# Hospital for Special Surgery Defined Benefit Plan

Hospital for Special Surgery Defined Benefit Plan is a Pension Fund based in New York, United States.

## Overview

- **Organization type:** Pension Fund
- **Headquarters:** New York, United States
- **Region:** North America
- **Address:** New York, United States
- **Founded:** 1863
- **Assets under management:** 393 (Altss estimate)
- **Website:** https://hss.edu
- **LinkedIn:** https://www.linkedin.com/company/hospital-for-special-surgery

## Regulatory record

- **Reports private funds:** No

## About

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.

## Sectors

- Healthcare Services

## People

- 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

## 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.

## Related profiles

- [Samford University Endowment](https://altss.com/profile/samford-university-endowment)
- [Legacy Wealth Management](https://altss.com/profile/legacy-wealth-management)

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Last updated: 2026-06-03T20:00:00.000Z

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