Investment

Investment of Funds

All funds established at the Community Foundation of the Eastern Shore are managed as provided by the Investment Policy Statement approved by the Board of Directors.  The Investment Committee oversees the process and selects and monitors investment managers through its consultant, Mason Investment Advisory Services, LLC.  We provide a Quarterly Investment Report to all fundholders with their statement.


Members of our Investment Committee:

W. Thomas Hershey, Chair Community Leader
Michael Truitt, CFP, CRPC Merrill Lynch Wealth Management
James Bergey, Jr., CPA Bergey & Company, PA
Thomas Coates Coates, Coates & Coates, PA
Arthur Cooley Community Leader
Mark Engberg, CFP CFS Comprehensive Financial Solutions
Andy Kim, CPA Kim & Associates, PA
Martin Neat First Shore Federal Savings & Loan
Joseph Ollinger Community Leader
John Stern, CPA PKS & Company, PA
Louis Taylor Worcester County Public Schools
Gregory Tawes BB&T Bank
Diane Turner, CPA First Shore Federal Savings & Loan

If you have any questions please contact David Plotts, Controller, at 410-742-9911 or e-mail dplotts@cfes.org.