Experience

Acadia Squam Group LLC

• United States
• Non-profit Organization Management
• 1 - 100 Employee

• Co-Founder

  • Feb 2019 - Present

  The Acadia Squam Group is a philanthropic consulting organization providing pathways to better giving. Our mission is to help raise more money for philanthropy. We accomplish this by offering non-profit leaders, companies, financial, investment and estate advisors, families and individuals the education and tools to be more effective in their push to provide impactful philanthropy. Our offerings are centered on being the "honest voices" about donor-advised funds and facilitating donations of illiquid assets. Other personalized solutions can be crafted for your organization, board members, family or yourself. Show less



Vanguard Charitable

• United States
• Philanthropy
• 100 - 200 Employee

• President

  • Jun 1998 - Jul 2015

  Founding President of the Vanguard Charitable Endowment Program. Over seventeen years this national donor advised fund provider grew from a start-up into a top-ten grant maker in the United States with invested assets over $5 billion, 15,000 donors and 70 employees. Founding President of the Vanguard Charitable Endowment Program. Over seventeen years this national donor advised fund provider grew from a start-up into a top-ten grant maker in the United States with invested assets over $5 billion, 15,000 donors and 70 employees.



The College of Physicians of Philadelphia

• United States
• Museums, Historical Sites, and Zoos
• 1 - 100 Employee

• Chief Operating Officer/Interim Executive Director

  • Apr 1990 - Jun 1998

  I was the COO, then Interim Executive Director, of the College of Physicians of Philadelphia with wide-ranging responsibilities including accounting, finance, investments and technology. I was the COO, then Interim Executive Director, of the College of Physicians of Philadelphia with wide-ranging responsibilities including accounting, finance, investments and technology.



FMC Corporation

• United States
• Chemical Manufacturing
• 700 & Above Employee

• Financial Analyst

  • 1979 - 1990

  Initially served as Credit Manager for FMC's Industrial Chemical Group before becoming the Financial Analyst responsible for budgeting, cost-accounting, inventory controls, and financial reporting for the Marine Colloids Division. Initially served as Credit Manager for FMC's Industrial Chemical Group before becoming the Financial Analyst responsible for budgeting, cost-accounting, inventory controls, and financial reporting for the Marine Colloids Division.



Air Products and Chemicals, Inc.

• Allentown, PA

• International Credit Manager

  • 1977 - 1979



Philadelphia National Bank

• Philadelphia, PA

• Bank Management Trainee

  • 1974 - 1977