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Investment Office

The Investment Office oversees the university’s endowment portfolio. This includes working with and monitoring existing managers, evaluating new investment opportunities, working with outside consultants and advisory firms as well as performance reporting.

In addition, the Investment Office works closely with the Treasurer's Office which is responsible for internal control functions related to the investment portfolio as well as overseeing and managing custodial, depository, legal, audit, and other operating functions of the investment program.

Contact Information

13 Oak Drive
Hamilton NY 13346
Phone: 315- 228-6017
Fax: 315-228-6639

Staff

David Hale, vice president for finance and administration; treasurer
307 James B. Colgate Hall
315-228-7422

Joseph S. (JS) Hope, director of investments
308 James B. Colgate Hall
315-228-6017

Heather Palmer, manager of treasury services and investment operations
305 James B. Colgate Hall
315-228-7488

Ellie Schmidt, investment analyst
308 James B. Colgate Hall
315-228-6390

Endowment

As of March 31, 2013, the market value of Colgate's endowment investment portfolio was approximately $739 million.