Investments and General Accounting is responsible for centralized accounting and financial reporting for endowment funds, campus foundations, other UC affiliated organizations and deferred gifts. This area is also responsible for participant accounting for the General Endowment Pool, Short Term Investment Pool and Total Return Investment Pool, including recording and reconciling investment transactions, as well as accounting and recording investment activity for the University of California Retirement Plan (UCRP) and University of California Retirement Savings Plan (UCRSP) funds, including pool processing for the UCRP and Department of Energy Laboratory segments.

The Investments and General Accounting unit is responsible for: centralized accounting (endowments and inve stments), investment pools (STIP, GEP, TRIP & UCRP), endowment and trust administration and cashiering and cash reporting.

See also

Linda Tam

Manager

Phone: (510) 287-3341

Email

Investments and General Accounting

Craig Ledebur

Team Lead

Phone: (510) 987-9950

Email

Alvin Thai

Team Lead

Phone: (510) 987-9896

Email

Jasmine Ye

Accountant

Phone: (510) 287-3834

Email

Adam Frankel

Accountant

Phone: (510) 987-0490

Email

Trista Lee

Accountant

Phone: (510) 587-6431

Email

Vacant

Accountant

Vacant

Accountant

Susan Paskowski

Planned Giving

Email