Islamorada Portfolio Manager Appointed to Burroughs Wellcome Fund Board

Islamorada Investment Management (IIM) congratulates Lauretta “Retz” Reeves on her appointment as chairman of the Investment Committee and member of the Executive Committee of the Board of Directors of the Burroughs Wellcome Fund. Based in the Research Triangle, North Carolina, The Burroughs Wellcome Fund is an independent private foundation dedicated to advancing the biomedical sciences by supporting research and other scientific and educational activities.

Reeves is the international equities portfolio manager at IIM, where she utilizes a value-based approach as she manages three international Spoke Funds®.
Reeves joined IIM in 2013. She previously served as a portfolio manager and co-chief investment officer of the Value Strategy at Hansberger Global Investors (HGI), where she was employed for more than 16 years. Before HGI, Ms. Reeves was a portfolio manager and senior vice president with Franklin Templeton Investments.

“I am honored to be part of the Burroughs Wellcome Fund Board of Directors,” Reeves said. “Their grants assist the careers of young scientists and advance important biomedical research and promote the study of science, mathematics and technology among North Carolina students.”

Reeves is a CFA® Charter Holder and a member of the CFA Institute and The CFA Society of South Florida. Also, she holds the designation of Accredited Wealth Management Advisor (SM) from the College of Financial Planning. She is a member of the Baptist Hospital Foundation Founders’ Society and the Upper Keys Century Business and Professional Women. Reeves also serves as a mentor for Take Stock in Children.

Founded in 2008 by Managing Partner Cale Smith, Islamorada Investment Management is a fee-only independent Registered Investment Adviser based in Islamorada in the Florida Keys. IIM manages five Spoke Funds ®, each of which contains a substantial investment by one or more of its managers in addition to clients.

The Burroughs Wellcome Fund (BWF), founded in 1955, is a private foundation dedicated to advancing biomedical sciences by supporting research and other educational activities. The foundation is located in Research Triangle Park, NC.

Cale Smith

About Cale Smith

Portfolio Manager at Islamorada Investment Management.

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