Foundation leaders provide insight and stewardship.
The CSU Foundation is governed by a volunteer Board of Directors responsible for overseeing the management and investment of all charitable gifts to Colorado State University. The Board includes up to 15 voting members and four ex officio members – three from the University and one representative from the CSU System Board of Governors.
The Board operates through five standing committees: Executive, Audit, Governance, Investment, and the Committee on Investor Responsibility. It meets at least four times per year, with additional meetings scheduled as needed to fulfill its fiduciary responsibilities.
Voting Members
Officers

After law school, Michelle was a criminal defense attorney for 10 years with the Office of the Colorado State Public Defender. She was appointed to the Denver Mayor’s Latino Advisory Counsel. In 2009, the Colorado Hispanic Bar Association recognized Michelle with the Outstanding New Hispanic Lawyer award. Michelle was appointed to the bench as a magistrate in 2017, and in March 2020, she was sworn in as Denver County Court judge.

He is responsible for managing one of the largest advisory groups within the firm, focused on advising companies around equity plan strategy as well as serving as a fiduciary investment consultant on qualified plans and non-qualified plans. He manages and advises on retiree medical and health plans (HSA & VEBA trusts) and consults for foundations and endowments.
Jim sits on the firm’s institutional consulting advisory board and has received numerous awards and acknowledgments during his career from various industry-leading publications, including being ranked in the Top 10 Institutional Consultants nationally by Barron’s magazine. Jim earned his undergraduate degree from CSU and earned his MBA from the University of Denver, Daniels College of Business. He is a CRPS and an ARPC and has his Series 7, 31, 63 and 65 and insurance licenses.

Deb was also the CFO for the Denver International Airport during its construction, and before DIA she worked for Coopers & Lybrand in the Denver and Boston offices. Deb is an active board member of the Denver Public Library Foundation and Mental Health Center of Colorado. Deb also serves on the investment committee for the Rotary International Foundation and she is a past investment committee member for the Junior League Foundation.
Directors

Most recently, Jim worked at Moss Adams LLP, where he held several leadership positions, including Executive Committee member, Operations Management Committee member, and Regional Managing Partner overseeing five offices and more than 500 personnel. Prior to joining Moss Adams, he served as Managing Partner of Hein & Associates LLP, where his roles included Executive Committee member, Denver Office Partner in Charge, National Director of Audit and Accounting, and Audit Partner.
Jim began his career at Coopers & Lybrand and has provided expert witness testimony in a variety of financial matters. He is a Certified Public Accountant and holds a Bachelor of Science in Business Administration with a concentration in Accounting from Colorado State University, where he received the Gold Key Award as the university’s top accounting graduate.
He is actively involved in the community, serving on the boards of the Colorado Society of CPAs, the CSU Accounting Advisory Board, and Boys Hope Girls Hope.

With over 20 years of experience in wealth management, Jason leverages his background in actuarial science and applied mathematics to help clients achieve their financial objectives. Jason holds a Bachelor of Science in mathematics from Colorado State University and is a CERTIFIED FINANCIAL PLANNER™ professional and Chartered Retirement Planning Counselor®.
Jason is very active in the community and enjoys giving back. He has spent over 50 seasons coaching youth football (flag and tackle). He believes that athletics teach valuable life lessons to young people. He has also served on multiple nonprofit boards, including the Poudre School District Foundation, Character in Athletics Make it A Priority (CHAMP), TEAM Fort Collins, and the Poudre High School Alumni Association.
Jason and his wife, Christina, are blessed with five amazing sons: Triston, Llayton, Mason, Brady, and Silas. They enjoy spending time together exploring the outdoors, traveling to places near and far, and supporting the arts.


After earning his undergraduate degree in finance from CSU, David worked with Norwest Banks before returning to CSU for a graduate degree focused on tax, which led to getting his CPA and working for Deloitte in Denver.

Morris previously held leadership roles, including Vice President and Executive Director of City Year Denver, past District Director for Colorado’s 1st Congressional District, and National Program Officer for the Gill Foundation. He was one of the founding employees of the Daniels Fund and the Daniels Scholarship Program and spent 15 years in higher education administration.
He has received the Professional Man of the Year Award from the Denver Gay and Lesbian Chamber of Commerce, the 2013 Whitney M. Young Award for civic engagement from the Urban League of Metro Denver and the Colorado State University Charles A. Lory Public Service Alumni of the Year Award.

