Finance and Investment Services

The Finance and Investment Services team at the Jewish Communal Fund manages and oversees the organization's financial assets and investment strategies, ensuring optimal growth and sustainability of the $2.8 billion in charitable assets. Their roles include financial planning, accounting, and providing personalized investment advice to donors, particularly those in the JCF Private Client Experience. This team also ensures compliance with regulatory standards and facilitates efficient and impactful grant-making, both domestically and internationally.