Overview

Wespath Benefits and Investments is a not-for-profit administrative agency of The United Methodist Church. Wespath is responsible for the general supervision and administration of retirement, health and welfare benefit plans and programs, and investment fund management for more than 100,000 active and retired clergy and lay employees in the U.S. and around the world. Wespath has been honored as a Chicago-area Best and Brightest Companies to Work For® for six years in a row, as well as several national recognitions.

Specialties

Our operations include retirement services, health care, investment management, environmental, social and governance (ESG) issues, positive social purpose (PSP) lending, U.S. pension plans and global pension programs and welfare benefit plans. In service since 1908, Wespath has approximately $29 billion in assets under management. As the nation's largest faith-based pension fund, Wespath works globally with corporations to address environmental, social and governance (ESG) issues, with a focus on responsible and sustainable investing. 

“When I talk to friends and family, it seems we have something unique here.” –current employee

The Glenview, IL headquarters building  was awarded a Leadership in Energy and Environment Design (LEED) Gold certification by the U.S. Green Building Council. Wespath strives to lessen its environmental impact, reinforcing the organization’s core value of stewardship. The agency has received Best Employees for Healthy Lifestyles and Eye on Health awards, and provides incentive programs that focus on the well-being of its employees. 

Our Values   Teamwork – Integrity – Stewardship – Spirituality – Customer Satisfaction – Mutual Respect

Our Mission   We care for those who serve by providing investment and benefit services that honor the mission and principles of The United Methodist Church.

We are currently operating as a hybrid work environment. Visit wespath.org/careers to view our open positions. 

Charity

Insurance

Investment Management

Social Impact

Wespath Benefits and Investments

Andrew Q. Hendren

Lucas Schoeppner

Rashed Khan

Jake Barnett

Frank Holsteen

Kelly Wittich

Sheila Saegh Henretta

Julie Capozzi

Debbie Kretchmar

Eileen Kane

Helen Exarhakos

David Thomson

Dale Jones

Roy Barnes

Martin Bauer

Bryan Mjaanes

Bill Kavanaugh

The Investment and Financial Analysis team at Wespath Benefits and Investments focuses on managing and optimizing the organization's substantial assets while ensuring alignment with its mission and values. This team conducts in-depth financial analysis, oversees investment performance, and ensures compliance with both internal and external standards, particularly in environmental, social, and governance (ESG) factors. By leveraging data-driven insights, they aim to enhance investment strategies that support sustainable and responsible growth, benefiting both the organization and its constituents.

Investment and Financial Analysis

Leadership Team

Human Resources and Employee Benefits

��

Investment and Financial Analysis

About

Team members

Other teams at Wespath Benefits and Investments

Leadership Team

Human Resources and Employee Benefits

��������

Investment and Financial Analysis

About

Team members

Other teams at Wespath Benefits and Investments

Leadership Team

Human Resources and Employee Benefits

��