He is a retired vice president of finance and CFO of Hewlett Packard’s Personal Systems Group (PSG). Mark became the CSU Foundation’s audit committee chair in 2018.

He combines robust technical knowledge with an innate ability to connect with clients and their priorities, helping them pursue their desired wealth outcomes. A Colorado native, Scott earned his undergraduate degree from Colorado State University. He has spent his entire career with Merrill, providing him with the continuity and tenure to advance complex initiatives. He holds the Certified Investment Management Analyst® (CIMA®) designation and the Certified Wealth Advisor® (CPWA®) designation. He is also a member of the Investments & Wealth Institute™. Committed to his community, Scott served as a board member of CASA, Court Appointed Special Advocates for Children, from 2008 to 2022. He is an active board member of Snake River Water District. Scott, his wife Valerie, and their three children love spending time outdoors, hiking, mountain biking, off-roading, scuba diving, traveling, and, particularly, skiing.

Ric’s areas of expertise include investment research and portfolio design – designing systematic investment strategies in asset allocation, quantitative equity, absolute return and fixed income. He has raised billions of dollars in assets for various investment strategies over his career and is published in various leading journals, including the Financial Analysts Journal and the Journal of Portfolio Management. In addition to the CSU Foundation board, Ric serves on the editorial board for the Journal of Investing and as a senior advisor to the World Bank.
Ex-Officio Non-Voting Members
COLORADO STATE UNIVERSITY

As vice president of operations at CSU, she helped navigate through the fiscal challenges of the Great Recession, supported the first comprehensive salary equity survey to uncover and remedy gender-based inequities, and oversaw an historic physical transformation that included construction and renovation of state-of-the-art classroom buildings, parking structures, research facilities and an on-campus stadium. As executive vice chancellor of the CSU System, she led System-wide initiatives, including creation of the CSU Spur campus at the National Western Center in Denver.

As the University’s CFO, Brendan’s primary focus is to ensure the integrity of the financial processes and reporting of the University. Brendan also oversees many University initiatives and programs such as Commitment to Campus and Strategic Partnerships.

Roberts earned his master’s degree in public administration from the University of Nevada, Las Vegas, and his bachelor’s degree from College of the Ozarks. He has a decades-long history of serving the broader community on nonprofit and public boards and committees, as well as in volunteer leadership positions for professional organizations.
Colorado State University System BOARD OF GOVERNORS

Later, Betsy became regional administrator for the U.S. Small Business Administration, supporting small business development across multiple states. She co-founded Syscom Services, a pioneering technology firm, and later managed a notable Fort Collins coffee shop.
Betsy’s commitment to community welfare is evident through her service on nonprofit boards. After retiring as executive director of the Colorado Office of Economic Development and International Trade, she now consults for businesses entering Colorado.
Independent Audit Committee Members


She was named one of St. Louis Business Journal’s Most Influential Business Women and received the Delta Sigma Pi Career Achievement Award. Julie earned her B.S. in finance – accounting from Drake University and her certificate in advanced bank coursework from the University of Wisconsin Graduate School of Banking. She has served on the board and financial committees of the St. Louis Parrish, Neocova and a St. Louis Humane Society.
Investments & Wealth Institute™ (The Institute) is the owner of the certification marks CIMA® and Certified Investment Management Analyst®, CPWA® and Certified Private Wealth Advisor®. Use of CIMA®, and/or Certified Investment Management Analyst®, CPWA® and/or Certified Private Wealth Advisor® signifies that the user has successfully completed the Institute’s initial and ongoing credentialing requirements for certification.
Merrill Lynch, Pierce, Fenner & Smith Incorporated (also referred to as “MLPF&S” or “Merrill”) is a registered broker‐dealer, registered investment adviser, Member SIPC and a wholly owned subsidiary of BofA Corp.
Merrill Private Wealth Management is a division of MLPF&S that offers a broad array of personalized wealth management products and services. Both brokerage and investment advisory services are offered by the Private Wealth Advisors through MLPF&S. The nature and degree of advice and assistance provided, the fees charged, and client rights and Merrill’s obligations will differ among these services. The banking, credit and trust services sold by the Private Wealth Advisors are offered by licensed banks and trust companies, including Bank of America, N.A., Member FDIC, and other affiliated banks.
Your perpetuity partner.
We receive, invest and deliver philanthropic support to Colorado State University with perpetual growth in mind.