HERSHEY TRUST COMPANY - Key Persons
Highlights: Ms. Marsh is the former Chief Investment Officer and Treasurer of the University of Pittsburgh where she was responsible for managing the financial assets and liabilities of the University and its endowment. Ms. Marsh is currently a director of the Pittsburgh Foundation and vice chair of its investment committee, and she is a member of the investment committees for the boards of the Claude Worthington Benedum Foundation and the Pittsburgh Symphony Orchestra. Ms. Marsh is also a trustee emerita and past treasurer of Sewickley Academy, where she continues to serve on its endowment committee. Ms. Marsh is additionally a director of the board for two institutional investor funds managed by Global Forest Partners LP and is a past director of the board of the Federal Farm Credit Banks Funding Corporation. Ms. Marsh further brings to the Boards a keen interest in education and human development, including the mission and legacy of Milton and Catherine Hershey.
Job Titles:
- Director
- Co - Founder and Chief Executive Officer of Carry1st
Mr. Robbin-Coker is an alumnus of Milton Hershey School, having graduated as valedictorian in 2004, and is a recipient of the 2009 Alumni Achievement Award for Academic Excellence.
Job Titles:
- Director
- Co - Chair of the Atria Health Collaborative
Highlights: Mr. Saltzman is the Co-Chair of the Atria Health Collaborative, a new not-for-profit dedicated to improving healthcare and the Co-Founder of Atria Health, a start-up company hoping to improve healthcare delivery. He previously served for 27 years as the executive director of the Robin Hood Foundation, New York City's largest poverty-fighting organization. He was a founding board member of Robin Hood, the Relay Graduate School of Education, Zearn, Uncommon Schools New York, NPower, Together Education and Pure. Earlier in his career, he served as the special assistant to the president of the Board of Education of the City of New York, the nation's largest school system with 1.1 million students. Mr. Saltzman was named one of Time Magazine's 100 Innovators. His experience provides to the Boards unique and valuable insight into poverty, education, not-for-profit management and responsible investing. Mr. Saltzman's expertise is in the areas of education, at-risk child care, and non-profits. His background aligns with accountable philanthropy and the mission of preserving Mr. and Mrs. Hershey's legacy.
Job Titles:
- Vice President, Public Markets
Highlights: Evril joined Hershey Trust Company ("HTC") in 2023 as Vice President, Public Markets and is responsible for leading the public market investments for the Milton Hershey School Trust, including public equity, public real assets, and public fixed income. His responsibilities with respect to public markets include portfolio construction, manager selection and due diligence. He most recently served as Managing Director of Marketable Investment at Rockefeller University in New York, NY. Prior to that he spent 12 years with the New York State Common Retirement Fund in Albany, NY with his most recent position being Deputy Director of Global Equity since 2018. Evril brings over 16 years of investment experience to HTC.
Evril earned his bachelor's degree in Business Administration from the State University of New York at Potsdam and his MBA from Clarkson University in Schenectady, NY.
Highlights: Harold has held executive, portfolio management and analyst roles in asset management firms for more than 30 years. He currently serves on the corporate board of directors at WisdomTree, Inc. Previously, he served as vice president, managing director/head of manager selection and portfolio construction, at Lincoln Financial Group, overseeing a $200 billion investment platform covering all asset classes. Prior to that, he was managing director/head of asset management companies and simultaneously global head of retail and intermediary sales at PineBridge Investments. Earlier in his career, Harold was executive director at UBS Global Asset Management. During his time at Lincoln Financial Group, he lived in the Philadelphia area and served on the board of directors of the Urban League of Philadelphia. Harold holds an M.B.A. in finance from the University of Chicago, a Bachelor of Science in chemical engineering from the Illinois Institute of Technology and is a chartered financial analyst. He has been recognized multiple times as one of Savoy Magazine's Top 100 Most Influential Blacks in Corporate America.
Job Titles:
- Director
- Senior Vice President, Business Development for General Electric
Job Titles:
- Vice President, Private Markets
Highlights: Jen joined the Hershey Trust Company in 2017. She has 25 years of asset management experience. As Vice President of HTC's Private Markets, she leads portfolio strategy for the private market investments including private equity, private real assets, and private credit. She leads portfolio construction, manager selection, and due diligence for the Private Real Asset program. Prior to joining the Hershey Trust Company, Jen served as Lehigh University's Director of Alternative Investments where she was responsible for overseeing the private equity and private real estate initiatives. Jen also functioned as the COO of the Investment Office. Before joining Lehigh, she held various roles with the Pennsylvania State Employees' Retirement System ("SERS"), most recently as Co-Director of Alternative Investments and was involved with managing SERS' then $10 billion private equity program.
Jerel A. Hopkins - Chief Legal Officer, Secretary, VP
Job Titles:
- Corporate Secretary
- General Counsel
- Vice President
Highlights: Jerel A. Hopkins joins the Hershey Trust Company from Macquarie Asset Management in Philadelphia where he has been since 2004 and most recently serving as Managing Director, Corporate Secretary and Associate General Counsel. Mr. Hopkins brings 24 years of legal experience to HTC including experience in state government, corporate and securities law and global asset management.
