Katherine Holbrook Biotti
Senior Managing Director
Boston, MA

Office: 617-581-2389
Cell: 415-509-7107
kbiotti@foundationsource.com
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Katherine Holbrook Biotti
East Region
Senior Managing Director
Boston, MA

Office: 617-581-2389
Cell: 415-509-7107
kbiotti@foundationsource.com

Katherine Holbrook Biotti, Senior Managing Director provides more than 19 years of experience in the financial services industry in various senior management, business development and strategic positions.

Katherine provides expertise in private foundation administration and compliance to private wealth managers, investment advisors, regional trust companies, estate planning attorneys, tax advisors, existing foundations and affluent individuals.

Previously, Katherine served as the Vice President of eCommerce and Business Planning Services at Jackson National Life Insurance Company and Curian Capital, where she held responsibility for the strategic oversight of all web activities, business development, and other corporate initiatives.

Katherine also has worked for INVESCO Funds Group as well as Fidelity Investments, where she held leadership roles in Marketing and Operations in addition to her business-development role at the Fidelity Charitable Gift Fund.

Mary Anne Stover
Senior Managing Director
Philadelphia, PA

Cell: 215-356-2031
mstover@foundationsource.com
East Region Click on the map to see details
Mary Anne Stover
East Region
Senior Managing Director
Philadelphia, PA

Cell: 215-356-2031
mstover@foundationsource.com

Mary Ann Stover serves as Senior Managing Director for the Mid-Atlantic Region, helping advisors and families achieve their philanthropic goals with a private foundation. She has extensive experience in philanthropy as well as administration, planning and communications.

Prior to joining Foundation Source, Mary Ann served as a Program Officer in the Venture Fund of The Pew Charitable Trusts, then one of the country's top foundations, and later served as the Chief Officer for Program Administration in the Trusts' Executive Office.

In addition, Mary Ann has served as an assistant dean at Temple University, a grants manager at the Jewish Federation of Greater Philadelphia and a senior consultant at Booz-Allen and Hamilton.

Mary Ann holds a Masters of Law and Social Policy as well as a Masters in Social Services (with a concentration in advocacy, planning and programs) from Bryn Mawr College's Graduate School of Social Work and Social Research. She completed an executive education course on strategic planning and decision-making from Wharton Business School. Mary Ann also has a B.S. in Biological Sciences from Florida Institute of Technology.

Mark Land
Senior Managing Director
Charlotte, NC

Office: 336-760-6412
Cell: 336-816-5640
mland@foundationsource.com
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Mark Land
East Region
Senior Managing Director
Charlotte, NC

Office: 336-760-6412
Cell: 336-816-5640
mland@foundationsource.com

Mark Land, Senior Managing Director, comes to Foundation Source with a background in financial services and philanthropy.

Before joining us, Mark served as Vice President, Trust and Investment Advisor at High Point Bank, where he focused on the expansion of personal trust and nonprofit service relationships within the Triad region of North Carolina. Prior to that, he was Managing Director at Wells Fargo Bank's Center for Planned Giving. Other positions held include Senior Campaign Consultant at Whitney Jones, Inc., and Director of Alumni Relations at University of North Carolina School for the Arts.

Mark's philanthropic activities include the YMCA of Northwest North Carolina, Samaritan Ministries in Winston-Salem, N.C., and the North Carolina chapter of the Partnership in Philanthropic Planning.

He was a ballet major at University of North Carolina School of the Arts prior to becoming a dancer with North Carolina Dance Theater.

Tony Rodriquez
Senior Managing Director
Bonita Springs, FL

Cell: 239-910-4685
trodriguez@foundationsource.com
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Tony Rodriquez
East Region
Senior Managing Director
Bonita Springs, FL

Cell: 239-910-4685
trodriguez@foundationsource.com

Tony Rodriguez, Senior Managing Director, provides over 30 years of experience in the financial services industry in various senior management, business development and strategic positions, respectively.

Previously, Tony served as a Senior Vice President and Philanthropic Consultant at Wells Fargo where his responsibilities included business development of institutional endowment, planned giving, donor advised funds and private foundation nonprofit business. Tony has also served as Vice President and Wealth Strategist at AmSouth Bank (currently Regions Bank) and SunTrust Bank. Additionally, he served as District Personal Trust Manager for Merrill Lynch Trust Company.

