As the Investment Officer for Franklin & Marshall College, Elizabeth manages the investments for the endowment, treasury and 403(b) retirement plan. Her tenure with Franklin & Marshall began in 1998 – the same year the college first invested in hedge funds and private equity – which has allowed Elizabeth to work across all assets classes and strategies. As the primary liaison to the College’s Trustee Committee for Investments, she is responsible for the implementation of investment policy and ensuring the endowment integrates and aligns with the College's goals, strategies and operations.
Ms. Dunlap also manages the College's operating cash. She designed and implemented the cash management program, crafting the investment strategy and cash flow analysis to ensure liquidity, preserve capital and optimize returns.
The investment office oversees the investment options for the 403(b) retirement plan, working in partnership with Human Resources to deliver a high quality plan to participants.
M.B.A. in Management from California State University, Hayward, CA.
B.S. in Business Administration-Finance from California Polytechnic State University, San Luis Obispo, CA.
Since its inception in 1998, Ms. Dunlap has served as the staff advisor to the Student Managed Investment Portfolio. The "SMIP" provides students a dynamic investing experience by allowing students to manage a portion of the College's endowment. With seed capital from donors, the students analyze companies, select stocks, manage risk and communicate their philosophies and results to stakeholders. The for-credit course is taught by Assistant Professor Seth Kopchak.
Ms. Dunlap serves as the staff advisor to the Benjamin Franklin Financial Services Honor Society, a student-run organization designed to facilitate internships and job placements for students interested in the financial services industry. Formed in 2011, the Society provides opportunities for highly motivated, academically successful students to build their skills through technical training, public speaking, field trips to financial centers and relationship-building with alumni.