Advisory Team

Our investment and management team has over 80 years of financial experience with Catholic institutes and institutions. The stability and talent of our personnel ultimately affect the consistency of performance in our clients' portfolios. This experience and understanding of religious life is a constant reminder of our dedication to the Church.

Robert J. Bamberger Robert has been a financial consultant/advisor to religious institutes since 1982. His responsibilities include advising our religious clients on financial and investment issues. He is a member of our due diligence committee on our manager and fund selection process. He has spoken at the RCRI (NATRI) national meeting and the LRCR conference. Robert holds degrees in Business and Economics.

Mary Beth Schulte Beth has been an integral part of our firm since its inception. Her principle responsibility is to ensure the control and profitable operation of our firm. She assists in the development of strategic investment plans for our clients. Her professional experience includes seven years at Big Six accounting firms as a financial and strategic consultant to large Catholic institutions. Beth graduated magna cum laude with her BS in Accounting from St. Louis University and earned her MBA in Finance from St. Louis University. Beth is a Certified Public Accountant.