| Key | Value |
| 2024–2026 | Active as CIO of Everence Financial managing $2B+ Praxis Mutual Funds. [S1] |
| AUM Influence | Significant (one of oldest faith-based fund families in the US) |
| Action needed | Manual search of Carter's inbox for correspondence with this contact. |
| Attio | https://app.attio.com/day-7-public-benefit-corporation/person/79d2c457-57b6-4fd5-938b-992b7cbd3d2c |
| Best Path | David Howard Green → Chad Horning → Chad Horning, CFA (2 hops) |
| Capital relevance | INSTITUTIONAL. $2B+ under his direct investment management. Plus Board Chairman of Faith Driven Movements — connecting to entire FDI ecosystem. His "yes" moves institutional capital AND community endo |
| Career Arc | - 1990: Attended first MEDA (Mennonite Economic Development Associates) Convention (Peoria, IL) while at Goshen College |
| Career arc | 25+ years pioneering stewardship investing at Everence Financial — the financial services ministry of Mennonite Church USA. Grew Praxis Mutual Funds to $2B+ AUM. Board Chairman of Faith Driven Movemen |
| Chain | David Howard Green → Chad Horning → Chad Horning, CFA |
| Children | Teenage children (as of recent bios) |
| Church | Waterford Mennonite Church (Goshen, IN) |
| Cleta Mitchell (Rank #25) | Co-board at Christian Investment Forum — DIRECT |
| Confidence | MEDIUM |
| Coverage | 30 Warm path: No established path identified yet. Faith/Alignment: Identity confirmed via Attio CRM ("Day 7 PBC"). Full name: Chad Horning, CFA. Title: SVP & CIO, Everence Financial; President |
| Critical cross-connection | Horning and Cleta Mitchell were BOTH board leaders at the Christian Investment Forum. This is a verified shared institutional relationship — they know each other directly. |
| Current Title | SVP & CIO, Everence Financial; President, Praxis Mutual Funds |
| Denomination | Mennonite |
| Direct? | UNCERTAIN |
| Dossier | planning/wave3-dossiers/chad-horning-cfa.md |
| Education | BA Economics, Goshen College; MA Economics, University of Maryland; CFA Charter (2001) |
| Email | chorning@everence.com |
| Enrichment date | 2026-06-15 12:46 UTC |
| Everence Financial | Christian-based, member-owned financial services organization. Founded 1945. Headquartered Goshen, Indiana. 197 employees. Helps individuals, organizations, and congregations integrate finances with f |
| Faith | Mennonite — "Faith Based Investing is all about letting your faith guide your investment decisions" |
| Faith tradition | Anabaptist/Mennonite. Deep denominational commitment. "Third way" philosophy — engaging markets ethically rather than either exploiting them (Wall Street) or retreating from them (pure separatism). [S |
| Faith/Alignment | Identity confirmed via Attio CRM ("Day 7 PBC"). Full name: Chad Horning, CFA. Title: SVP & CIO, Everence Financial; President, Praxis Mutual Funds. Email: chorning@everence.com. LinkedIn: not in CRM. |
| First Move | Ask Chad Horning for introduction (WARM_PATH_TO) |
| Full Name | Chad Horning, CFA |
| Full Path Doc | planning/reachability/0783-chad-horning-cfa.path.md |
| Generated | 2026-06-15 |
| Harvest | planning/harvest/_H5_REC_dossier_chad-horning-cfa.md |
| History | Originally the Christian Community Foundation of Kansas City, affiliating with NCF before going independent. Rebranded as The Signatry in 2018 for national expansion. In 2021, eliminated administrativ |
| Hub | planning/command-center/21-chad-horning-cfa.md |
| Hub file | planning/command-center/783-chad-horning-cfa.md |
| Key Officers (from 2024 990) | \ | Name \ | Role \ | Compensation \ | |
| Key Officers (from 2024 990): | Name |
| Kingdom Alignment | 87/100 |
| LinkedIn | INSUFFICIENT DATA |
| Location | Goshen, Indiana |
| Mined | 2026-06-16 17:24 UTC \ | Source: C4-DOCS agent (S1334) |
| Organization | Everence Financial (SVP/CIO); Praxis Mutual Funds (President) |
| Praxis Mutual Funds | Leading faith-based socially responsible investing fund family. Strategies include: negative screening, shareholder advocacy, active proxy voting, impact investing. Goals: peace, justice, environmenta |
| Rank | 783 · Tier: Network · Coverage: 25 · Grade target: B · Last updated: 2026-06-15T06:15Z |
| Relationships | WARM_PATH_TO → KNOWS |
| Residence | Goshen, Indiana |
| Roles | SVP/CIO & Chief Strategy Officer, Everence Financial; President, Praxis Mutual Funds; Chair, Christian Investment Forum |
| Scale | NCF serves 30,000+ donor families who made 360,000 grants totaling $2.1B in 2023 alone. 229 employees. Annual organizational revenue $27.8M. Presence in Nigeria (international). |
| Signature | "Faith Based Investing is all about letting your faith guide your investment decisions." |
| Slug | chad-horning-cfa |
| Source | GuideStar (board as of 01/02/2026); MinistryWatch (compensation data as of 12/31/2024); LittleSis; Praxis community profile. |
| Spouse | Michelle Horning (former MEDA board member, 2004–2013) |
| Status | Dossier RICH · Hub active |
| Suggested search terms | Chad Horning, CFA, company/org names from network section. |
| TOTAL | 84/100 |
| The heartbeat | A man who has spent 25 years proving that capital can serve human flourishing without selling its soul. Who took the Mennonite tradition of stewardship — "we don't exploit, and we don't retreat" — and |
| Tier | Top-50 |
| Warm Path | Cleta Mitchell (co-board at Christian Investment Forum — direct relationship). Secondary: Faith Driven Investor network / FaithFi platform. |
| Warm path | No established path identified yet. |
| Warm path (verified) | Henry Kaestner (FDM co-founder). Brian Mumbert (FDM board — already in Carter's network). FDI events. Email: chorning@everence.com. [S1] |
| Warmth | KNOWN-VIA-PATH |
| Warmth Score | known-via-path |
| Who | Identity confirmed via Attio CRM ("Day 7 PBC"). Full name: Chad Horning, CFA. Title: SVP & CIO, Everence Financial; President, Praxis Mutual Funds. Email: chorning@everence.com. LinkedIn: not in CRM. |
| Why He Matters | Thought leader in faith-based investing for 30+ years. As President of Praxis Mutual Funds and CIO of Everence, he shapes how tens of millions of faith-aligned dollars are deployed. Chaired the Christ |
| Why he belongs | Manages $2B+ in faith-driven institutional capital. Board Chairman of Faith Driven Movements. His "stewardship investing applied to AI" is the exact framing Genesis needs — the next frontier of values |