Jerel is a graduate of the Wharton School of Business at University of Pennsylvania where he earned his Bachelor's degree in Economics. He earned his Juris Doctorate at Villanova University School of Law and is admitted to practice law in Pennsylvania and New Jersey.
Jerel resides in the Philadelphia area with his family where he is very active in volunteering for youth organizations, including as a football coach and as a mentor.
Job Titles:
- Member of the Leadership Team
- Deputy Chief Investment Officer & Vice President, Strategy
Highlights: Josh joined the team in 2019 and became Deputy CIO in 2022. In that role, he closely coordinates with the CEO / CIO on any aspect of portfolio oversight and team management. In addition, Josh leads strategic and financial analysis of the "Controlled Companies," oversees the MHST co-investment program, and leads investment management for the M.S. Hershey Foundation, Hershey Cemetery, and Local Real Estate portfolio.
Job Titles:
- Vice President, Corporate Services
Highlights: Laura joined the Hershey Trust Company in 2022 as Vice President, Corporate Services and is responsible for planning and directing the administration functions of Hershey Trust Company, including human resources and organizational development, information technology, public/community relations, internal and external corporate communications and other office and facilities services. Laura has over 28 years' experience in human resources and administrative functions. She most recently served on the senior leadership team at Menno Haven Retirement Community as Executive Director, Human Resources & Organizational Development. Prior to that Laura served as Vice President, Human Resources at Meritus Health, a regional health system in Hagerstown, MD.
Laura is a graduate of Shippensburg University where she earned a Bachelors' degree in Business Administration and a graduate of Saint Francis University in Loretto, PA where she earned a Masters' degree in Human Resource Management.
Leslie K. Lenzo - CEO, Chief Investment Officer
Job Titles:
- CEO
- Chief Investment Officer
- Member of the Leadership Team
Highlights: Leslie K. Lenzo, CFA is Chief Executive Officer / Chief Investment Officer of the Hershey Trust Company ("HTC") in Hershey, PA. Prior to HTC, Ms. Lenzo served as Chief Investment Officer at Advocate Aurora Health where she oversaw the investment of $14 billion in corporate and pension assets as well as the investment options available in the organization's $8 billion defined contribution plans. Previously, Ms. Lenzo was a senior member of the investment team at Northwestern Memorial Healthcare in Chicago. Ms. Lenzo started her career with the investment program at Partners Health Care in Boston and then moved to the sell side to do equity research covering Healthcare Services at SG Cowen.
Ms. Lenzo holds a BA in Economics and Government from Georgetown University and a MBA in Finance from Boston University. She is also a CFA charter holder. Ms. Lenzo resides in Hershey, PA with her husband, four sons, and Italian Greyhound.
Highlights: Ms. English is the former President and Chief Executive Officer of Fight For Children, a highly visible Washington, D.C.-based nonprofit that improves education opportunities for low-income children. She serves on the Boards of the Educational Testing Service, the DC Public Education Fund, Fight for Children, the Virginia Institute of Marine Science (VIMS) Foundation, the Gladstone Companies, and DC Prep Public Charter School. Ms. English has had a lifelong commitment to improving educational opportunities for the underserved. This focus aligns her work with the mission of the Hersheys' legacy. Her 30+ years of business and nonprofit experience provides the Boards with extensive strategic and operational management expertise in education, and exceptional leadership capabilities.
Job Titles:
- Vice President, Investment Operations and Portfolio Analytics
Highlights: Muzzamil Mussani, CFA is the incoming VP-Investment Operations and Portfolio Analytics and is responsible for building and leading the investment operations function for all investment portfolios managed by the Hershey Trust Company, including the development and oversight of all investment reporting. Muzzamil has over 17 years of experience in investments and investment operations. Over the last decade, Muzzamil built and led the investment operations function at Advocate Health Care /Advocate Aurora Health. Previously he worked in investment operations at RH Investment Management in Chicago. Prior to that, Muzzamil served at a leading investment banking firm in Pakistan as a research analyst and equity trader.
Muzzamil holds an MBA in Finance from the Institute of Business Management in Pakistan and is a CFA charter holder. Muzzamil is an active community leader and has served as the Vice President of OPEN Chicago, an entrepreneurial and leadership not-for-profit. Muzzamil lives in Hummelstown, PA with his wife and three lovely kids.
Highlights: Terry Davis is Vice President-Finance at the Hershey Trust Company and is responsible for leading all finance and accounting functions and serving as a member of the Senior Officer's Committee. Terry has over 16 years of experience in the financial services industry. His experience includes four years as Chief Financial Officer of AgChoice Farm Credit, and then just over a year as SVP, Finance for Horizon Farm Credit. Prior to that, he was an auditor for two years with PwC where he served manufacturing and healthcare clients. Terry earned his Certified Public Accountant (CPA) license in 2006. He also served in the Marine Corps for 20 years, the first eight of which were as an avionics technician, and then as an air traffic controller.
Terry holds a Master of Accountancy degree from the University of West Florida, as well as a Bachelor of Science degree in Business Administration from Hawaii Pacific University.