Experience

Bryn Mawr Trust

• United States
• Investment Management
• 200 - 300 Employee

• Senior Vice President and Director, Institutional Wealth Management

  • Feb 2019 - Present



Princeton Area Community Foundation

• United States
• Philanthropic Fundraising Services
• 1 - 100 Employee

• Senior Vice President & Chief Philanthropy Officer

  • Sep 2010 - Jan 2019

  Led asset building, donor services, and communications & marketing strategy for $175MM community foundation, working closely with President & CEO, senior leadership team, Trustees and volunteers to implement strategy. Engaged with philanthropists and their families to help them achieve efficient, high-impact giving, and advise on long-term strategy issues for the Community Foundation’s donor-advised and nonprofit fundholders. Served as technical resource on gifting issues, including the use of complex assets. Contributed to thought leadership through speaking engagements, working with boards, conferences, and in seminars for individuals and families. Worked with nonprofits on issues including governance, spending policies, and trustee roles and responsibilities. As community connector, engaged a network of professional advisors and other gifting and grantmaking resources across the region. Show less



J C Geever

• Vice President

  • Sep 2002 - Aug 2010

  Strategy and development consulting practice. Managed substantial client relationships, providing strategic guidance and counsel to Boards and executive staffs and overseeing day-to-day development activities Strategy and development consulting practice. Managed substantial client relationships, providing strategic guidance and counsel to Boards and executive staffs and overseeing day-to-day development activities



Women in Development New York

• New York, NY

• Member, Board of Directors

  • 2007 - 2010