About this event: Join us in-person or online for a Speaker Series luncheon, moderated by Marty Dutch of First Foundation.

The panel features:

• Suzanne and Scott Ellingson | Philanthropists
• David Emmes | Pacific Edge Advisors
• Sheryl Bourgeois, Ph.D. | Chapman University

An important goal of a successful multi-generational wealth advisor is to position philanthropic clients for the transfer of their wealth and legacy to the next generation. During this lunchtime session, you will learn how the collaborative efforts of the advisor, nonprofit organization and donor can strengthen your relationship with your clients. Original artwork from the Phyllis and Ross Escalette Permanent Art Collection will be on display, connecting three generations of a family as an example of their family’s legacy.

Scot and Suzanne Ellingson
Scot and Suzanne have been married for 22 years and live in Laguna Beach, California. Scot is a partner at Access Partners and Suzanne is retired after selling her family business, Brasstech/Newport Brass, in 2002. The couple have been philanthropically involved with several organizations including Chapman University and are currently leading two non-profit organizations. Scot is the Chairman of Safe Families for Children and Suzanne serves as Board Chair for Child Creativity Lab. They have two children, Morgan and Angelique. Suzanne’s parents, the late Ross and Phyllis Escalette, were philanthropic leaders in Orange County.

David Emmes
David is the founder of Pacific Edge Advisors, a multi-family office serving a limited number of individuals and families. David has spent the majority of his 36-year career in the investment business, most recently as U.S. Markets President – West for BNY Mellon Wealth Management. In this capacity he oversaw the investment strategy, implementation and management of client assets and private banking in 10 offices across the region. David’s experience includes four years working in venture capital and over 10 years in the derivative industry working with institutional clients. He serves on the Board of the Orange County Museum of Art as an emeritus trustee.

Sheryl A. Bourgeois, Ph.D.
Sheryl has 30 years of experience in fundraising, advancement and marketing for nonprofit organizations. As executive vice president and chief advancement officer for Chapman University, Sheryl oversees all external affairs, including strategic marketing, communications, development, and career services. She has helped to grow Chapman from a liberal-arts college of 2,200 students to a nationally ranked R2 university with a student body verging on 10,000. Sheryl earned her BA in English from UCLA, and her master’s and Ph.D. in higher education management from the Claremont Graduate University.

Attire is business casual.
Unvaccinated attendees are encouraged to wear masks.

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