Investment Advisory Board
Investment Advisory Board members play a vital role in the Community Foundation of the Ozarks. Their distinguished backgrounds enable them to advise the Foundation on investment policy, asset allocation and the selection of fund managers.
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Mark Nelson
Chair of Investment Advisory Board; Certified investment management analyst (CIMA); vice president and wealth management advisor for Merrill Lynch, Springfield |
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Ron Neville
CPA; former CFO of American Century Investments in Kansas City; currently a private investor and former Chairman of the Board for CFO, Springfield |
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Thomas J. Carlson
Real estate developer, attorney and former mayor of Springfield. |
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Nadia Cavner
Executive Vice President of the Nadia Cavner Group at BancorpSouth Investment Services, Springfield |
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John Cooper
Vice President of Harry Cooper Supply Company, Springfield |
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William H. Darr
Founder and CEO of American Dehydrated Foods, Inc., Springfield |
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Greg DeLong
Financial advisor and part owner of Edward Jones Investments, Springfield |
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William R. Hardie Investment counselor and retired vice president of Boatmen’s National Bank, Springfield |
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Michael Horrell
CPA/managing member of Michael Horrell & Associates, LLC. Ste. Genevieve, MO |
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William W. Miller, Jr.,
CPA; shareholder, Kirkpatrick, Phillips & Miller, CPAs P.C., Springfield |
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Mary Beth O’Reilly
Founder of Breast Cancer Foundation of the Ozarks; former secretary of the board for O’Reilly Automotive prior to the company becoming a publicly held corporation, Springfield |
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Jewell Thompson Schweitzer
Private investor, corporate officer and real estate developer, Springfield |
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Lori Smith
Wells Fargo Advisors, LLC, Joplin |
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Doug Thornsberry, Springfield |
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Robin Walker
Walnut Capital Management, Springfield |
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Gary L. Wortman
CPA; former partner at BKD with 25 years in public accounting, Springfield |