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Investment Office

The Investment Office oversees the university’s endowment portfolio. This includes working with and monitoring existing managers, evaluating new investment opportunities, working with outside consultants and advisory firms, and performance reporting.
In addition, the Investment Office works closely with the Treasurer's Office, which is responsible for overseeing and managing internal control functions related to the investment portfolio as well as custodial, depository, legal, audit, and other operating functions of the investment program.


As of December 31, 2014, the market value of Colgate's endowment investment portfolio was approximately $856 million.

Contact Information

13 Oak Drive
Hamilton NY 13346

Phone: 315-228-6017
Fax: 315-228-6639


Joseph S. (JS) Hope, chief investment officer
308 James B. Colgate Hall

Heather Palmer, assistant director of treasury services and endowment operations
305 James B. Colgate Hall

Ellie Schmidt, investment analyst
308 James B. Colgate Hall