Independent Boards
Mark Baumgartner, Ph.D.
Mutual Fund Board Chair
CEO/CIO - University of Florida Investment Corporation (UFICO)

Mark Baumgartner is the CEO/CIO of the University of Florida Investment Corporation (UFICO). Previously, he has served as Chief Investment Officer of the Dalio Family Office (DFO), a philanthropic organization focused on health, conservation, and education. Prior to DFO, he was CIO at Carnegie Corporation of New York, a private foundation supporting peace, democracy, and education, and CIO at the Institute for Advanced Study, a research foundation in Princeton, New Jersey. His previous roles include Director of Asset Allocation and Risk at the Ford Foundation and co-head of Morgan Stanley’s institutional solutions group.

Before joining Morgan Stanley, Mark was a Portfolio Manager at two hedge funds: Quantal Asset Management, a quantitative equity market neutral fund, and Strategy Capital, a fundamental equity fund. He began his career as a management consultant.

Mark is a member of the Board of Directors of Scientific Technologies Ltd, Chair of The Investment Fund for Foundations Investment Program (TIP), and a Trustee and Chair of the Investment Committee for the YMCA Retirement Fund. He served on the Board of Directors and Investment Program Committee for the Foundation Financial Officers Group (FFOG).

He received a Ph.D. in Aerospace Engineering and a Certificate in Public Policy from Princeton University. He also holds the Chartered Financial Analyst designation.

More Team Members
Alyssa Rieder
Advisory Board Member
Bola Olusanya
Advisory Board Member
Deborah D. Boedicker, CFA
Advisory Board Member
Jennifer Deger
Mutual Fund Board Member
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