Sally Staley

Sally Staley Email and Phone Number

Higher Education Board Leadership; Mutual Fund Director; Investment and Governance Advisory Services for Institutional Asset Owners @ Touchstone Investments
Sally Staley's Location
Rocky River, Ohio, United States, United States
Sally Staley's Contact Details
About Sally Staley

Institutional investment management executive and thought leader with portfolio, personnel and fiduciary leadership experience as chief investment officer, investment committee chair, investment committee member, board member, and retirement plan committee chair. Hands-on investment decision-maker for endowments, foundations and DB and DC retirement fund portfolios. Additional experience and deep interest in governance, financial models and public policy for the higher education industry. Chair of higher education board of trustees.Work, board and volunteer experience spans public companies, government agency, colleges and universities; foundations; performing arts organizations.Specialties include: investment program reviews; building high-functioning investment committees and repairing dysfunctional committees; investment organization governance (structure, oversight, staffing, incentives); in-house versus outsourced investment office models; blending active and passive (indexed) funds; multi-asset portfolios incorporating alternative investments (hedge funds, private equity, private real estate); defining investment objectives to align enterprise risk tolerance with desired investment outcome; portfolio construction; asset allocation; manager oversight.

Sally Staley's Current Company Details
Touchstone Investments

Touchstone Investments

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Higher Education Board Leadership; Mutual Fund Director; Investment and Governance Advisory Services for Institutional Asset Owners
Sally Staley Work Experience Details
  • Touchstone Investments
    Independent Mutual Fund Trustee
    Touchstone Investments Jan 2023 - Present
    Cincinnati, Oh, Us
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  • The College Of Wooster
    Chair Of The Board Of Trustees
    The College Of Wooster Jun 2021 - Present
    Wooster, Oh, Us
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  • Sally J Staley, Proprietor
    Investment Governance Consultant; Investment Committee Chair; Board Member; Private Investor
    Sally J Staley, Proprietor Mar 2017 - Present
    Focus on evolving trends in institutional investment management with special interest in often-overlooked portfolio inputs that may exert significant impacts on results and alpha generation; namely, governance structures, enterprise risk appetite; investment policy; portfolio construction; benchmarking; incentives; behavioral finance.
  • Case Western Reserve University
    Chief Investment Officer
    Case Western Reserve University Jan 2002 - Feb 2017
    Cleveland, Oh, Us
    Oversaw in-house professional investment staff of six managing $1.7 billion of endowment and trust assets, $150 million of DB pension assets and $1.5 billion in DC retirement plans. Endowment is multi-asset class portfolio, actively allocated and diversified globally with traditional and alternative funds/managers alongside indexed and structured products.Senior staffer for Board of Trustees' Investment Committee with additional responsibilities to Finance and Audit Committees.Co-Chair of Retirement Funds Oversight Committee with fiduciary oversight of three DB and DC plans with $1.5 billion AUM covering 11,000 participants.
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  • Pricewaterhousecoopers
    Senior Consultant
    Pricewaterhousecoopers 1999 - 2001
    Gb
    Industry expert on strategic change for international investment management/capital markets client base. Typical projects assessed regulatory and organizational performance improvement initiatives.
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  • State Of Wisconsin Investment Board
    Investment Director
    State Of Wisconsin Investment Board 1989 - 1995
    Madison, Wi, Us
    Senior staff member for then $35-bln public pension fund. Participated in plan-level decisions on asset allocation, strategy, risk, performance and manager selection. Established $1.5-bln international bond portfolio combining internal and external managers; directly managed $650-mln internal portfolio.
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  • Merrill Lynch
    Institutional Fixed Income Sales
    Merrill Lynch 1986 - 1989
    New York, Ny, Us
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  • Salomon Brothers
    International Capital Markets Research
    Salomon Brothers 1981 - 1985

Sally Staley Skills

Investment Management Asset Management Investment Advisory Investment Governance Capital Markets Alternative Investment Strategies Active And Passive Indexed Investing Investments Endowments Investment Committee Leadership Setting Investment Objectives Higher Education Industry Financial Management Investment Strategies Asset Allocation Portfolio Management Risk Management Performance Benchmarking Alternative Investments Private Equity Venture Capital Hedge Funds Equities Fixed Income Due Diligence Investment Organization Governance

Sally Staley Education Details

  • Columbia | Sipa
    Columbia | Sipa
    International Banking And Finance
  • The College Of Wooster
    The College Of Wooster
    Latin American Studies

Frequently Asked Questions about Sally Staley

What company does Sally Staley work for?

Sally Staley works for Touchstone Investments

What is Sally Staley's role at the current company?

Sally Staley's current role is Higher Education Board Leadership; Mutual Fund Director; Investment and Governance Advisory Services for Institutional Asset Owners.

What is Sally Staley's email address?

Sally Staley's email address is sa****@****ase.edu

What is Sally Staley's direct phone number?

Sally Staley's direct phone number is +121636*****

What schools did Sally Staley attend?

Sally Staley attended Columbia | Sipa, The College Of Wooster.

What skills is Sally Staley known for?

Sally Staley has skills like Investment Management, Asset Management, Investment Advisory, Investment Governance, Capital Markets, Alternative Investment Strategies, Active And Passive Indexed Investing, Investments, Endowments, Investment Committee Leadership, Setting Investment Objectives, Higher Education Industry Financial Management.

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