Clare G. Golla

Clare G. Golla

National Managing Director,
Foundation and Institutional Advisory Services, Bernstein

As National Managing Director of Bernstein’s Foundation and Institutional Advisory team, Clare Golla and her team drive business strategy, thought leadership, and implementation of comprehensive investment management for foundations and other tax-exempt institutions. As a leader at the firm, Clare serves as a member of AB’s global Corporate Responsibility Advisory Council, and as chair of the firm’s Central Region Diversity Champions Council. A frequent public speaker and writer, she also hosts “Inspired Investing,” a podcast dedicated to nonprofit and philanthropic financial health and best practices. Clare joined Bernstein in 2010 as a financial advisor, she was promoted to Principal in 2016, Managing Director in 2018, and Senior Vice President in 2019. Prior to joining the firm, Clare led the institutional practice for a leading community development financial institution. She earned her BA, magna cum laude, from Harvard University, her MA from The University of Chicago, and she is a CERTIFIED FINANCIAL PLANNER™ professional. Clare has served on numerous boards and finance committees and currently acts as Treasurer for the Albert Pick, Jr. Fund. She lives with her family in Oak Park, Illinois.

Keynote
Navigating a Changing Landscape: Critical Issues for Fiduciaries
Clare Golla, Bernstein

Confronted with new disruptions, risks, and industry trends, fiduciaries for nonprofits and foundations face a formidable task—developing strategies that support your institution’s financial success and mission fulfillment both in today’s rapidly shifting environment and over the long term. It’s time for organizations to re-examine expectations and the interplay among investment policies and portfolio strategies, revenues, […]

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