Profiles
Profile: Tim Brennan, Unitarian Universalist Association of Congregations
Since stepping into his role as v.p. of finance and treasurer at the Unitarian Universalist
06.12.08
Profile: Derby Gisclair, Equitas Capital Advisors
Equitas Capital Advisors has been referred to as “the best kept secret in Louisiana” by the local
05.29.08
Doug Stamm, Wayne Pierson, Meyer Memorial Trust
If investment managers haven’t caught on to the growing reality that mission-related investments
05.22.08
Michael Wilson, Rosamond Delori, The New Hampshire Charitable Foundation
The New Hampshire Charitable Foundation has structured an investment portfolio that for over four
05.15.08
Profile: Michael Shone, President, Peirce Park Group
As an advisor to foundations and endowments, Michael Shone of Peirce Park Group says there is a
05.08.08
Rick Scott, The McKnight Foundation
Rick Scott remembers when The McKnight Foundation was called the tortoise eight years ago compared
05.01.08
Profile: Scott George, CFO & CIO, The Mason Companies
Since 1982, The Mason Companies has served as advisor to a vast array of clients, including individuals and nonprofit institutions.
04.24.08
Steve Case and Reid Smith, Evaluation Associates
Part of Evaluation Associates’ primary role as an investment consultant is to recognize specific
04.17.08
Profile: Jeffrey Annis, CapTrust Financial Advisors
To foundations and endowments the most appealing characteristic of CapTrust Financial Advisors‘
04.10.08
Profile: Duane Drake, San Diego Foundation
Over the past five years, the San Diego Foundation has done a bit of re-education on newer asset
03.27.08
