Gail Duree

Experience

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  Presbyterian Foundation

  Jan 1992 - Jan 1998

  Trustee

  Board Director and member of Investment Committee including manager selection sub-committee. Mangement of $1b ++ investment portfolio. Establish and monitor investment goals, asset allocation and indices to maximize returns while minimizing risk of funds. HIre and monitor money managers against goals, indices and styles. Improved reporting of third party evalutator. The foundation is a fiduciary of funds of related entities; it does not make grants to organizations except as fiduciary of the funds. Show less

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  New Covenant Mutual Fund

  Jan 1999 - Jan 2012

  Chair of the Board of Trustees

  New Covenant Funds offers a diversity of investment approaches and charitable giving options through four funds totaling $1.7b. Represented the shareholders as Chair of the Board and past Chair of the Audit Committee; Fund Steering Committee representative to the Mutual Fund Directors Forum and Board delegate to Independent Director's Council; served on the Valuation and Goverance committees; Sarbanes Oxley, internal control, risk and other related training seminars; founding Trustee of the mutual fund. Show less

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  Montview Boulevard Presbyterian Church

  Jan 1999 - Jan 2009

  Treasurer

  Management and Control of $1.7m annual operating budget, $1.1m cash fund, $3m endowment and memorials and $10m physical plant. Impletmented financial and internal controls in a control-adverse environment. Supervision of accounting and management staff. Chair of the Finance Committee.Manage the “busi-ness” of the church to facilitate operational ease and to preserve appropriate controls of financial operations such that others may conduct the mission of the church. Work with staff, finance committee and church members to establish financial policies and procedures that are more efficient and effective. Supervise administrator and accountant in accounting and financial functions. Direct regular updating of systems and procedures to support growth plan of the Church Show less

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  Alpha Gamma Delta Foundation

  Jan 2005 - Jan 2011

  Trustee

  Chaired the Finance, Personnel and Scholarship Committees.The Alpha Gamma Delta Foundation provides essential support for education, philanthropy and leadership through its members.

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  AGD Housing Corporation

  Jan 2012 - Jul 2019

  Director

  Developing the vision and policies for a college housing entity for a variety of housing options, including housing that is owned and managed completely by the housing corporation. This is a separate business that assists collegiate chapters in locating, funding, renovating and maintaining safe, competitive and attractive housing. Chaired research committee. Founding Director of the start-up corporation.

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  Advisors Series Mutual Fund Trust with U. S. Bancorp Financial Services

  Mar 2014 - Dec 2021

  Independent Trustee

  AST provides experienced leadership to advisors starting or adding a mutual fund to their stable of services, allowing the advisor to focus on their investment strategies and the raising of funds. The board represents the interest of the shareholders in the governance of the funds through a multi-series trust of approximately 20 advisors, 40 funds and over $6b total assets. Chair of the audit committee.