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Hospital for Special Surgery Defined Benefit Plan
The Hospital for Special Surgery Defined Benefit Plan was established to manage retirement obligations for the New York-based medical institution. Bryan T.
Hospital for Special Surgery Defined Benefit Plan
The Hospital for Special Surgery Defined Benefit Plan was established to manage retirement obligations for the New York-based medical institution. Bryan T. Kelly serves as the primary named operator through his hospital leadership position. The plan lists Thomas H. Lister and Robert K. Steel as Co-Chairs of the Board of Trustees. Investment activity centers on short-term investment funds and growth capital. The plan holds a position in Lexington Capital Partners IX. Geographic exposure remains concentrated in the United States with additional real estate holdings in New York City. The plan lists Christopher Dunleavy as Executive VP and CFO effective January 2025. Stacey Malakoff previously served as CFO and continues as Senior Advisor. Rick Rieder and Mary Ann Deignan sit on the Board of Advisors. Governance ties directly to Hospital for Special Surgery Fund, Inc. and the hospital's operating leadership rather than an independent investment vehicle.
General information
Firm type
Pension Fund
Year founded
1863
Location
Region
North America
Country
United States
City
New York
Corporate office
New York, United States
Principals
Bryan T. Kelly
President and CEO of Hospital for Special Surgery
Christopher Dunleavy
Executive VP and CFO
Thomas H. Lister
Co-Chair of the Board of Trustees
Robert K. Steel
Co-Chair of the Board of Trustees
Reginald Odom
Plan Administrator for the Retirement Plan
Sector focus
Frequently asked questions
Who runs investment decisions at Hospital for Special Surgery Defined Benefit Plan?
Bryan T. Kelly holds oversight through his position as President and CEO of Hospital for Special Surgery. Thomas H. Lister and Robert K. Steel serve as Co-Chairs of the Board of Trustees.
What asset classes does the plan deploy into?
The plan allocates to short-term investment funds and growth capital. It maintains a position in Lexington Capital Partners IX.
Where does the plan hold real estate exposure?
Holdings include multiple commercial properties on the East Side of Manhattan including 535 East 70th Street and addresses on East 74th Street.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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