August 1, 2024 | Vol. XXIII, Issue 34

Johara Farhadieh Becomes Wespath's New CIO

Johara Farhadieh is Wespath's new chief investment officer (CIO), beginning today,
August 1
. Her promotion to CIO completes the succession plan that began 10 months ago when she joined Wespath as deputy CIO.

Farhadieh is a proven leader with a track record of investment success and a commitment to supporting mission-driven organizations. You can learn more about her in Wespath's announcement about her new role.

Farhadieh replaces Dave Zellner, who is retiring today after 27 years leading the investment division. We are grateful for his many years of dedicated service to our participants, plan sponsors and institutional investors.

Participant Communications: Dimensions

Earlier this week, participants received the July issue of Dimensions, Wespath's quarterly newsletter featuring curated well-being content based on unique participant needs and benefits enrollment. Articles cover available HealthFlex services for clergy during reappointment season, tips on avoiding investment scams, advice for eliminating student debt, financial lessons learned by Wespath's new chief investment officer, a reverend's reflections on clergy financial well-being, and an ice-cream recipe full of flavor, minus the added sugars!

Recording Available: July 30 General Conference / Compass Update Call

Please click this link for a recording of our most recent Compass/General Conference Update Call. The next call will occur in September: date, time and Zoom link will be provided in an upcoming issue of the On Board Express. Please contact your Client Relations Manager if you have any questions.


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