Board of Directors | Advisors in Philanthropy

President: Erinn Andrews

Founder and CEO

GiveTeam

Vice President: Alyssa Heath, CAP®

Senior Partner | COO & Director of Social Impact

Fire Capital Management

Treasurer: Matt Parsons

Principal

Baker Tilly

Secretary: Kimberlee Riley, CAP®

Chief Philanthropy Officer

Seniors First, Inc.

Ex-officio: Richard Peck, CAP®, CFP®, ChFC®

Independent Philanthropy Advisor

Richard C. Peck Consulting, LLC

Director: Christine Lim

Vice President and Charitable Planning Consultant

Fidelity Charitable®

Director: Shane Jacksteit

Financial Advisor

Edward Jones

Director: Melanie LeGrande CAP®

Managing Director

Panorama Strategy

Director: Diane Lai

Managing Advisor, Strategic Partnerships

Tides

Director: Nicholas Palahnuk

Senior Portfolio Manager

The Palahnuk Group

Director: James Mulhern

Managing Partner

Mulhern & Scott

Director: Aquanetta Betts

Director of Planned Giving

George Mason University

Director: Mark Greer

Philanthropic Advisor

The Phīla Team

Director: Matt Todsen, CPWA®, RMA®

President and CEO

MKT Wealth Management

Director: Alison Patterson, IPA, MPA, 2164 Certified

Founder & Principal

Patterson Philanthropic Advisors

Director: Sharon Cappetta

Director of Development

The Community Foundation for Greater New Haven

Sharon Cappetta is the Director of Development at The Community Foundation for Greater New Haven. Sharon…