About

Staff

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VICE PRESIDENT AND CHIEF FINANCIAL OFFICER

Brad Kelsheimer

Brad Kelsheimer is Lumina Foundation’s vice president for finance and investments and chief financial officer. In his role at Lumina, Kelsheimer oversees the Foundation’s $1+ billion investment portfolio and all financial functions of the organization. Prior to joining Lumina in June of 2017, Kelsheimer served for over twenty years in executive financial roles in both for-profit and non-profit organizations, most recently as senior vice president for finance and administration at DePauw University.

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ASSISTANT VICE PRESIDENT FOR FINANCE AND ACCOUNTING

Julie K. Shewmaker

Julie K. Shewmaker, Lumina's assistant vice president for finance and accounting, oversees the Foundation’s accounting systems, especially investment, financial analysis, and budgeting to ensure that Foundation assets are safeguarded.

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INVESTMENT DIRECTOR

Cody Coppotelli

Cody Coppotelli serves as Lumina's investment director leading internal diligence efforts in documentation and approval facilitation, and investment reporting. Cody also directs the Foundation's portfolio management and leads the evaluation of investment strategies around equity.

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SENIOR ACCOUNTING OFFICER

Monique Crowell

As senior accounting officer, Monique oversees the data entry, reconciliation, and maintenance of all financial activity at the Foundation. From the general ledger to the annual audit, she ensures the resources are available for staff and grantees to do their work as we get closer to reaching the goal.

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ACCOUNTING OFFICER

Beverly W. Hudson

Beverly is responsible for the completion of financial closing procedures. This includes overseeing accounts payable, personnel expenses, the financial reporting process and the implementation and maintenance of accounting controls. These processes are essential to Lumina in maintaining accurate financial records. She is also responsible for administering payroll, in addition to the reporting/auditing of tax payments through electronic capabilities.

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INVESTMENT ASSOCIATE

Apra Arnold

Investment Associate Apra Arnold administers Lumina's investment database and auditing interface tool. She also maintains operational and administrative investment functions to create strategic capacity for the investment director and CFO.

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GENERAL ACCOUNTING ASSOCIATE

Sandi Semmler

Sandi brings with her over 16 years of accounts payable and administrative experience. She previously worked for the Christian Theological Seminary where she served as the business office manager since 2005.

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