Allocator CareersUpdated Jul 7, 2026
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Endowment

California Institute of Technology

University endowment1 — Pasadena, CA.

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California Institute of Technology

Senior Investment Associate

Supports Caltech Investment Office managing investment strategies, manager relationships, asset allocation, and thematic research.

Pasadena, CA · Mid-level

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Verified Jul 4, 2026

Overview

We thrive on finding and cultivating talented people who are passionate about what they do.1

California Institute of Technology's endowment capital supports long-term institutional spending and mission continuity.1

Investment program

Estimated AUM
$4.3B as of Sep 30, 20242
Capital pool
University endowment1
Investment model
Senior Associates are eligible to serve on the Internal Investment Committee (“IIC”) of the Investment Office.3
Investment approach
The Senior Associate spearheads analytical work for asset allocation, portfolio management, and thematic research; the role also includes the delivery of ad hoc projects related to risk management, process management, and external relationship management.3
Spending support
Not listed yet
Spending policy
Not listed yet
Asset allocation
Public evidence references these asset classes or allocation areas: private equity, public markets.3
Performance
Not listed yet
Governance
Senior Associates are eligible to serve on the Internal Investment Committee (“IIC”) of the Investment Office.1
Investment team
Senior Associates are eligible to serve on the Internal Investment Committee (“IIC”) of the Investment Office.1
Unfunded commitments
Not listed yet
Source freshness
Last verified Jul 7, 2026 · Verified

Officer compensation

Reported on IRS Form 990, tax year 2024. Figures are as filed and include reportable compensation from the organization and related organizations plus other compensation. 54 additional officers reported no compensation.

NameTitleTotal
SCOTT H RICHLANDCHIEF INVESTMENT OFFICER$1,985,980
THOMAS F ROSENBAUMPRESIDENT & TRUSTEE$1,936,827
LAURIE A LESHINVP & DIRECTOR, JPL$1,420,888
KAREN L SISSONFORMER VP ADMIN & CFO$1,109,598
DOUGLAS N MACBEANSR MANAGING DIR INVESTMENTS$929,365
DAVID A TIRRELLPROVOST$911,481
DEXTER A BAILEYVP ADV & ALUMNI RELATIONS$872,596
ROBERT P KIRSHNERASTRONOMY PROF & EXEC DIR, TIO$858,538
JENNIFER T LUMGENERAL COUNSEL$833,952
KIRK KAWASAWASR MNG DIR INVESTMENT OPS$782,088
CATHY A LIGHTSECRETARY, BOARD OF TRUSTEES$751,936
LARRY D JAMESDEPUTY DIRECTOR, JPL$720,671
FREDERIC FARINACHIEF INNOV & CORP PARTN$614,922
DIANA JERGOVICVP STRATEGY IMPLEMENTATION$607,925
SHARON E PATTERSONCFO & TREASURER AS OF 10/23$543,771
SAMMY A KAYALICFO & DIR FOR LAB OPS INTEGRA$499,636
KEVIN M GILMARTINVP STUDENT AFFAIRS$400,321
MATTHEW W BREWERCONTROLLER$395,225
JOSEPH E SHEPHERDFORMER VP STUDENT AFFAIRS$390,252
MICHAEL M WATKINSFORMER VP & DIRECTOR, JPL$366,801
CAROL J SCHUILFORMER EA TO PRES/ASST SEC$349,391
MARGARET A STEURBAUTINT VP ADMIN & CFO until 11/23$302,352
DEBORAH K RODDAYSR DIR/ASST SEC$266,333
ARTURO AGUAYOASSISTANT TREASURER$261,126
CHARLES E LANEVP & COO AS OF 10/23$253,301

View the filing

Sources

Last verified Jul 7, 2026 from public career and organization materials.

Fact notes

  1. Website (caltech.edu)Parent organization overview, Pool purpose, Capital pool, Governance, Investment team, Investment office page · checked Jul 4, 2026
  2. Fact sheet (giving.caltech.edu)Estimated AUM · checked Jul 7, 2026
  3. Job posting (phf.tbe.taleo.net)Investment model, Investment approach, Asset allocation · checked Jul 4, 2026

Reports and filings

Profile and job sources