It has never been more important for charitable and spiritual-based organizations to have competent leaders having oversight of Pension Funds. In that regard, I am pleased to offer insights so that the Episcopal Church can make an informed selection at the General Convention.
Yvonne O’Neal served as Trustee of The American College of Financial Services for several years while she was a leading financial advisor for TIAA-CREF. The American College was started in 1927 as a branch of The Wharton School; the institution has been independent for five decades and has graduated over 150,000 professionals in the pension, retirement, insurance and cash asset management sectors. As the nation’s largest financial college with the highest level of accreditation, it was an honor to benefit from the wisdom and market knowledge that Yvonne brought to our non-profit.
Yvonne is most qualified to serve the outstanding mission of the Church and the Pension Fund in particular because of the vulnerability of that corpus during any major or prolonged series of events that could disrupt the stability that so many seek in their retirement years. A highly disciplined, ethical and well educated planner, we entrusted her with the financial and educational oversight for an entire university; she served on three committees of our Board of Trustees with distinction. This is as prepared and thoroughly delightful professional that I could imagine to support your mission.
On a personal note, I must tell you that Yvonne lives the tenets of the Episcopal Church daily. She is an advocate for women at risk both here and abroad. She is passionate about the integrity of the family and service to others. She sings joys of appreciation and inspiration to each project she undertakes. Her positively and inclusion of others, countered by her financial acumen, will serve you superbly well.