URI Foundation - Investment Committee

URI Foundation, Inc.
The URI Foundation is an independent entity operating for charitable purposes as a
support organization under 509(a)(3) of the IRS code. It was created by URI’s Global
Council as a competent, trustworthy vehicle for managing and investing URI’s
endowment and strategic reserves – keys to supporting URI’s core activities around the

The Foundation Board has established an Investment Committee as well as Investment,
Socially Responsible Investing and Spending policies. Working with the Investment
Committee, the Foundation Board oversees investments; monitors its endowment
investment performance and the usage of the funds by URI to ensure compliance with
the Investment and Spending policies; reviews and updates the Investment and
Spending policies as necessary; and coordinates the relationship with investment
advisors and managers to ensure optimal performance of the endowment and strategic


Keley Petersen

Chair Investment Committee

With over 29 years of global experience in the financial services industry, Keley founded Willow Grove Advisors in 2009.

Beginning her career with Kidder Peabody in New York and London on the Fixed Income Sales and Trading desk, Keley worked with central banks globally. She held the position at Kidder of Director of Progressive Portfolio Services at Progressive Asset Management, where she developed investment strategies and recommended money managers to individuals and institutions interested in socially responsible investing. She spent three years at Progress Investment Management, where she was Director of Manager Development, researching and recommending women-, minority-owned- and emerging money managers and hedge funds to institutional clients/public funds. She then went on to be a Senior Manager and Practice Leader at Deloitte & Touche, where she launched a new specialty service practice offering investment-consulting services to wealthy individual clients. Subsequently, Keley had positions as the C.O.O. at Hewins Financial Advisors and in the Ultra High Net Worth Group as a Wealth Manager at Contango Capital Advisors. At these companies, she assumed responsibility for large, multi-entity clients and expanded her capabilities for providing wealth management services to global, multi-constituency, multi-currency families.

Keley received a BSBA from University of Nebraska at Omaha and an MBA from the Harvard Graduate School of Business.

Shilpa Andalkar

Investment Committee Member

Shilpa is a wealth manager at Ensemble Capital. She focuses on customized portfolio management, retirement and tax planning as well as complex trust and estate planning for high net worth families and institutions. Prior to joining Ensemble Capital, she was an Associate Financial Advisor at Brio Financial Group in San Francisco. Previously, she was a Senior Vice President and investment advisor with HIP Investor, specializing in impact investing portfolio solutions. In the past, she also worked to inform citizens on the environmental impacts of clean air, water, and local food with organizations in the Bay Area. Shilpa holds a B.S. in Management Science with honors from the University of California, San Diego and is a Certified Divorce Financial Analyst CDFA (R). Shilpa loves to learn and practice new styles of dance. She also enjoys traveling to new countries.

Jennifer Ayer

Investment Committee Member

As Managing Director for Tiedemann Advisors, Jennifer has direct responsibility for managing client relationships. She works closely with clients to understand their goals and objectives; manage their investments, including impact investing; and integrate their investment strategy, philanthropy, and estate planning into a cohesive wealth management plan. Jennifer co-leads the firm’s impact investing strategy and directly oversees the firm’s equity & inclusion impact theme. She is also a member of Tiedemann’s Diversity, Equity and Inclusion Committee.

Prior to Tiedemann, Jennifer was a wealth manager at Wetherby Asset Management where she offered investment and planning solutions to high-net-worth individuals, families and their foundations. Jennifer was a Director and General Partner at Venture Investment Associates, a fund of private equity funds, and Marketing Director at Samson Capital (now Fiera). Jennifer developed her wealth management expertise at Wilmington Trust in New York as a Managing Director and Senior Client Advisor, leading a team as the deputy head of the New York office.

Jennifer is an Impact Alumni of Full Circle Fund and earned a Bachelor of Arts from Connecticut College. Originally from Philadelphia and New York, she currently resides in San Francisco with her husband, Ethan, and their three children.

