Health Forward Foundation announces Jim Casselberry as Chief Investment Officer

Kansas City, MO — Health Forward Foundation is pleased to announce Jim Casselberry as its next Chief Investment Officer. In this executive leadership role, Casselberry will develop, recommend, and execute Health Forward’s investment policy, asset allocation, and long-term investment strategy, including stewarding social impact investments.

Casselberry is a highly accomplished investment management and consulting professional with more than 30 years of experience spanning asset management, impact investing, and strategic advisory roles. He has held notable leadership positions at firms such as Trias Capital Management, 4S Bay Partners, and Known Holdings, a pioneering private equity and financial services company committed to creating innovation and impact with capital, which he co-founded and where he will continue to serve as chairman of the board.

“I’m honored to join Health Forward Foundation at such a pivotal moment for the region,” said Jim Casselberry. “Health Forward’s commitment to advancing equity and expanding opportunity aligns deeply with my own values. I look forward to stewarding the foundation’s investment strategy in a way that strengthens our mission, amplifies our community impact, and helps ensure that every dollar is working toward a healthier, more just future.”

Earlier in his career, Casselberry was a principal at EnnisKnupp and Associates (now AonHewitt Investment Consulting), where he led the Emerging Manager Advisory Council and headed the firm’s global equity research group. He also played key roles with the John D. and Catherine T. MacArthur Foundation, serving as Partner and Director of Fixed Income Investments and helping manage the foundation’s substantial asset allocation and strategic planning. His work with both EnnisKnupp and the MacArthur Foundation underscores his deep experience managing large institutional portfolios and advancing equity-driven financial strategies.

“Jim brings a rare combination of investment excellence, strategic vision, and a deep commitment to equity,” said Qiana Thomason, President and CEO of Health Forward Foundation. “His leadership will be instrumental in guiding Health Forward’s mission, purpose, and values into every facet of our capital allocation strategies and social impact investments, with a keen focus on elevating the diversity of our managers. We are thrilled to welcome Jim to Health Forward and confident that his stewardship will strengthen our ability to drive meaningful, community-centered impact for years to come.”