Rosalie Sheehy Cates combines respect for the fiduciary role with a curious and generative approach to strategy and investing. Rosalie has helped boards investigate new strategies, make decisions and craft policies and procedures. She also trains and mentors foundation staff and investment committees, often by working through investing transactions hands-on. Rosalie has written two investment-focused reports on diversity, equity and inclusion in foundations and she works closely with foundation collaboratives, particularly around sustainability issues.
Rosalie was CEO of a $45 million non-profit loan fund in Montana for 14 years. She lived in Wisconsin during the 1980s, where she was an organizer for family farms and sustainable agriculture and helped with her family’s small cattle operation.
Rosalie lives in Missoula, Montana, where she is part of an informal investor group, reads and walks a lot and has served as vice-chairperson of the board of Headwaters Foundation.