Bert Feuss

Bert Feuss Email and Phone Number

I help foundations find the right mission-aligned investment consultant or OCIO @ Community Capital Advisors
san francisco, california, united states
Bert Feuss's Location
San Francisco, California, United States, United States
Bert Feuss's Contact Details
About Bert Feuss

As a Senior Advisor with Community Capital Advisors, I am an investment professional with over two decades of experience helping foundations, endowments and nonprofits align their investments with their mission and values. I help boards and leaders learn, develop mission-aligned and equity-focused policies and practices, and find values-aligned investment advisors to execute their priorities and deploy capital for a just and sustainable future. - As the former Senior Vice President of Investments at Silicon Valley Community Foundation (SVCF), stewarded asset growth from $2 to $10 billion for the largest community foundation in the world.- Recognized leader and pioneer in mobilizing impact investments from donor advised funds, championing manager diversity and inclusive investment practices, and developing a top-performing, fully diversified impact investment portfolio. - Expertise in crafting investment and spending policies, conducting investment due diligence, developing integrated capital and ESG strategies, community and place-based investing, investment operations, controls and audit, conducting investment consultant/OCIO RFPs and searches, donor advised fund programs, and administration of complex assets and crypto-currencies.- Prior to leadership team role at SVCF, served as Senior Vice President at Franklin Templeton Investments in a variety of marketing, research, strategic planning and product development roles.- 15+ years of experience working with estate planning, wealth management and tax planning professionals and their high net worth clients to achieve client goals.- 15+ years of board and investment committee experience for tax-exempt entities.- San Francisco Bay Area native with extensive network across estate planning, wealth management, tax planning, family office, institutional investment, philanthropic and community-investing professionals.- Mission-Related Investments Committee member for The California Endowment. Former volunteer advisor to the UC Davis Foundation Finance & Investment Committee. Former board member of Mission Investors Exchange, Entrepreneur’s Foundation, and the Northern California Planned Giving Council. BS in Ag Econ from University of California at Davis, MBA from Golden Gate University.

Bert Feuss's Current Company Details
Community Capital Advisors

Community Capital Advisors

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I help foundations find the right mission-aligned investment consultant or OCIO
san francisco, california, united states
Website:
communitycapitaladvisors.us
Employees:
9
Bert Feuss Work Experience Details
  • Community Capital Advisors
    Senior Advisor
    Community Capital Advisors Jan 2021 - Present
    San Francisco, California, United States
    I specialize in the alignment of investment capital with mission to advance racial equity, inclusive economies, sustainable growth and healthy communities. My clients are mostly foundations, nonprofits and donor advised fund sponsors. I provide board education, investment policy development, peer research, and investment advisor searches. I draw on three decades of leadership experience across development, finance and investments, implementing impact and place-based investment strategies… Show more I specialize in the alignment of investment capital with mission to advance racial equity, inclusive economies, sustainable growth and healthy communities. My clients are mostly foundations, nonprofits and donor advised fund sponsors. I provide board education, investment policy development, peer research, and investment advisor searches. I draw on three decades of leadership experience across development, finance and investments, implementing impact and place-based investment strategies, allocating assets to diverse managers, accepting and managing complex assets, and navigating growth. Show less
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Bert Feuss Skills

Endowments Investments Planned Giving Asset Allocation Philanthropy Nonprofits Strategic Planning Asset Management Impact Investing Foundations Fundraising Grants Public Speaking Investment Policy Non Profits Investment Management Leadership Finance Portfolio Management Management Charities Stewardship Strategy Annual Giving Due Diligence Nonprofit Management Program Related Investing

Frequently Asked Questions about Bert Feuss

What company does Bert Feuss work for?

Bert Feuss works for Community Capital Advisors

What is Bert Feuss's role at the current company?

Bert Feuss's current role is I help foundations find the right mission-aligned investment consultant or OCIO.

What is Bert Feuss's email address?

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What is Bert Feuss's direct phone number?

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What are some of Bert Feuss's interests?

Bert Feuss has interest in Christianity, Cooking, Investing, Economic Empowerment, Electronics, Environment, Education, Gourmet Cooking, Family Values.

What skills is Bert Feuss known for?

Bert Feuss has skills like Endowments, Investments, Planned Giving, Asset Allocation, Philanthropy, Nonprofits, Strategic Planning, Asset Management, Impact Investing, Foundations, Fundraising, Grants.

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