1919 Investment Counsel's Weekly Market Insights: September 12, 2022
"Last week, equity markets reversed a three-week downtrend, rallying strongly" - 1919 Investment Counsel
1919 Investment Counsel's Weekly Market Insights for September 12, 2022:
Executive Director Lori Daniels stands at The Church Foundation (TCF) 's helm, reporting to the Board of Directors. She oversees and monitors investments to ensure financial integrity and serves the Board in its fiduciary duties as trustee and custodian for assets owned by churches, chapels, missions, and institutions in the Diocese of Pennsylvania. Lori leads business development efforts and fosters professional relationships. Her goal is for every Episcopal entity in the Diocese to establish an endowment with TCF and plans to expand planned giving resources by increasing program education.
Lori joined TCF in 2014 as Operations Specialist, transitioning to Operations Manager. She was promoted to Executive Director in 2019 due to her leadership talents, positive business relationships, and a solid vision for TCF's future. Lori loves people and appreciates the talents of each team member.
Lori has fueled many noteworthy achievements. She oversaw a significant increase in managed assets for 2020, spearheaded rebranding efforts, and collaborated in a diocesan endowments review, leading to increased distribution to fund missions and ministry.
Lori holds a M.S. focused on Management with Nonprofit Specialization as well as a B.S. in Finance and Humanities from the University of Maryland University College. She will continue expanding her expertise in nonprofit management, endowments, and investments. Lori loves to travel, is an avid reader and knitter, and enjoys biking and hiking. Her dream is to live somewhere close to a beach someday.