The Investment Committee is a volunteer group of financial experts who oversees the selection and performance of Greater Milwaukee Foundation investment managers. In addition to establishing and ensuring compliance with investment policies, the committee also reviews and recommends changes to the Foundation’s spending policy, when appropriate. 

Committee members

David J. Kundert, Chair*

Retired Chairman 
JPMorgan Fleming Asset Management 

Wendy Reed Bosworth*

Retired Partner
Foley & Lardner LLP 

David Ells

Managing Director-Structured Alternatives
Northwestern Mutual Capital

Dale Kent*

Executive Vice President and CFO
West Bend Mutual Insurance Company

David Lubar*

Lubar & Co.

Gregory S. Marcus*

President and Chief Executive Officer
The Marcus Corporation

James C. Rowe

Rowe & Company, LLC

Marlyn J. Spear

Retired Chief Investment Officer
Building Trades United Pension Trust Fund 

Gregory M. Wesley*

Senior Vice President
Strategic Alliances and Business Development
*Current Foundation Board members



Mike Miller

Managing Director
Colonial Consulting 

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2016 Annual Report




For an overview of last year’s financial performance, read our 2016 annual report.