Endowments & Foundations

An endowment or a foundation’s most critical role is the work supporting their central mission. Closely managing investment portfolios requires time and resources that can divert attention unnecessarily, even when board members possess high levels of investment expertise. Our asset management practice has a proven, long-term track record of helping all types of endowments and foundations address this gap. With an institutional client focus, we serve as an extension of the Board of Directors, acting as the investment fiduciary so our clients can focus on the work that is most important to them.

For more than 20 years, our professionals have partnered with endowments and foundations to develop comprehensive investment programs that are cost-effective and tailored to their unique missions.

We can help answer fundamental questions, such as:

  • Does our portfolio’s current asset allocation match our investment objectives and liquidity needs?
  • What challenges or causes of financial strain do we face?
  • Does our governance structure allow for timely decision-making amid the rapidly changing market environment?
  • How does our investment program compare to our peers?
  • Do our current and potential donors have confidence in the strategic partners that we’ve selected?

Meet Our People

Name
Position
Location
Alex Theissen
617.508.5646
Senior Managing Consultant
Boston
Elise Lomel
404.410.2227
Senior Managing Consultant
Atlanta
Nick Jones
415.982.5544
Senior Managing Consultant
San Francisco
Tamara Kemmler
412.439.8431
Senior Marketing Representative
Harrisburg
Nicholas Groff
717.213.3815
Senior Portfolio Accountant
Harrisburg
Joan Evans
307.287.1514
Senior Marketing Representative
Cheyenne
Jackie Berry
407.723.5929
GIS and Research Analyst
Orlando East (fka Fishkind and Associates)
Anne Wuollet
612.371.3723
Senior Managing Consultant
Minneapolis
Nick Yatsula
901.466.4557
Senior Managing Consultant
Memphis
Jennifer Glasgow
407.723.5900
Chief District Accountant
Orlando East (fka Fishkind and Associates)
Brooke Pierce
215.567.6100
Swap Accounting Coordinator
Philadelphia
Lesley Allison
407.406.5753
Senior Managing Consultant
Orlando
Joshua Gawel
215.557.1461
Senior Managing Consultant
Philadelphia
Amanda Lane
407.723.5900
Assistant Chief District Accountant
Venessa Ripoll
407.723.5900
Assistant District Manager
Orlando East (fka Fishkind and Associates)
Chuck Upcraft
612.371.3731
Senior Managing Consultant
Minneapolis
Vivian Carvalho
407.723.5900
District Manager
Orlando East (fka Fishkind and Associates)
Hank Fishkind, Ph.D.
407.723.5900
Director
Orlando East (fka Fishkind and Associates)
Kristina F. Powell
646.561.1723
Senior Managing Consultant
New York
Steven Schriever, ChFC, CLU
407.723.5942
Senior Managing Consultant
Orlando East (fka Fishkind and Associates)
Amy Otten
Client Services Senior Analyst
Philadelphia
Stanley Geberer
407.723.5900
Senior Managing Consultant
Orlando East (fka Fishkind and Associates)
Mudra Patel
415.393.7258
Senior Managing Consultant
San Francisco
Danielle Scott
504.930.7690
Senior Managing Consultant
New Orleans
Christopher Rekawek, CFA
717.213.3811
Senior Managing Consultant
Harrisburg
Samantha Myers
609.800.2984
Senior Managing Consultant
Princeton
Lila Berry
646.561.0722
Senior Managing Consultant
New York
Darren Weimer
407.723.5900
Senior Engineer
Orlando East (fka Fishkind and Associates)
Heather Casperson
612.371.3753
Senior Managing Consultant
Minneapolis
Jane Gaarlandt
407.723.5900
District Manager
Orlando East (fka Fishkind and Associates)
Marie Nasevich, CFP
215.557.1229
Senior Account Coordinator
Philadelphia
Marcie Lewis, CIMA
256.419.2911
Senior Managing Consultant
Huntsville
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