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Carla Beal

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Carla Beal

Chief Investment Officer | Robert R. McCormick Foundation

Denver, Colorado, United States

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Carla Beal

Summary

Carla Beal is an accomplished Chief Investment Officer at the McCormick Foundation, bringing over two decades of experience in the finance and investment sectors. With a strong background in asset allocation and portfolio management, she has a proven track record of driving investment strategies that align with organizational goals. Carla's expertise extends to hedge funds and investment manager research, making her a valuable asset in the realm of financial decision-making. Her leadership roles at Monticello Associates and PricewaterhouseCoopers have equipped her with a robust understanding of both operational and strategic aspects of investment management. A graduate of the University of Florida, she holds both a Bachelor's and Master's degree in Accounting. Carla is passionate about leveraging her financial acumen to contribute to philanthropic endeavors, reflecting her commitment to social impact through investment. Residing in Denver, Colorado, she is well-versed in the local market dynamics while maintaining a national perspective in her field.

General

Specialist

Technical Background

Leadership Experience

Long-Term Tenure

Professional interests

Industry-specific interests

Leadership Development

Innovation

Organisational experience

Corporate Experience

Non-Profit Experience

Carla Beal

Work Experience

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Chief Investment Officer at

Robert R. McCormick Foundation

October 2022 - Present

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Managing Director and Chief Operating Officer at

Monticello Associates

August 2021 - October 2022

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Managing Director at

Monticello Associates

November 2006 - April 2018

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Manager at

PwC

September 1999 - November 2006

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Carla Beal

Education

University of Florida, Bachelor Of Science - Bs

January 1999

University of Florida, Master's Degree

January 1999

Frequently Asked Questions about Carla Beal

What is Carla Beal email address?

Carla Beal's primary email address is *****@monticelloassociates.com. To view the full verified email and additional contact details, sign up for free with Muraena.

What company does Carla Beal work for?

Carla Beal is a Chief Investment Officer at Robert R. McCormick Foundation, a company specializing in Social services, nec.

Where Carla Beal graduated from?

Carla Beal holds a degree in Accounting from University of Florida.

How can I directly contact Carla Beal?

To contact Carla Beal directly, you can use the email address *****@monticelloassociates.com. Complete contact information is available upon registration with Muraena.

Who is Carla Beal?

Carla Beal is an accomplished Chief Investment Officer at the McCormick Foundation, bringing over two decades of experience in the finance and investment sectors. With a strong background in asset allocation and portfolio management, she has a proven track record of driving investment strategies that align with organizational goals. Carla's expertise extends to hedge funds and investment manager research, making her a valuable asset in the realm of financial decision-making. Her leadership roles at Monticello Associates and PricewaterhouseCoopers have equipped her with a robust understanding of both operational and strategic aspects of investment management. A graduate of the University of Florida, she holds both a Bachelor's and Master's degree in Accounting. Carla is passionate about leveraging her financial acumen to contribute to philanthropic endeavors, reflecting her commitment to social impact through investment. Residing in Denver, Colorado, she is well-versed in the local market dynamics while maintaining a national perspective in her field.

Carla`s contact details

mail

*****@monticelloassociates.com

*****@mccormickfoundation.org

Colleagues

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Kim Tyler

Daniel Burnham Fellow

Donald Cooke

Senior Vice President

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Katie Lawler

Board Member

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Andres Torres

Vice President, Strategy, Planning, and Operations

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Timothy Knight

CEO and President

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