Carolyn M. Weiss, CPA – Named Chief Financial Officer Of The Pension Boards–UCC, Inc.

WEISS JOINS THE EXECUTIVE LEADERSHIP TEAM TO LEAD PBUCC’S FINANCIAL FUNCTIONS ENABLING THE OVERALL MISSION AND VISION.

SEPTEMBER 8, 2022

Carolyn Weiss Headshot

New York (September 8, 2022) – Carolyn M. Weiss, a financial executive with over three decades of experience, has been named Chief Financial Officer of the Pension Boards-United Church of Christ, Inc. (PBUCC), effective September 26, 2022. In this role, Weiss will lead PBUCC’s financial activities and functions in support of the overall mission and vision of the organization and will serve as a member of the organization’s Executive Leadership Team.

Weiss received a BA in German from the Pennsylvania State University and an MBA in Accountancy from Baruch College’s Zicklin School of Business. She is a New York State-licensed Certified Public Accountant, has passed Financial Industry Regulatory Authority (FINRA) Series 7 and Series 63 exams and the Chartered Financial Analyst (CFA) Level 1 examination.

Weiss comes to PBUCC from The New York Community Trust, where she served as Treasurer and Chief Financial Officer since 2014. From 2011-2014, she was Chief Financial and Investment Officer for FJC Inc., a public foundation that functions as a bank for non-profit organizations. Her prior experience also includes serving as CFO of the Leona M. and Harry B. Helmsley Charitable Trust (2009-2011); CFO of Healthcare Foundation of New Jersey (2006-2009); Accounting Professor at Kean University in Union, New Jersey and Centenary College in Xi’an, China (2002-2006); Vice President and Chief Operating Officer, Latin American Equities for Deutsche Bank (1993-1999); and Audit Senior Manager in New York and Duesseldorf, Germany for KPMG LLP (1987-1993). She has been a frequent speaker at numerous global conferences, on the topics of endowment and foundation investing; roles of consultants and fiduciaries; equity hedge funds; and employer/educator communications.

At PBUCC, Weiss will lead a team of finance professionals in financial planning and analysis; financial reporting; accounting; forecasting; cash management; banking relations; deal analysis and negotiations; investor relationships and partnership compliance; and private and institutional financing.

“We look forward to the contributions and insights Carolyn will bring to her leadership with us. Her extensive background and experience make her a tremendous asset and an excellent fit for our organization and its mission,” says Brian R. Bodager, President and CEO, Pension Boards-United Church of Christ.

Established in 1914, the Pension Boards-United Church of Christ operates at the intersection of faith and finance, partnering with those engaged in the life of the Church to provide valued services leading to greater financial security and wellness.