Katherine Fox

Posted on September 24, 2019

Katherine Fox works as an investment and philanthropic advisor at Arnerich Massena, where she advises clients on all aspects of charitable giving and building a philanthropic strategy. As a third-generation member of a philanthropic family, Katherine has extensive experience working with ultra-high net worth individuals and families to help them become educated and involved donors, develop a family legacy of… Read More

Efrat Oppenheimer

Posted on September 12, 2019

Efrat Oppenheimer is the inaugural director of the Israeli Center for Family Philanthropy. Prior to joining JFN, Efrat worked at the Naor Philanthropy Group, first as Director of Partnerships at the Shahaf Foundation and later as Director of Partnerships of the entire Naor Fund. In addition, Efrat worked for the Mandel Foundation. Prior to joining the philanthropic field, Efrat headed the… Read More

Mimi Potter

Posted on September 10, 2019

Mimi has 25 years of market research and consulting experience spanning retail banking, credit products, hospitality, affluent/HNW clients, and small business owners. Mimi has expertise in market sizing, segmentation, product development, customer satisfaction/loyalty, and advertising/communications analysis. Prior to joining Phoenix, she led PSCU Financial Service’s consulting and market intelligence efforts, and was VP at Sterling Research Group, where she was… Read More

Neal Chambliss

Posted on September 10, 2019

Neal has over 30 years of experience in business and project management and is responsible for the Marketing Consulting practice at Phoenix Marketing International. Neal has extensive experience in market research, business strategy development, customer loyalty/satisfaction measurement, and segmentation. He has managed a number of studies for institutions providing wealth management and philanthropic planning services to the consumer market. Prior… Read More

Christine Dawson

Posted on August 29, 2019

Christine Dawson, CFRE is Vice President of Philanthropic Services at the Community Foundation for Monterey County and a Certified Fund Raising Executive. Christine helps individuals, families and businesses realize their philanthropic vision. Since 2011 she has overseen the Philanthropic Resource Department and helps donors give more effectively through charitable funds, life-income vehicles and legacy giving. Christine has over twenty five years’… Read More

Christy Uchida

Posted on August 29, 2019

A champion of good causes and role model to many, Christy Uchida is a conscientious leader with almost 20 years of philanthropic experience and a lifelong passion for arts and altruism. As President of The Brinson Foundation, she heads a private family foundation that’s been funding education and scientific research for nearly two decades.  She leads a staff of four… Read More

Allison Ross

Posted on August 26, 2019

Allison Ross currently heads the Talent Acquisition function for Kendo Brands in San Francisco, a rapidly growing beauty brand incubator. Her extensive Recruiting and Human Resources experience has focused on searches for corporate and start-up companies, primarily consumer-based organizations such as Bare Minerals, Levi Strauss and Charles Schwab. For over 20 years Allison has recruited talent from senior executives to… Read More

eJewish Philanthropy

Posted on August 26, 2019

To assist organizations progress as they adapt to the continuing changes and challenges of the 21st Century, eJewish Philanthropy was launched in 2007 as an independent on-line publisher and a facilitator of resource mobilization serving the professional Jewish community. Striving to provide all our visitors with sustained access to external resources, we serve as an instant publishing channel highlighting the latest happenings… Read More

Brad Norton

Posted on August 21, 2019

Brad Norton is the Director of Endowment Solutions at Winfield Associates. Brad has 17 years of institutional investment experience with 14 years as an equity research analyst at Victory Capital Management. He is a graduate of Bucknell University (BSBA) and Georgetown University (MBA). Brad is a CFA Charterholder and a CPA (inactive). He has over 20 years of endowment experience… Read More

Colleen Hill

Posted on August 20, 2019

Colleen joined the CFHZ team in 2018. As Vice President of Development and Donor Services, Colleen will lead CFHZ’s efforts to grow the Community’s Endowment and provide services to donors to help them achieve their charitable goals. She will work with individuals, families and companies, along with their Professional Advisors, to help them organize their charitable giving for maximum impact… Read More