Overview
Learn more about Lehigh’s Investment Office team Objectives Financial Objectives The principal financial objective of the investment program is to preserve and, if possible, enhance the real purchasing power of the Endowment principal in order to ensure the University's financial future.1
Lehigh University's endowment capital supports long-term institutional spending and mission continuity.1
Investment program
- Estimated AUM
- $2.3B as of Jun 30, 20251
- Capital pool
- endowment1
- Investment model
- Good stewardship of this asset is of the highest importance, which is why the Endowment is managed by an Investment Office and overseen by an Investment Committee of the Board of Trustees.1
- Investment approach
- The Endowment is a long-term perpetual asset.1
- Spending support
- Not listed yet
- Spending policy
- Not listed yet
- Asset allocation
- Public evidence references these asset classes or allocation areas: private equity, venture capital, private credit, hedge funds, real estate, infrastructure, public markets, fixed income.1
- Performance
- Not listed yet
- Governance
- Good stewardship of this asset is of the highest importance, which is why the Endowment is managed by an Investment Office and overseen by an Investment Committee of the Board of Trustees.1
- Investment team
- Good stewardship of this asset is of the highest importance, which is why the Endowment is managed by an Investment Office and overseen by an Investment Committee of the Board of Trustees.1
- Unfunded commitments
- Not listed yet
- Source freshness
- Last verified Jul 21, 2026 · Verified
Officer compensation
Reported on IRS Form 990, tax year 2025. Figures are as filed and include reportable compensation from the organization and related organizations plus other compensation. 28 additional officers reported no compensation.
| Name | Title | Total |
|---|---|---|
| KRISTIN AGATONE | CHIEF INVESTMENT OFF. | $1,429,710 |
| JOSEPH J HELBLE | PRESIDENT | $1,145,854 |
| NATHANIEL N URBAN | PROVOST | $785,941 |
| MICHAEL D GOULD | DIRECTOR INVEST. OFF. | $752,813 |
| PAUL BROCKMAN | PROFESSOR | $588,193 |
| GEORGETTE C PHILLIPS | DEAN,COLL. BUS. & ECON. | $572,250 |
| FRANK A ROTH | GENERAL COUNSEL, SECRETARY | $537,086 |
| JOHN WELTY | PROVOST, WEST REG. OFF. | $518,177 |
| STEPHEN P DEWEERTH | DEAN,P.C.ROSSIN COLL OF ENG | $508,629 |
| ROBERT A FLOWERS | DEAN,COLL. ARTS & SCI. | $492,976 |
| KATHLEEN HANLEY | PROFESSOR | $475,682 |
| CHRISTINE COOK | VP FINANCE & ADMINISTRATION | $466,937 |
| DAVID L HAMMER | ASSOCIATE VP & TREASURER | $348,469 |
| MICHAEL J TODD | VP FIN & ADMIN THRU 07/05 | $301,050 |
| JOHN D SIMON | PROFESSOR/FORMER PRESIDENT | $185,801 |
Sources
Last verified Jul 21, 2026 from public career and organization materials.
Fact notes
- Website (www2.lehigh.edu)Parent organization overview, Pool purpose, Capital pool, Estimated AUM, Investment model, Investment approach, Asset allocation, Governance, Investment team, Investment office page · checked Jul 25, 2026
Profile and job sources
- Website (www2.lehigh.edu)Website · checked Jul 25, 2026
- Website (www2.lehigh.edu)Website · checked Jul 25, 2026
- Primary job/profile sourceJob posting · checked Jul 21, 2026