James Howell, CFA, CTP

Vice President, Chief Financial Officer

 

James Howell

As Chief Financial Officer, Mr. James Howell, CFA, CTP, oversees the accounting, finance, and information technology roles at The San Diego Foundation.

He is a member of The Foundation’s leadership team, coordinates the Finance and Audit committees, and works closely with staff, professional volunteers, and service providers to establish, administer, and monitor financial reporting, internal controls, treasury, insurance, grants administration, and information systems.

Prior to joining the Foundation, as CIO & Director of Research at Canterbury Consulting, Howell led investment strategy for $13 billion in assets and directed all functions related to manager and capital markets research. From 2007-2012, Howell was CIO & Director of Finance at The Scripps Research Institute responsible for investment, banking, and insurance relationships across $1.6 billion of endowment, pension, and other assets.

Over the previous 17 years, Howell was an executive at United Parcel Service, most recently as Director, Capital Markets and Alternative Investment Officer for the UPS Retirement Plan.

A Certified Treasury Professional and Chartered Financial Analyst, Howell earned a Bachelor of IE degree from Georgia Institute of Technology and an MBA-Finance from Georgia State University. Howell serves on the Investment Committee of Loma Linda University and the Finance Committee of Alliance Healthcare Foundation.

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