David Carris is an Endowment and Foundation Consultant with the UBS Institutional Consulting Program and Financial Advisor based in South Burlington, Vermont. He combines extensive work in the not-for-profit sector with over 25 years professional investment experience to help nonprofits and foundations navigate the unique challenges of endowment management. After joining his first board in high school he has either worked for or served on a nonprofit board continuously ever since. He has designed and administered grant-making programs and served in multiple board leadership roles including strategic planning, development, and board chair. Top-of-mind for many organizations today are questions of fiduciary responsibility, effective asset management with limited resources, and sustainable spending policies. He also brings long experience in social and environmentally aware investing to help foundations better align their endowments with their purpose through mission-based, sustainable, and impact investing.
He holds a B.A. from the University of Pennsylvania and an M.S. from the University of Vermont. Prior to his work in finance, David spent thirteen years working in economic development, community planning, and historic preservation. He holds the Endowments and Foundations and the Certified Investment Manager Certificates through the Wharton School and the Investment Management Consultant Association.