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Chief Financial & Investment Officer
Or Email: wayne [at] mmt [dot] org
What I do at MMT:
I have been the Chief Financial Officer & Treasurer of the Trust since 1982.
What was your life experience before you came to MMT and how does it contribute to your work at MMT?
I have been the Chief Financial & Investment Officer of Meyer Memorial Trust since its inception in 1982. Previously, I worked 7 years for Ernst & Young in the Los Angeles and Portland offices. I am a member of the Oregon Society of CPA’s, AICPA, CFA Society of Portland and CFA Institute. I have been very active in the Foundation Financial Officers Group currently serving on the FFOG board of directors, and several committees. I initiated and continue to chair the FFOG investment survey, a comprehensive investment survey representing more than 160 foundations with assets in excess of $200 billion, for the past 19 years. I represent MMT on several private equity fund advisory boards. I graduated cum laude from California State University, Northridge in Business Administration. I am a Certified Public Accountant and a CFA charterholder.
What high school did you attend?
When you graduated from high school, what did you want to be?
How long did you follow that plan, where did it lead?
College sophomore until became interested in business
If I met my high school self, I would say:
Be friendly but serious
What were your favorite extracurricular activities in high school? What did you do for fun?
Played tennis constantly
What was your favorite music to listen to?
Motown (Temptations, Four Tops, Miracles) California Sound (Beach Boys, Jan & Dean), Four Seasons
Complete this sentence: In high school, among my classmates I was most likely to...
Be found on the tennis court
You don't know me unless you know this about me:
Have played Santa for nearly 30 years and in this role have talked with thousands of children