The Board of Investments is a committee of five members tasked with overseeing First Parish’s endowment funds. They are responsible for coordinating investment strategies with the managing financial firms, reporting each quarter on the health of the portfolio, and recommending withdrawals to be used for supporting the annual operating budget. The investment committee also tracks donations and their associated withdrawals.
2023-2024 BOI l-r Leslie Small – Reviewer, Nancy Kaelin – Chair, Barry Jefferson – Financial Officer, Dave Kaffine – Treasurer, Warren Flewellen
