James M. Howell, CFA, CTP, is the Chief Financial Officer of San Diego Foundation. Previously, he served as Chief Investment Officer and Director of Finance at The Scripps Research Institute (TSRI), responsible for Investments, Treasury, Risk Management, Tax, and associated Audit and Control activities. In that capacity, Mr. Howell worked actively with TSRI’s Governance Committees, Chief Financial Officer, and staff, directing banking, insurance, and investment management relationships for over $1.6 billion of endowment, pension, and other assets.
Prior to joining TSRI in 2007, Mr. Howell spent 17 years at United Parcel Service, Inc. (UPS) in progressively advancing capacities, most recently as Director, Capital Markets, from 2004 – 2006, and UPS Retirement Plan, Alternative Investment Officer, from 2000 – 2004. In earlier roles, Mr. Howell led treasury and acquisitions strategy for a start-up subsidiary as Vice President, Finance, UPS Capital Corporation, assisted coordinating the largest initial public offering at the time, a $5 billion issuance of UPS Class B shares and arranged in excess of $3 billion public debt and structured equipment financings.
A member of the Association for Financial Professionals, Certified Treasury Professional, and Chartered Financial Analyst, Mr. Howell earned a Bachelor of Industrial Systems Engineering degree from Georgia Institute of Technology and a Master of Business Administration degree from Georgia State University. Mr. Howell presently serves on the Investment Advisory Committee of Loma Linda University and is a former Editorial Board Member of The Institutional Real Estate Letter.