University of Colorado System

03/23/2023 | Press release | Distributed by Public on 03/22/2023 20:49

Search for CU treasurer underway CU Connections March 23, 2023

The search for the University of Colorado's next treasurer is underway. A search committee, co-chaired by Regents Nolbert Chavez and Ken Montera, met on Wednesday to begin the process. The university treasurer is one of only five positions at CU that reports directly to the Board of Regents (with a dotted line to the chief financial officer).

The treasurer serves as the university's chief investment officer and is responsible for all treasury functions, including investing university funds, cash and investment management, debt management, accounting for those functions and managing banking relationships. The treasurer is also co-fiduciary for CU managed retirement funds (401a, 403b and SERP).

The search, national in scope, will use the services of search firm DHR. At its kickoff meeting, the search committee members (the committee's composition is articulated in Regent Policy 3.C.) reviewed the charge to the committee, a projected timeline and received implicit bias training. The process is expected to be complete sometime in summer.

The new treasurer will replace Dan Wilson, who has served as interim treasurer since December. Wilson retired in 2021 after spending six years as CU's treasurer. He came out of retirement to replace Tony Vu, who left the university.

In addition to Chavez and Montera, the members of the search committee are:

  • Chad Marturano, system vice president and chief financial officer
  • Dan Wilson, interim treasurer
  • Carol Callaway Dee, associate professor and director of accounting programs, CU Denver
  • Chris Hilton, student, CU Denver
  • Kimberly Slavsky, CU Staff Council, CU Anschutz Medical Campus
  • Ryan Davis, associate vice chancellor of budget, planning and analysis and deputy CFO, CU Anschutz Medical Campus
  • Nora Sandoval, system assistant vice president for budget and business operations
  • Kathy Lutito, senior vice president, finance - LUMEN/CenturyLink, and president and chief investment officer, CenturyLink Investment Management
  • Kathy Nesbitt, executive director, Office of Human Resources, City of Denver (former CU vice president for administration)
  • Jacob Pruitt, president, Fidelity Charitable

The committee is receiving administrative support from non-voting representatives of system administration, including Jeremy Hueth, vice president, university counsel and secretary to the Board of Regents; Felicity O'Herron, chief human resources officer and associate vice president of Employee Services; Judi Diaz Bonacquisti, senior diversity officer, and others.