External Advisors and Banks
Teresa Metcalf Beasley, Esq.
Charles Burkett Jr.
Donald Graham
Vivian Hairston
Constance Hill-Johnson
Justin Horton
Ndeda Letson
Franklin F. Martin
Tracy Oliver
Mylayna Albright
Jackie Chisholm, Ph.D.
Donna Dabbs
Eleanore Dees
Arlene Ford
Vallery Gaines
Tanya Howard Grace
Kathryn Hall
Raland Hatchett
Jeanette Haynes-Gordon
Charlene Higginbotham
Elizabeth Hilton
Kevin Johnson
Ronald V. Johnson Jr.
Mittie Davis Jones, Ph.D.
Me’Lani Joseph
Bracy Lewis
Gabrielle Love
Jimmy Malone
Stanley Miller
Chyrel Oates
Hazel Parker
Raseem Parker
Sonya Pryor-Jones
Rocky Richardson
Denise Rucker-Burton
Andradia Scovil
Joyce Shaw
Shenise Thomas
Belva Denmark Tibbs
Alton Tinker
Eric Tolbert
Gloria Ware
Cassandra Collier Williams
Danny Williams
Robin Williams
Ranesha Wilson
James M. Delaney
Paul Clark, Northern Ohio PNC Bank
Timothy Lathe, KeyBank
James M. Malz, JPMorgan Chase
Sean Richardson, FirstMerit Bank
Daniel P. Walsh, Huntington National Bank
David R. Boles
John Sherwin Jr.
Robert C. Smith
Dennis E. Eckart
Nancy Guthrie
Bert Holt
John D. Leech
Raphael J. Omerza, Esq.
Todd R. Ray
Daniel D. Smith
Larry Benders
David Geyer
Karen Haefling
Frank Harding
Jane Lisy
Maria Quinn, Esq.
Marcia Wexberg, Esq.
Jacqueline Woods
Deborah Daberko
Santiago Feliciano Jr.
Lisa Hunt
Karen Kopp
Mary Lynne McGovern
Natividad Pagan
Honorable Michael J. Ryan
Christopher Sedlock
Pamela Smith
Ryan Temple
Margaret W. Wong
William Woods, Ph.D.
David Yen
Zulma Zabala
Choosing the investment option for philanthropic funds for growth is just as important as the decision to entrust the Cleveland Foundation with overseeing and distributing those funds. The foundation provides donors with a variety of investment options and strategies to choose from for the fund they establish, allowing them to select the one that will help them meet their philanthropic objectives.
BNY/Mellon Private Trust Co.
30195 Chagrin Blvd.
Suite 350W
Cleveland, Ohio 44124
FirstMerit Bank
101 W. Prospect Ave.
Suite 350
Cleveland, Ohio 44115
Huntington National Bank
917 Euclid Ave.
Cleveland, Ohio 44115
JPMorgan Chase Bank
1300 E. Ninth St.
Suite 1300
Cleveland, Ohio 44114
Key Bank
127 Public Square
16th Floor
Cleveland, Ohio 44114
Northern Trust Bank
127 Public Square
Suite 5150
Cleveland, Ohio 44114
PNC Bank
1900 E. Ninth St.
Cleveland, Ohio 44114
U.S. Bank
1350 Euclid Ave.
Suite 1100
Cleveland, Ohio 44115
Carnegie Capital Management Co.
1228 Euclid Ave.
Suite 1100
Cleveland, Ohio 44115
Fairport Asset Management
3636 Euclid Ave.
Suite 3000
Cleveland, Ohio 44115
Glenmede Trust Co.
One Corporate Exchange
25825 Science Park Dr.
Suite 110
Beachwood, Ohio 44122
Gries Financial
1801 E. Ninth St.
Suite 1600
Cleveland, Ohio 44114
Karpus Investment Management
183 Sully’s Trail
Pittsford, N.Y. 14534
Union Heritage
211 W. Fort St.
Suite 615
Detroit, Mich. 48226
BDS Financial Services
Cedar Brook Financial
Ferris Baker Watts
Goldman Sachs
Merrill Lynch
Private Trust Co.
Robert W. Baird & Co.
Wachovia Securities
Vanguard Group
As of December 31, 2010
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