Investment Fund

Investment Fund

Our Mission

Following the guidance of Jesus Christ, the Investment Fund Committee supports the mission, core values and vision of The Episcopal Diocese of Northern California and its congregations. The Investment Fund Committee helps provide continuity and growth for congregations in the Diocese by stewarding the funds of the Diocese entrusted to its care, serving as a custodian, prudently investing the funds for income and growth and providing loans to congregations and other diocesan entities to support their missions in the service of God. 

Investment Fund Committee Members  

Bishop of The Episcopal Diocese of Northern California

Learn more about the bishop here. 

Member and Chair
sharon.morrison@trunorthwp.com
Occupation: Wealth Advisor  

Past and Present Church Service:  

  • Faith Episcopal Church, Cameron Park—Vestry member, Drama Team Director, Small Group Leader, Search Committee, Diocesan Convention Delegate, Education for Ministry (EfM) Mentor. 

Investment and Other Backgrounds:  

  • 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

Member and Vice-Chair
tinatreis1@gmail.com 
Occupation: Certified Public Accountant, Inactive 

Past and Present Church Service:  

  • St. John’s, Roseville: Senior Warden, Vestry, Chair of Finance Committee, Treasurer
  • Investment Fund Committee member since 2012 

Investment and Other Background:  

  • California State University Sacramento, BS Accounting 
  • Certified Public Accountant, Inactive
  • Retired Partner, Crowe LLP, a national public accounting firm 
  • University Foundation Sacramento State, board chair
  • CSUS Sacramento Alumni Association: past president, life member, director

Member and Secretary
pjuve@aol.com
Occupation: Retired Business Professional

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 experience in accounting, finance 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.

Member
evmcclatchy@gmail.com
Occupation: Nonprofit Executive, retired  

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

Member
Bdh1080@comcast.net

Occupation: Retired Retail Executive

Past and Present Church Service:   

  • St. Paul’s Episcopal Church, Benicia:
    Vestry, Sr. Warden, Stewardship Chair, Lay Preacher, LEM
  • Diocese of Northern California:
    Board of Trustees, Co-Chair Budget & Finance Committee
  • Other Background:
    Chief Operating Officer, public and private retail organizations Willamette University, Economics & Political Science

Member

Education:
BA, English, UC Santa Barbara
MBA, CSU Sacramento

Relevant Work Experience:

Risk and Employee Benefits Manager, Teichert Construction – Responsibility for 401k plan and ESOP plan for ~ 600 admin (non-union) staff, and for funding of self-insured workers’ compensation and public liability claims

Union Pension and Benefits Trustee, Cement Masons Union of Northern California – oversight of union pension plan and self-insured health and welfare plans

Executive Director (Contract) of three government self-insurance pools, California Affiliated Risk Management Authorities (CARMA), Municipal Pooling Authority (MPA), and California Housing Workers’ Compensation Authority (CHWCA) – responsibility for funding of self-insured claim liabilities with various lengths of payout, in conjunction with actuarial consultation

Relevant Teaching Experience:

Instructor, CSU Sacramento College of Business – teach undergraduate Finance class including personal risk management topic of retirement funding”

Click here to download an Investment Fund Committee Member Application.

Submit your completed application to Kati Braak (kati@norcalepiscopal.org)

Mail:
Episcopal Diocese of Northern California
c/o Kati Braak
350 University Avenue, Suite 280
Sacramento, CA 95825

Fax: 916-442-6927