The Catholic Foundation is dedicated to the highest levels of transparency and professionalism. Working with investment advisors at Merrill Lynch, we are committed to prudent investment strategies that will maximize the impact of your fund, while always following socially responsible Catholic investment policies.


Scott G. Bennett, CFP
Sr. Vice President, Wealth Management
Peninsula Private Wealth of Raymond James

Jim Chapman, CPFA, AIF

Lovasco

Gregory DeMars
Retired Partner, Honigman, Miller,
Schwartz and Cohn LLP


Michael J. Madison
CFA Portfolio Manager, DeRoy & Devereaux
Private Investment Counsel, Inc

Angela Moloney
President and CEO,
Catholic Foundation of Michigan

Andrea Safranksi
Director of Finance and Administration
Catholic Foundation of Michigan

Andrew Shmina
President
AZ Shmina

Michael Tindall
Private Wealth Manager
Hilltop Investment Council

Mike Vlasic
Family Office & Investment Executive,
NBT Investments


Professional Advisor Group   |  Our Investment Team  | Investment Committee