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Jan 08, 2015

Dawn Harflinger promoted to QLT vice president & chief investment officer

HONOLULU, January 8, 2015 – Queen Liliʻuokalani Trust has named Dawn Harflinger vice president & chief investment officer.  Ms. Harflinger will report to Robert Ozaki, the Trust’s president and chief executive officer.  She most recently served as director of investments.

In her new role as vice president & chief investment officer, Ms. Harflinger has full responsibility for the investment portfolio of the Trust. She develops and implements overall investment strategy, including policy guidelines, asset allocation, and risk management parameters to ensure that the Trust’s financial objectives are met.  

Ms. Harflinger joined the Trust in 2005 as an executive fiscal officer at the Queen Liliʻuokalani Children’s Center.  In 2006 she transitioned to the endowment group where she has been involved in nearly all aspects of endowment operations, including property management, leasing, land appraisals, budget, accounting, and tax and probate matters.  In recent years, Ms. Harflinger narrowed her focus to the Trust’s investment portfolio, developing internal systems and processes and managing its day-to-day operations.  She was promoted to director of investments in January 2014.  Prior to joining the Trust, Ms. Harflinger worked in various financial capacities for the Oregon Liquor Control Commission.

Ms. Harflinger received both Bachelor of Business and Bachelor of English Literature degrees from Pacific University in Oregon.  She currently serves on the Urban Land Institute Young Leader Executive Committee and is a candidate in the CFA Program.  

About Queen Liliʻuokalani Trust

The Queen Lili‘uokalani Trust was established by Hawaiʻi’s last ruling monarch, the beloved Queen Lili‘uokalani.  Her Deed of Trust, executed in 1909, directs that the Queen’s lands be utilized to serve and provide for orphan and destitute children in perpetuity.  The core Trust assets include some 6,400 acres of land, the majority in Kona.  Outreach to beneficiaries is delivered through the Queen Lili‘uokalani Children’s Center, established in 1933.


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