IU Foundation names co-chief investment officers

BLOOMINGTON – Interim IU Foundation President and CEO J T. Forbes has appointed Jim Bergstrom and Abe Weldy to serve as IU Foundation co-chief investment officers, effective April 1.

Jim Bergstrom

The appointment, made in close consultation with the IU Foundation Board Investment Committee, was prompted by the impending March 31 retirement of Gary Stratten, the current executive vice president for investments and chief investment officer.

Abe Weldy

The chief investment officer provides strategic and operational leadership for managing the foundation’s endowment.