Patrick’s Kenwood: member finance committee
• Diocese of Northern California Endowment & Memorial Trust trustee since 2012
Investment and other background:
• University of Wisconsin: Master of Business Administration
• Chartered Financial Analyst
• EGM Capital, LLC., a medium sized hedge fund in San Francisco: director, chief investment officer
• State Street Global Advisors: principal responsible for developing and managing small and mid-capitalization portfolios
• The Boston Company: investment policy committee, manager of mutual funds and institutional assets
• Frontier Capital Management Company: founder and managing director
• Putnam Advisory Company: senior portfolio manager, investment policy committee
Overall managed $1 billion in assets
Tina M. Treis, Trustee
Occupation: Certified Public Accountant
Past and present church service:
• St. John’s Roseville: senior warden, vestry, chair of finance committee
• Diocese of Northern California Endowment & Memorial Trust: trustee 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: audit committee chair, $33 million in assets
• CSUS Sacramento Alumni Association: president, life member, director