Epiphany Funds Board of Trustees
Robert J. Mitchell
Robert J. Mitchell, CLU, ChFC, MSFS specializes in providing financial services to professionals, business owners, and businesses. He is a Chartered Life Underwriter as well as a Chartered Financial Consultant, Estate Planning and Taxation certifications. Bob earned a Master of Science in Financial Services in 2008. He graduated in 1970 with a Bachelor of Science degree in Psychology from Loyola University of Chicago. In 1976, the Graduate School of Banking certified him as Commercial Lender. He has received many industry recognitions including the National Quality Award and is a life and qualifying member of the Million Dollar Round table including Top of the Table honors as well as the Court of the Table for a number of years. He is a member of the Fort Worth Association of Insurance and Financial Advisors and the Association of Advanced Life Underwriters (AALU). Business Boards include BBVA Compass Bank Advisory Board and Epiphany Fund Board. Current civic involvements include Board of Governors for Boys & Girls Clubs of Greater Fort Worth, Advisory Board member and past-president Sister Cities International of Fort Worth, member and past executive board member of Fort Worth Downtown Rotary, as well as board member of Partners in Health Foundation and chair of Foundation Capital Campaign for 100th anniversary of John Peter Smith Hospital and Botanical Research Institute Board, and the Board of Visitors for the University of North Texas Health Science Center as Chair for Community Outreach.
William Reichenstein
Dr. William Reichenstein, CFA, holds the Pat and Thomas R. Powers Chair in Investment Management at Baylor University. In addition, he is a principal at Retiree, Inc., a firm that is developing software to help individuals decide when to begin Social Security benefits and software to manage private wealth in a tax-aware manner. He has written more than 160 articles for professional and academic journals. He wrote In the Presence of Taxes: Applications of After-tax Asset Valuations, FPA Press, 2008 and coauthored with William Meyer Social Security Strategies, 2011. His recent work concentrates on issues in asset allocation, the interaction between investments and taxes, and when someone or each partner of a couple should begin Social Security benefits. He is a frequent contributor to Journal of Financial Planning, Journal of Investing, Financial Analysts Journal, Journal of Portfolio Management, and Journal of Wealth Management. In addition, he is frequently quoted in national outlets.
Joseph Kenneth Dalton
Mr. Dalton worked as president for Cram Mortgage Service, Inc. from 1966 – 1994 in Ft. Worth, TX. He has been on the board of trustees of Rydex Mutual Funds and Rydex Variable Annuities since 1995 as the chairman of the audit committee, and a member of risk committee and governance committee. And the advisory board of the AA Sleeper Cab Co. since 2008. Mr. Dalton is also a member of The Serra Club, Hole Sepulchre of Jerusalem, Legatus. And was previously a member of the Downtown Rotary Club, the Fort Worth Mortgage Bankers Assn., St. Andrew Catholic Church Parish Council, St. Andrew School-President Home & School Assn., and the Nolan Catholic High School- President of Board of Directors. He has memberships to Ridglea Country Club and the Petroleum Club. He attended St. Louis University from 1959-1960 and received his BS in Accounting in 1964 from Spring Hill College, Mobile, AL. Mr. Dalton was also active duty U.S. Army; 1st LT Medical Service Corp.