Tony holds a B.A. in business administration from St. Thomas

University in Miami, Florida.

Tony has served as a member of the Greater Collier County, Greater Dade County Estate Planning Councils, National Planned Giving Council and board of directors of The Conservancy of Southwest Florida. He is also a member of the Literacy Volunteers of Collier County and a number of other charitable and professional organizations in Florida.

Tony Rodriquez
Senior Managing Director
Bonita Springs, FL

Cell: 239-910-4685
trodriguez@foundationsource.com
West Region Click on the map to see details
Tony Rodriquez
West Region
Senior Managing Director
Bonita Springs, FL

Cell: 239-910-4685
trodriguez@foundationsource.com

Tony Rodriguez, Senior Managing Director, provides over 30 years of experience in the financial services industry in various senior management, business development and strategic positions, respectively.

Previously, Tony served as a Senior Vice President and Philanthropic Consultant at Wells Fargo where his responsibilities included business development of institutional endowment, planned giving, donor advised funds and private foundation nonprofit business. Tony has also served as Vice President and Wealth Strategist at AmSouth Bank (currently Regions Bank) and SunTrust Bank. Additionally, he served as District Personal Trust Manager for Merrill Lynch Trust Company.

Tony holds a B.A. in business administration from St. Thomas

University in Miami, Florida.

Tony has served as a member of the Greater Collier County, Greater Dade County Estate Planning Councils, National Planned Giving Council and board of directors of The Conservancy of Southwest Florida. He is also a member of the Literacy Volunteers of Collier County and a number of other charitable and professional organizations in Florida.

Shannon Baker
Senior Managing Director
Denver, CO

Cell: 303-532-7458
sbaker@foundationsource.com
West Region Click on the map to see details
Shannon Baker
West Region
Senior Managing Director
Denver, CO

Cell: 303-532-7458
sbaker@foundationsource.com

Shannon Baker, Senior Managing Director, brings to Foundation Source more than 25 years of experience in the financial services industry, advising a broad spectrum of clients, including corporate executives, business owners, and high-net-worth families and individuals.

Shannon provides expertise in private foundation administration and compliance to private wealth managers, investment advisors, regional trust companies, estate-planning attorneys, tax advisors, existing foundations, and affluent individuals.

Prior to joining Foundation Source, she was a Financial Advisor with Merrill Lynch in Colorado Springs, CO. Previously, she was Senior Vice President of Wachovia Securities in Atlanta, GA, and prior to that, Assistant Vice President with Merrill Lynch and Senior Investment Executive with Liberty Securities, both in

Buffalo, NY.

With extensive background guiding clients through best-fit options of wealth management and philanthropic vehicles, she understands the distinctly personal considerations involved in client philanthropy decisions. Shannon brings that detailed and relevant understanding of those processes as they pertain to private foundations.

Shannon's philanthropic activities include The Reserve Officers Association, Habitat for Humanity, Young Ameritowne of Colorado, and The Women's Exchange- Denver Chapter.

Shannon holds a Bachelor of Arts in Political Science from The State University of New York at Buffalo, and holds Series 7, 63, and 65 licenses.

Josh Stamer
Managing Director
Mission Viejo, CA

Cell: 949-344-9970
jstamer@foundationsource.com
West Region Click on the map to see details
Josh Stamer
West Region
Managing Director
Mission Viejo, CA

Cell: 949-344-9970
jstamer@foundationsource.com

Josh Stamer serves as Managing Director for California, working with wealth managers, financial advisors, attorneys, and donors who either have or are interested in establishing a private foundation. He has extensive experience in both financial and client services.

Prior to Foundation Source, Josh was the Western Regional Sales Director with Workiva, formerly WebFilings, where he successfully on-boarded and developed client partnerships with some of the nation's largest banks, insurance companies, and mutual and hedge fund organizations. Josh helped lead the company's entry into the financial services market on the West Coast, providing expertise in compliance, risk management, regulation, and business development. Earlier in his career, he was Strategic Sales Manager at Maxwell Systems, Inc., the largest privately held construction software company in North

America, and also held executive business development roles at DHL USA and Enterprise Rent-A-Car.

