Contact an Investment Specialist
Senior VP of Loans and Investments
For 15 years, David has overseen TMF’s investment operations, growing investment opportunities for our clients with impact investments in our Methodist Loan Fund and bond and equity investments through Wespath. Before joining TMF, David supervised the operations of five Bank of America (formerly NationsBank) branches in the Austin area, managing 100 staff members and overseeing more than $300 million in assets. David served as President of First National Bank of Georgetown prior to his move to Bank of America.
A graduate of Texas A&M University, David earned a bachelor’s degree in finance in 1978 and during his time at Bank of America he passed the FINRA series 6 (Investment Company and Variable Contracts Products Representative Qualification Examination), 63 (Uniform Securities State Law Examination), and 26 (Investment Company and Variable contracts Products Principal Qualification).
Director of Investment Services
Derek joined TMF as director of investment services in 2018. He is primarily responsible for the management of institutional client relationships, pursuit of growth opportunities, and marketing. He most recently served as a managing director at Wespath Institutional Investments, where he led the team responsible for growth and retention of institutional assets under management within the Wespath family of commingled investment funds. Prior to that, he was a senior vice president at Community Capital Management, where he marketed the firm’s fixed income strategies to nonprofit institutional investors and their investment consultants. Derek received a B.S. degree in Political Science from Florida State University and is a CFA Charterholder.
Assistant Vice President of Fund Administration
Sara brings 20 years of experience managing investments to TMF and currently manages our investment note accounts worth over $400 million. She is the perfect person to walk you through setting up an investment account with TMF.
Investor Services Assistant
Randi joined TMF as the investment services assistant in 2014 working alongside Sara Beltran. She is primarily responsible for the management of all fund transactions, communications, and relationships. Randi will help you from start to finish when it comes to investor accounts. She also manages the stock account and transfers for all non-profit church affiliates for TMF.