REPRESENTING (ARCH)DIOCESE OF: San Jose
POSITION TITLE: Chief Financial Officer
NUMBER OF YEARS IN CURRENT POSITION: Two plus years at the Diocese of San Jose and six plus years at the Archdiocese of Washington prior to that.
NUMBER OF DFMC CONFERENCES ATTENDED: 7
BRIEF DESCRIPTION OF DUTIES AND ACCOMPLISHMENTS: My time is split between my two vocations, the diaconate and Chief Financial Officer for the diocese. For the latter, like any CFO, I am responsible for all financial matters coming in front of the diocese. As part of my duties, my initial objective, as it was in Washington, was to review our vendors to determine that we had vendors who would actively partner with the diocese. In my two years in San Jose, we have replaced our auditor, trustee (for both investments and our pension plan), actuary and commercial insurance broker. I have also instituted two partial annuitizations of our lay pension plan in San Jose and have done several voluntary and one mandatory pension buy back in both Washington and San Jose.
In San Jose, I am also part of the Pastoral Planning Implementation team, where we are taking the recommendations from the diocesan-wide synod and putting them into practice, with a goal of both spiritual and structural renewal. I am also a trustee for RETA, a healthcare VEBA that serves 37,000 Catholic employees. In Washington, I was also a board member for
the Catholic Umbrella Pool.
As a deacon, I serve primarily in the diocese of Oakland at St. Michael’s in Livermore, California but I also serve occasionally in San Jose. I have just passed my fifth-year ordination anniversary and do my best to draw closer to God and bring others with me. I have been very fortunate that, in each of our six relocations, God has put us in a place that allowed our faith to grow. My current parish assignment allows me to provide a weekly one-minute video reflection on the current week’s gospel and has given me the opportunity to lead several parish retreats.
BRIEFLY DESCRIBE YOUR BACKGROUND PRIOR TO WORKING FOR THE (ARCH)DIOCESE: Working backwards, I worked six years in the Archdiocese of Washington, thirteen years working with private equity in Atlanta buying and selling affiliated television stations, roughly five years working in Dallas for both an IT-based hospitality firm and a large radio station holding company and fourteen years at PricewaterhouseCoopers in Dallas, Toledo, Leeds England and Cleveland.
ANY PERSONAL INFORMATION: I have been married to Kathleen for 37 years have two children, Kevin (31) and Scott, who passed away in 2023.
EDUCATION, CERTIFICATIONS, ETC.: BS in Accounting from the Miami University (Ohio). I was a CPA but let the license lapse some years ago.
PARISH/CHURCH AFFILIATIONS: As previously mentioned, my home parish is St. Michael’s in Livermore, CA.