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Finance

Rosanne Potter

Rosanne PotterFinance

Senior Vice President and Chief Financial Officer

Executive Assistant: Carmela Beltrante 216.615.7172

Rosanne Potter is a senior finance professional specializing in investment management and capital markets. Rosanne has held the position of Treasurer of five major manufacturing companies including the Lubrizol Corporation, RTI International Metals, Inc., and Dexter Corporation with industry expertise in specialty chemicals, consumer products, metals and power management. In her current role as SVP & CFO, Rosanne manages the finance function for the Cleveland Foundation. Prior to joining the Cleveland Foundation in April 2016, she was responsible for managing $10 billion of global retirement assets for Eaton Corporation in Cleveland.

Rosanne is widely recognized as a subject matter expert in investment management, capital markets, cash management, foreign exchange and risk management. In her various roles, she has demonstrated superior relationship management skills dealing with investment banks, asset managers, commercial banks, insurance brokers and rating agencies.

Rosanne has successfully negotiated bridge financing and permanent financing for multi-billion dollar acquisitions. She has extensive experience executing corporate bank loans, equity offerings, private placements, swaps and term loans for investment and non-investment grade companies.

Rosanne began her career in Chicago working in the Treasury department of a Fortune 100 conglomerate. She received her Master of Business Administration in Finance from Loyola University Chicago and holds a bachelor’s degree in economics and French from Boston College, graduating cum laude. During her undergraduate studies, Rosanne attended the London School of Economics where she studied international business and economics. She is currently an adjunct faculty member at Kent State University and teaches financial planning and capital markets to executive MBA students.

Serving in leadership roles for charities has been important to Rosanne over her career. She was on the board and also the founding chairperson for the Cleveland American Heart Association’s Circle of Red, and was a long standing board member on the Northeast Ohio Make A Wish Foundation Board of Directors and finance committee. She is currently on the Board of Directors for Adoption Network Cleveland and In Counsel With Women, a professional networking organization in Cleveland. She was a Crain’s Cleveland Business 2015 Women of Note Recipient and an Athena Finalist in 2004 for Inside Business Magazine. She resides in Twinsburg, Ohio, with her husband and children where she is active in her community and church.


Tammi Amata

Tammi AmataFinance

Assistant Controller

216.615.7599 |

Tammi Amata has shared responsibility over the daily accounting processes of the Finance department. In addition to the day-to-day operations, she manages the month-end closing process, financial statement reporting to donors and supporting organizations, and various other special projects. She also provides guidance and oversight to the fund accounting staff. 

Tammi joined the Cleveland Foundation in 2009 as the accounting manager and has more than 15 years of experience in accounting and auditing. Before coming to the foundation, she spent 12 years as an auditor for Ernst & Young in Cleveland with such nonprofit and manufacturing clients as the Cleveland Foundation, RPM International Inc., and American Greetings Corp.

Tammi holds a bachelor’s degree in business administration, with majors in accounting and finance, from Ashland University and a master’s degree in business administration from Case Western Reserve University. She is also a certified public accountant.

Carmela Beltrante

Carmela BeltranteFinance

Executive Assistant to the Chief Financial Officer

216.615.7172 |

Carmela Beltrante joined the foundation in April 2004. She has served in various capacities at the senior executive assistance level for more than two decades. Carmela spent the majority of her career at Ernst & Young supporting senior executive partners at the national and district levels where she managed their calendars, travel, and correspondence; planned and arranged for board meetings and off-site national seminars; and served as liaison to staff.  After leaving Ernst & Young in 2000, Carmela became the executive assistant to the finance director of the City of Cleveland. Prior to joining the foundation, she was the executive assistant to the managing director and principal at Brown Gibbons Lang & Co.

She also served as secretary to the board of directors of the endowment fund for Our Lady of Mount Carmel Church in Cleveland, worked as a Berlitz foreign language teacher, mentored inner-city high school students, and organized activities for Concern II to build children’s self-esteem through Special Olympics programs.

Judith Corey

Judith CoreyFinance

Senior Accountant

216.615.7166 |

Judith joined the foundation in 2007 as a member of the Finance team. Prior to that, she spent more than 20 years in the public utility and governmental sectors specializing in financial reporting and auditing.

Judith holds a Bachelor of Science degree in business administration, majoring in accounting, from John Carroll University. She is a certified public accountant and a member of the American Institute of Certified Public Accountants and the Ohio Society of CPAs.

