Investment & Finance Committee

Chair

Steve Ginder

Steve is happily retired after a 30 year career in the Mortgage Banking business.  He founded and served as CEO & COB of both National Pacific Mortgage and Pacific Republic Mortgage operating 36 offices in eight western states.   His career also included serving as President of Pacific First Mortgage, Western Division President of Old Kent Mortgage and Western Division SVP of GMAC Mortgage.  While in the business, Steve served on FNMA’s Western Region lender advisory board and the California Mortgage Banker’s board.  He also served as chairperson of Cal State Long Beach’s school of business advisory board and is a past board member of the UCSB Foundation.  He and his wife Deborah, along with their two sons Reid and Grant, now manage the Ginder Family Foundation which has donated in excess of $1.5 million to worthwhile charities in California and Utah.  Steve received a BA in economics from UCSB and an MBA in finance from USC.  He is also an avid sailor, skier, fly fisherman and struggling golfer!

 

J. Taylor Crandall

J. Taylor Crandall is a Trustee of the Lucile Packard Foundation for Children’s Health, and currently serves on the Board of Trustees of the Cystic Fibrosis Foundation and the U.S. Ski & Snowboard Team Foundation. He is also the Secretary-Treasurer of the Anne T. and Robert M. Bass Foundation. J is a founding Managing Partner of Oak Hill Capital Partners where he has been affiliated with the firm and its predecessors since 1986. Previously, J served as Chief Operating Officer of Keystone, Inc., playing key roles in nearly all of the major transactions in which Keystone has invested. Prior to joining the firm, J was a Vice President with the First National Bank of Boston. J earned a BA degree from Bowdoin College and an honorary doctorate in humane letters from Bowdoin College in 2010.

 

Dick Grannis

Dick Grannis, Retired Senior Vice President and Treasurer at Qualcomm Incorporated, joined the Community Foundation’s Investment and Finance committee in 2015. He previously served on the Finance Committee of the San Diego Community Foundation, and he currently splits his time between San Diego and Park City. Voted Treasury & Risk.com’s “100 Most Influential People in Finance” in 2007, Dick brings community foundation and finance acumen to our organization.

Jon Monk

Jon Monk works at Merrill Lynch to help individual and corporate clients manage transition events such as retirement with a relationships-based approach encompassing estate planning, lending, and credit issues, investing management and more.

Franklin L. Morton

Franklin serves as a Director and Investment Committee member of the Golden Apple Foundation, which fosters excellence in teaching. Additionally, he is Chairman of the Investment Committee at the Northeast Illinois Council of Boy Scouts of America where he has received a District Award and Council President’s Award. Other board positions include director and shareholder at Credo Capital Management, LLC., trustee at Diocesan Foundation and trustee at Northfield, Illinois Police Pension Plan. Professionally, Franklin worked for more than 15 years as Senior Vice President, Director of Research, Investment Committee member and shareholder at Ariel Investments, LLC. based in Chicago, IL. Prior to that, he worked as Vice President of Research at Alex Brown, Inc. Franklin received a BA in Political Science at Middlebury College and an MBA from Darden School of Business at the University of Virginia.

Mike Ruzek

Mike is First Vice President – Financial Advisor at Morgan Stanley Wealth Management in Park City. Mike completed his Executive Education at The Wharton School to become a Certified Investment Manage Analyst and is also a Certified Financial Planner practitioner. He works with small to mid-size businesses and their owners and select individuals helping his clients create, manage, protect and transfer wealth. Currently, he is Board Chair of The Speedy Foundation and Chair of the Investment Committee. He is also on the Finance Committee for the National Ability Center and an active member of the Park City Rotary Club. Past board of director positions include Park City Friends of Animals, Summit County Open Space Committee, Park Silly Sunday Market, United Way of Salt Lake and Summit County Advisory Board. He graduated from the University of Utah.

Stephen A. Tyler

Steve currently serves on the Advisory Committee of Love, Inc., a local charity in Red Bank, New Jersey, and is an “Afterguard” member of The Corinthians, a sailing association. He joined JP Morgan in 1970 and spent 28 years in various market related positions including fixed income sales and trading, investment portfolio management, and risk management. Upon retiring in 1998, he partnered with other investors and founded Rumson-Fair Haven Bank and Trust Company. He served as President and CEO until 2003 and currently is an active member of the Board of Directors. He joined the Board of Trustees of Community Foundation of New Jersey (CFNJ) in 2003 and served as Chairman of the Board from 2006 to 2009 where he established the Tyler Family Fund, a donor advised account, and was Chair of the newly founded Monmouth County Division. Steve received his BA in 1969 from Cornell University.

Lacey Wismer

Lacey Wismer is a Managing Director with Hunter Trust, a Minnesota family office. She sits on the board of a health care manufacturing company and plays a board observer role at several other companies. Prior to joining Hunter Trust, Lacey consulted for health care start-ups and the Center for Entrepreneurial Studies at the Stanford Graduate School of Business. Before that, she was a health care investment banker at Deutsche Bank. Lacey received a BA from the University of Colorado and an MBA from the Stanford GSB. Lacey resides with her husband and three children in Park City, Utah.

News

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