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10/28/2014
Closing the Philanthropic Divide: What Individuals and Families Want from their Advisors

4/27/2015 » 4/29/2015
Conference on Philanthropy 2015

Board of Directors
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President
Todd Fithian
The Legacy Companies, LLC
Boston, MA

Vice President
Laura Malone, CAP
American Endowment Foundation (AEF)
Hudson, OH

Secretary/Treasurer
Pamela Averick, CAP
Averick Financial
New York, NY

Immediate Past President
Christopher Jacob, CFP
Cadeau
St. Louis, MO
Director
Ralph Adamo, MSFS, CAP
Integrity Wealth Management
Newport Beach, CA

Director
Bobbie Chapman, CAP
National Philanthropic Trust
San Francisco, CA



Director
Marty Dutch
First Foundation Advisors
Irvine, CA




Director
Todd S. Healy CLU ChFC CAP

HealyPartners
Dallas, TX

 

 

Director
David W. Holaday ChFC CAP
Wealth Design Consultants, LLC
Carmel, IN
Director and Past President
Natalia Kabbe, JD

Kabbe Law Group, LLC
Naperville, IL



Director
Adam Miller
Elderado Financial
Montrose, CA

Director
Henry Rubin
Albert Einstein College of Medicine
New York, NY

Director
Joan Sharp
Life Strategies LLC
New Castle, DE















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