# The Calvert School Pension Plan

The Calvert School Pension Plan is a Pension Fund based in Baltimore, United States.

## Overview

- **Organization type:** Pension Fund
- **Headquarters:** Baltimore, United States
- **Region:** North America
- **Address:** 105 Tuscany Road, Baltimore, MD 21210
- **Assets under management:** Undisclosed
- **Website:** www.calvertschoolmd.org
- **LinkedIn:** https://www.linkedin.com/company/calvertschool

## Regulatory record

- **Reports private funds:** No

## About

The Calvert School Pension Plan is the defined retirement vehicle for the Calvert School, a private coeducational day school founded in 1897 in Baltimore's Tuscany-Canterbury neighborhood. The plan serves the school's faculty and staff, operating as a single-employer pension fund tied to the institution's broader financial architecture, which also includes a separate endowment. Governance rests with the school's Board of Trustees, chaired by Ned Insley, with Brittany Bramhall serving as Treasurer. Strategy is guided by an Investment Committee whose membership reflects deep ties to Baltimore's institutional asset-management community. The committee is chaired by Josh Perry, a Managing Director at private equity firm Southfield Capital. Henry Hopkins, a trustee and former Head of Legal at T. Rowe Price, serves as Lead Independent Director of Brown Advisory Funds and brings mutual fund governance and regulatory experience to oversight of the plan. Mary Miller, another trustee, is the former Director of Fixed Income at T. Rowe Price and a former Interim SVP for Finance at Johns Hopkins University. Scale and specific deployment figures are not publicly disclosed. The plan's administrative footprint is minimal; no dedicated investment staff or separate office is maintained outside the school's Tuscany Road campus. Amy Seto, CFO of the Baltimore Community Foundation, serves on the school's Finance Committee, reinforcing a web of local institutional fiduciary relationships. Recent operational events tied specifically to the pension plan are not a matter of public record. Structurally, the plan is distinguished by its governance density relative to its probable size. An investment committee featuring veterans of T. Rowe Price's legal and fixed-income divisions, Johns Hopkins' finance leadership, and private equity dealmaking is unusual for a single-school pension plan. This architecture embeds a level of fiduciary and investment oversight that mirrors endowment governance at far larger institutions, reflecting Calvert School's deep integration with Baltimore's financial establishment.

## People

- Ned Insley — Chairman of the Board of Trustees
- Brittany Bramhall — Treasurer of the Board of Trustees
- Andrew Holmgren — Head Master and Ex-Officio Trustee

## Questions

### Who runs investment decisions for the Calvert School Pension Plan?

The plan is governed by the school's Board of Trustees, with an Investment Committee chaired by Josh Perry, a Managing Director at private equity firm Southfield Capital. Committee members include Henry Hopkins, former Head of Legal at T. Rowe Price and Lead Independent Director of Brown Advisory Funds, and Mary Miller, former Director of Fixed Income at T. Rowe Price. The committee operates without a dedicated internal investment staff, relying on the expertise of its trustee members.

## Related profiles

- [The Butler Family Foundation](https://altss.com/profile/the-butler-family-foundation)
- [The Campbell Foundation](https://altss.com/profile/the-campbell-foundation)

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Last updated: 2026-08-11T02:43:31.692Z

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