Senior Vice President

Email

email hidden; JavaScript is required

David serves as senior vice president of Texas Methodist Foundation having been appointed to that position in 1999. Prior to joining TMF, David was employed as a National Bank Examiner for Office of the Comptroller of the Currency in 1978 until he took a position at First National Bank of Georgetown in 1984 as president and chief operating officer. First National Bank was acquired in 1990 by what would become Bank of America.

David worked within the retail division responsible for branch operations, loan, and deposit growth, and community outreach all within the Central Texas region before he took the position at Texas Methodist Foundation. He received a Bachelor of Business Administration in 1978 from Texas A&M University.

Director of Investment Services

Email

email hidden; JavaScript is required

Derek joined TMF as director of investment services in 2018. He is primarily responsible for the management of institutional client relationships and the pursuit of growth opportunities. He most recently served as a managing director at Wespath Institutional Investments, where he led the team responsible for growth and the retention of institutional assets under management within Wespath investment funds. Prior to that, Derek was 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 Bachelor of Science degree in political science from Florida State University and is a Certified Financial Analyst charterholder.

Assistant Vice President of Fund Administration

Email

email hidden; JavaScript is required

Sara joined TMF in 2000 as assistant vice president of fund administration and currently oversees the team responsible for operational and administrative services for institutional and individual investors. Sara and her team manage all new account onboarding, security and cash transfers, and gifts and donations. Her group manages disbursements and rebalancing transactions, account authorizations, and maintains TMF’s electronic archive of institutional client documentation.

Fund Administration Assistant

Email

email hidden; JavaScript is required

Randi joined TMF as the fund administration assistant in 2014 working alongside Sara Beltran. Randi manages all fund investor account transactions and investor communications. She also manages the stock account and transfers for all nonprofit church affiliates for TMF.