UWM Foundation President Gilbert to Retire

University of Wisconsin-Milwaukee (UWM) Foundation president David Gilbert has announced his retirement effective July 1, ending a two-decade tenure with UWM.

Gilbert was first appointed to the position by the foundation’s board of directors in 2005. As president, he established the foundation’s subsidiary corporations UWM Real Estate Foundation, which he also headed, and UWM Research Foundation, and led the distribution of $300M to the university from UWM Foundation fundraising efforts. The UWM Foundation Board said it has hired Spano Pratt Executive Search to assist in the recruitment of a new president.

As of June 30, 2024, the university foundation’s endowment administers a $246M investment portfolio with a 10-year return of 7.4%. It allocates more than half of the portfolio, or 53%, to domestic equities, another 17.4% to international equities, while fixed income accounts for 29.5% of the portfolio. Overall, the UWM Foundation manages approximately $327M in total assets.

Written By: Dakota

The Database For Cold Outreach to Reach Institutional and RIA Investors

Book A Demo

UWM Foundation President Gilbert to Retire

Subscribe

Related Content

RayJay Adds $250M FAs from Citigroup, Morgan Stanley

RayJay Recruits $250M South Dakota FA from LPL

Goldman Sachs Expands Family Office Solutions Offering

The Database For Cold Outreach to Reach Institutional and RIA Investors

Address

Products & Services

Resources

Events

Company