Oglethorpe University Endowment

CFO and COO Pete Stobie oversees endowment management as part of his financial leadership role, reporting to President Kathryn McClymond. The university's board of trustees, which includes retired KPMG managing partner Milford McGuirt, provides governance oversight. Day-to-day investment management structure, including any outsourced CIO relationships, is not publicly disclosed.

The Student Led Investment Fund is an experiential learning program in which Oglethorpe undergraduates manage a real portfolio under faculty supervision. Trustee Milford McGuirt, a retired KPMG managing partner, serves as co-instructor. The fund operates separately from the main endowment but serves a dual purpose: training students in portfolio management and building alumni affinity that supports future fundraising.

The Gray Stone Society is Oglethorpe University's recognition society for donors who have contributed $1 million or more cumulatively. Members include The Coca-Cola Foundation, a long-standing institutional partner. The society functions as a major-donor stewardship vehicle, which is structurally relevant because multi-million-dollar donors often influence the endowment's growth trajectory and, in some cases, its investment priorities.

Trustee Milford McGuirt is a retired KPMG managing partner who co-instructs the Student Led Investment Fund. His relationship brings professional-services expertise to the investment program and governance oversight to the board, but KPMG itself has no publicly disclosed advisory or audit relationship with the endowment.