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Lori Wachs Appointed to the Barbara Bush Foundation for Family Literacy’s Investment Committee

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~ Consumer analyst and fund manager brings expertise on emerging trends to the committee ~

Tallahassee, Fla. – The Barbara Bush Foundation for Family Literacy is pleased to announce that Lori Wachs has joined the nonprofit’s Investment Committee.

Wachs is a consumer analyst and fund manager with more than 20 years of benchmark-beating investment experience. After beginning her career as an analyst for Goldman Sachs, she spent nearly two decades as a portfolio manager for Delaware Investments, where she helped oversee the investment of $4 billion in various institutional and mutual fund products. Most recently, she served as president of her own fund, Cross Ledge Investments. Throughout her career in finance, Wachs has demonstrated her keen ability to identify companies that transformed their industries by capitalizing on emerging trends, and support these companies’ growth into dominant industry players.

“Our Investment Committee provides thoughtful analysis of our managers’ ability to meet or exceed benchmarks,” said Liza McFadden, president and CEO of the Barbara Bush Foundation. “Lori’s 20-plus years of experience demonstrate a record which will assist us in best managing our hard-earned resources.”

The Barbara Bush Foundation has created its investment portfolio through careful and conservative management, with the primary objective of protecting the principal investment. The Investment Committee, which provides oversight and guidance for the portfolio, is composed of a stalwart group of business professionals, most of whom serve in investment management capacities with national organizations or were appointed for their business acumen.

Wachs is a magna cum laude graduate and a Benjamin Franklin Scholar from the Wharton School of the University of Pennsylvania, where she majored in finance and minored in East Asian studies. She currently serves as vice chair of the Trustees’ Council of Penn Women, an international leadership network of University of Pennsylvania alumnae with a mission to support, foster and promote the advancement of women and women’s issues.

About the Barbara Bush Foundation for Family Literacy: The Barbara Bush Foundation—a public charity—is the nation’s leading advocate for family literacy. It is one of only 112 education nonprofits rated “Platinum” by GuideStar for transparency and focus on results. To learn more about the Barbara Bush Foundation for Family Literacy’s commitment to promote family literacy in homes across America, please visit www.barbarabush.org or join the conversation on Facebook or Twitter (@BarbaraBushFdn).

Get in Touch

You may also contact us by phone at 850.562.5300 or by mail at:
Barbara Bush Foundation for Family Literacy
516 North Adams Street • Tallahassee, Florida 32301