Anthony Gattuso

Anthony GattusoFinance

Manager of Investments

216.615.7188 |

Anthony Gattuso joined the foundation in October 2016 as Manager of Investments. Anthony works with members of the finance team and the foundation’s independent investment consultant, trustee banks and various other investment managers in overseeing the successful administration of the foundation’s $2 billion investment portfolio, cash management and finance/treasury analysis. 

Anthony brings an accomplished eleven-year history of investment experience to the foundation. Prior to joining the Cleveland Foundation, he has worked in the investment office of the Cleveland Clinic Health System as Senior Investment Analyst.  In this role, Anthony was part of a team responsible for the oversight and ongoing analysis of a diverse $10 billion pool of assets.

Anthony earned a bachelor’s degree in business administration from Saint Bonaventure University in New York and went on to earn an MBA from Cleveland State University. In addition to his academic credentials, he is also a Chartered Alternative Investment Analyst.


Dorothy Highsmith

Dorothy HighsmithFinance

Senior Accountant

216.615.7157 |

Dorothy Highsmith is responsible for preparing and maintaining various financial reports for the operation of the Cleveland Foundation, where she has worked for more than a decade.

Dorothy brought more than 20 years of financial and accounting experience when she joined the foundation. Previously in her career, she worked at BP Oil as an accountant in the marine and pipeline department and at Cuyahoga Community College as a revenue accountant in the district office/budget department, where she maintained and prepared financial reports for program directors and staff at the NASA Glenn Research Center.

She earned a bachelor’s degree in accounting from Notre Dame College of Ohio.

 

Christine Lawson

Christine LawsonFinance

Senior Fund Accountant

216.615.7587 |

Christine Lawson joined the foundation in 2001 and is responsible for overseeing accounts payable and 1099 reporting, the funding of grant requests, and the creation of quarterly board financials.

Previously she worked at Alltel Communications in the finance department, monitoring and creating reports for the collections department. 

Christine holds a bachelor's degree in business, with a concentration in finance, from Colorado State University.

Chang Liu

Chang LiuFinance

Finance Analyst

216.615.7588 | 

Chang Liu joined the Cleveland Foundation investment office in April 2018 as finance analyst. Chang is responsible for daily treasury functions as well as investment research and analysis related to the foundation’s $2.4B endowment. She works with finance team members, trustee banks, the foundation’s independent consultants and other investment managers.

Prior to joining the foundation, she worked as a controller for a local manufacturer and was responsible for all the finance and accounting function of the company.

Chang holds a Master degree in Accountancy from Case Western Reserve University and a Bachelor degree in Finance Management from Wuhan University of Technology. She is a Certified Public Accountant and she speaks fluent Mandarin Chinese.

Mary Mink

Mary MinkFinance

Accounting Manager

Mary Mink has shared responsibility over the daily accounting processes of the Finance department. Mary joined the Cleveland Foundation in October 2013 as accounting manager and has more than 30 years of experience in accounting and auditing. Before coming to the Foundation, she spent almost 5 years as general accounting manager for Kaiser Foundation Health Plan of Ohio. Her experience includes accounting and supervision mainly for governmental, retail, health care and public accounting entities.

Mary is a Certified Public Accountant and Chartered Global Management Accountant. She holds a bachelor’s degree in business administration with a major in accounting from Gannon University in Erie, Pennsylvania.

Valerie Moreland

Valerie MorelandFinance

Accounting Associate

216.615.7191 |

Valerie Moreland joined the foundation in August 2013 as a member of the Finance Team and has more than 15 years experience in Finance and Accounting.

For the past 15 years, Valerie has served in a similar role at Community United Head Start, a non-profit organization committed to educating and working with families of greater Cleveland to provide a safe and positive learning environment to its children.

Valerie received her Associate of Applied Business from Cuyahoga Community College and plans to pursue her bachelor’s degree in Finance.


Kathy Parker

Kathy ParkerFinance

Controller

216.615.7180 |

Kathy Parker oversees the foundation's accounting, audit, tax, and reporting activities. She is also responsible for leading the day-to-day operations of the Finance Department.

Kathy joined the foundation in January 1990 as an accountant. Since then, she has held positions of increasing responsibility including senior accountant, accounting manager, and her current role, which she assumed in 1999.

Kathy is a member of the Fiscal and Administrative Officers Group for Community Foundations and a past recipient of the YWCA's Women of Professional Excellence award. She serves as treasurer of the Cleveland Chinese Christian Church and holds a bachelor's degree in business administration, with a concentration in accounting, from Cleveland State University.