Helmsley Trust CIO Roz Hewsenian announces intention to retire


After 12 years as Chief Investment Officer at the Leona M. and Harry B. Helmsley Charitable Trust, Rosalind (Roz) Hewsenian has announced her intention to retire.

Institutional investors The 2018 Lifetime Achievement Award winner will step down at the end of 2023, according to an announcement on Wednesday. Joshua Fenton, Chief Investment Officer of the Helmsley Trust, will take up his post on January 1, 2024.

“It has been an absolute pleasure to serve as Helmsley’s Chief Investment Officer and to see firsthand how our investment strategy has helped improve the lives of countless people around the world,” Hewsenian said in a statement. “It has been a privilege to work alongside a team of innovative and creative people who are always looking for ways to improve the world around them.”

Even though she is retiring, Hewsenian will still be involved at Helmsley. She plans to become a member of Helmsley’s investment committee, according to the announcement.

Hewsenian joined the organization in 2010 – it was her first role as Chief Investment Officer. She quickly got to work, developing an investment office that was eventually named a finalist for Team of the Year at II‘s 2018 Allocators’ Choice Awards.

Prior to joining Helmsley, Hewsenian was managing director at Clay Finlay and a partner and senior investment consultant at Wilshire Associates. Hewsenian spent 21 years in Wilshire, where she was the principal consultant for the California Public Employees’ Retirement System, among other organizations.

She started her career as a special education teacher, then went back to school for an MBA, which landed her jobs at Kraft Foods Group and PepsiCo in their company pension plans.

Fenton, his successor, joined Helmsley two years after Hewsenian. Previously, he held analyst and portfolio manager positions at Breeden Capital Management, Clay Finlay and Gabelli Asset Management.

He is currently primarily responsible for the organization’s investments in public markets.

“Roz has been an outstanding mentor throughout my career, and I’m excited to continue working with our team to fulfill the trust’s mission of helping people live better lives,” Fenton said in a statement. . “I am grateful to the directors of Helmsley for this opportunity.”

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