Our team has extensive tenure with non-profit boards, which provides substantial value for clients in that we serve as trustees ourselves.
The PermCap story began with our founders serving together on a private NYC high school's investment committee. John Regan previously served as the Senior Investment Officer of an Ivy League university endowment, and Joe Steinberg has served on numerous investment committees, including a top university. Helping academic organizations solve their investment problems remains a key focus of our practice.
Having served on the boards of several non-profit organizations, PermCap’s leaders have developed our services to provide effective stewardship and efficient investment management to our foundation clients.
Since 2011, we have worked closely with some of the largest faith-based institutions in the U.S. We have successfully helped our faith-based clients navigate investment challenges and align their fiscal responsibilities with their purpose-driven missions.