Lauriann Delay, CFA

Investment Committee Member

Lauriann is a principal of an investment advisory practice at Alex. Brown & Co. She has been in the financial services industry serving private and institutional clients for over 30 years as such firms as Morgan Stanley, Goldman Sachs, BNY Mellon and Citibank. Assisting affluent families, foundations and middle market companies, the core tenet of her practice centers around helping clients protect and grow their financial assets, In her role as Client Advisor, Lauriann employs a holistic approach to investment management, using external investment managers for implementation and execution after careful design of portfolio construction incorporating her clients’ long-term objectives.

Lauriann received her MBA from New York University and earned her undergraduate degree with honors from Hunter College. She is a member of the CFA Society of San Francisco. Believing that giving back is as important as achieving her professional goals, Lauriann has extensive non-profit board experience including the Rene and Veronica di Rosa Foundation where she is Bard of Directors Emeritus, Mills College where she served as Chair of the Investment Committee and Lewis & Clark College where she was on the Parent’s Advisory Council.

Lauriann is originally from New York and now lives in San Francisco. She has two adult daughters and enjoys her yoga/Pilates practice, art, music and art festivals (like Burning Man), Lauriann also enjoys long walks on the beach in East Hampton with her French Bulldog and Havanese.

Dylan Malot

Investment Committee Member

Joseph Dylan Malot is a Principal and Financial Advisor in the San Francisco office of Bernstein Private Wealth Management. He advises individuals and institutions regarding a wide range of financial planning and investment matters, tailoring comprehensive strategies uniquely suited to each client’s individual resources, tax situation, risk tolerance, and estate planning goals. Prior to joining the firm in 2015, he was a financial advisor with MassMutual in San Francisco.

Dylan earned a BA in philosophy and psychology from the University of California at Davis and a Master’s of Science in financial services from The American College. Dylan is currently the president of the San Francisco Association for Corporate Growth.  He lives in Pacifica with his wife and two young children.

Michelle Owens

Investment Committee Member

Michelle is a Financial Advisor at Behnam & Associates, a financial advisory practice of Ameriprise Financial Services, LLC. Michelle works with clients who are seeking a holistic approach to the advice they receive, involving detailed and on-going financial planning as well as investment management. Her objective is to ensure that clients live a life they love. She has over 30 years of experience in the financial services industry, including firms such as Goldman Sachs and Morgan Stanley.

Michelle earned a B.A. in biological sciences from Northwestern University and an MBA from Harvard University. She has been the Managing Director of the Non-Profit Community Development Corporation of DC (NPCDC) for over 20 years. NPCDC is a 501(c)(3) with the mission of initiating, sponsoring, and operating housing and economic development projects that create economic stability and upward mobility for low-income families in metropolitan Washington, DC. With more than 500 units of affordable and low-income housing, NPCDC touches the lives of over 1,000 individuals and families.

Faraz Sattar

Investment Committee Member

After several years as the Chief Financial Officer of a wealth management firm and investment management, Faraz decided that founding Accretive Wealth Management was the best way to put his experience and knowledge to work on behalf of clients. By taking a comprehensive and caring view of wealth management, Faraz believes that Accretive Wealth Management can offer clients a suite of services with the personal touch they deserve. 

For the past ten-plus years, he has been servicing clients: individuals, businesses, and others. His experience, over the last 2 decades in the financial services industry, includes manager of investment advisors, supervisor of IT and operations, head of finance and accounting functions, and a buy-side equity analyst, working for companies such as Contango Capital Advisors, Montgomery Asset Management and Wells Fargo Bank. He holds a BS in Finance from Bryant College. He has also served on several non-profit boards and charities.

Lauren Sercu

Investment Committee Member

Lauren joined Sorenson Impact Foundation in June 2022, where she oversees the Foundation's market-rate investment portfolio, which is 100% mission-aligned, as well as the Foundation's grant and program-related investment portfolio.

Lauren is a partner in the Sorenson Impact Group, a multi-disciplinary organization focused on catalyzing intentional, scalable, and equitable investing to help solve complex, global social, and environmental challenges.

Prior to joining Sorenson, Lauren served in numerous roles, including Managing Director at Sepio Capital, where she managed the URI Foundation account. Prior to Sepio, Lauren served in numerous roles at Cambridge Associates.

She is a graduate of Claremont McKenna College.