Marie N. Berggren
Chief Investment Officer and
Vice President - Investments,
Office of the President and
Acting Treasurer of The Regents
As chief investment officer, Ms. Berggren is responsible for overseeing the University of California investment portfolio.
Before joining the Treasurer’s Office in 2002, Ms. Berggren was Executive Vice President/Department Head of Venture Capital Investments for Bank One Corporation. While employed at Bank One and its predecessor organization, First Chicago Corporation, she was the Senior Vice President and Department Head of the Corporation’s Mergers and Acquisitions activity. Prior to that she was the Managing Director of Public Equities and Director of Research for First Chicago Investment Advisors (the predecessor to Brinson Partners). Ms. Berggren earned her MS in Management from Stanford University Graduate School of Business, and a BA in Economics from the College of New Rochelle.
The UC Board of Regents
has the fiduciary responsibility under the state
constitution for overseeing UC's pension and endowment
funds. In 2000, The Regents modified the reporting
responsibilities of the treasurer's office and revised
asset allocation policies for the university's portfolio.
Under this structure, the Treasurer's Office reports
to The Regents on the performance of the investment
portfolios and to the Office of the President for
administrative operations, campus and campus foundation
services and its budget.
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