Josh graduated Magna Cum Laude from California State University, Long Beach, and from the University of Wollongong in New South Wales, Australia, where he focused on business management. He currently resides in Mission Viejo, CA.

Outside of work, he and his wife both work with the St. Jude's Children's Research Hospital and The Young Life Foundations.

Dennis Ladd
Managing Director
New York, NY

Cell: 917-510-5627
dladd@foundationsource.com
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Dennis Ladd
East Region
Managing Director
New York, NY

Cell: 917-510-5627
dladd@foundationsource.com

Dennis Ladd serves as Managing Director for New York, working with private wealth managers, financial advisors, attorneys, and directly with donors regarding the benefits of a private foundation. He has extensive experience in both financial services and business development.

For much of his career prior to Foundation Source, Dennis worked with FactSet Research Systems, a company which provides financial data and analytic tools. Most recently, he served as FactSet’s Senior Vice President, Director of Sales for the New York Investment Management team where led a team of sales consultants and product specialists, oversaw the on-boarding of new clients, and enhanced existing client relationships. Earlier roles with FactSet included Vice President, Mid-Atlantic Regional Manager and Vice President, Institutional Sales.

Dennis received his Bachelor of Science in Business Administration from University of Vermont and currently resides in Stamford, CT. His volunteer activities have included University of Vermont Alumni Admissions Representative and Career Networker; Project Homefront, a volunteer-driven community home repair program; and a school mentoring program in Norwalk, CT.

Justin Murphy
Managing Director
San Francisco, CA

Cell: 717-350-1058
jmurphy@foundationsource.com
West Region Click on the map to see details
Justin Murphy
West Region
Managing Director
San Francisco, CA

Cell: 717-350-1058
jmurphy@foundationsource.com

Justin Murphy serves as Managing Director for Northern California, working with private wealth managers, financial advisors, attorneys, and directly with donors regarding the benefits of a private foundation. He has a strong background in professional services and business development.

Before joining Foundation Source, Justin worked in San Francisco as a Sales Consultant with LexisNexis, a global provider of workflow solutions for the professional services sector, partnering with AmLaw 200 firms and corporate clients. Prior to that, Justin was a sales consultant with Thomson Reuters West, an international publisher of industry intelligence for businesses and professionals.

Justin also practiced as an attorney in the state of Pennsylvania at the Harrisburg, PA firm Marshall Dennehey; the Philadelphia, PA firm Swartz Campbell; and the Public Defender’s Office of Lancaster County. He also served as counsel for the Supreme Court of Pennsylvania.

Mr. Murphy has a Juris Doctor from the Pennsylvania State University Dickinson School of Law, and a Bachelor of Arts from West Virginia University.

Technology Center
Foundation Source
Technology Center
Orem, UT

Office: 800-839-0054
Tax & Legal Operations
Foundation Source
Tax & Legal Operations
Lake Success, NY

Office: 800-839-0054
Home Office
Foundation Source
Home Office
55 Walls Drive
Fairfield, CT 08624

Office: 800-839-0054
Fax: 800-839-1754

Foundation Source is the nation's largest provider of comprehensive support services for corporate, family, and professionally staffed foundations, bringing unparalleled knowledge and expertise to clients across the country.

The company's administrative services, online foundation management tools, and philanthropic advisory services provide a total outsourced solution. The result: better-run foundations and more effective philanthropy.

Our clients supply the funds, the vision, and the philanthropic goals; we take care of everything else.

Today, Foundation Source provides its services to more than 1,100 foundations, of all sizes, nationwide.

The company provides its services directly to philanthropically minded businesses and families, as well as in partnership with the nation's leading private wealth management firms, law firms, and accounting firms.

Foundation Source is headquartered in Fairfield, Connecticut, with offices in Dallas, Denver, Los Angeles, New York City, Philadelphia, San Francisco, South Florida, Washington, D.C., and Winston-Salem.

Have a question? Call 800-839-0054 or send us an email.