New England Region
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Katherine Holbrook Biotti
Senior Managing Director
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.
Katherine graduated with honors from Regis University with an MBA. In addition, she holds a BS in Business Administration from Ithaca College.Download vCard
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Mary Ann Stover
Senior Managing Director
Mary Ann Stover serves as Foundation Source's Senior Managing Director for the Mid-Atlantic Region, helping clients achieve their charitable goals through foundation administration services and customized philanthropic assistance. Mary Ann has extensive experience in philanthropy as well as management, 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, where she planned and managed innovative granting projects, including negotiating budget development, brokering funding partnerships, and overseeing project start-up and performance. Mary Ann managed a portfolio of 26 projects totaling more than $30 million.
Mary Ann later served as the Chief Officer for Program Administration in the Trusts' Executive Office. In this role, she supported the President with management, planning, administration, budgeting and communications for seven departments making grants totaling up to $200 million a year. Mary Ann staffed the President on complex, cross-functional grantmaking projects, including the high profile effort to relocate the art collection of the Barnes Foundation. She also prepared special reports and grantmaking-related communications to facilitate decision making by the Board of Directors.
In addition, Mary Ann has served as an assistant dean at Temple University, interim 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.Download vCard
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Hugh Asher serves as Managing Director for the Southeast Region, based in Atlanta. He works with private wealth managers, financial advisors, attorneys, and directly with donors regarding the benefits of a private foundation. He has nearly 20 years of experience across multiple aspects of the financial services industry, focused on investment advising and portfolio management services.
Prior to joining Foundation Source, Hugh was Managing Director at boutique investment management firm, Cedar Capital, where he had business development responsibilities across the Southeast. Prior to that, he was Regional Director for Morgan Stanley’s Consulting Group where he was responsible for the firm’s advisory sales in the Southeast Region collaborating successfully with the private wealth advisors. He spent six years with Smith Barney and Citigroup Global Markets as Divisional and Regional Director for the firm’s different investment and product platforms and has held financial advisor positions at Capital Guardian Trust Company and Salomon Smith Barney.
Hugh earned his B.A. from Tulane University. He is FINRA Series 7, 8, 9, 10, 63 and 65 licensed and currently holds the CIMA®, Certified Investment Management Analyst®, designation. Hugh and his family live in Atlanta, GA.Download vCard
South Central Region
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Ken Ward serves as Managing Director for the South Central Region, based in Dallas. He is responsible for building the brand and growing the firm’s business with responsibility for Texas, Oklahoma, Missouri, Kansas, Louisiana, and Arkansas. Ken has extensive experience is working with asset management firms in building awareness and demonstrating value to regional broker dealers, bank trust officers, and the RIA community.
Ken’s background includes over 30 years of experience in the financial services industry, spanning multiple aspects. Prior to joining Foundation Source, he was Senior Regional Vice President with Deutsche Asset Management and held similar roles at a number of firms, such as Gabelli and Co, Hatteras Alternative Investments, Oppenheimer Funds and Lord Abbett & Co.
Mr. Ward earned his BA in Economics from Rutgers and his Masters of Business Administration from Penn State. He is FINRA series 7, 24, 63 and 65 licensed. Mr. Ward and his family live in Irving, TX.Download vCard
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Scott Rose serves as Managing Director for the Midwest Region, based in Minneapolis MN. He works with private wealth managers, financial advisors, attorneys, and directly with donors regarding the benefits of a private foundation. He has over 25 years of experience across multiple aspects of the financial services industry.
Prior to joining Foundation Source, Mr. Rose was Vice President / Client Advisor at JP Morgan Asset Management, where he was responsible for wholesale distribution of JP Morgan mutual funds, SMAs, and ETFs to wirehouses (Merrill Lynch, Morgan Stanley, UBS and Wells Fargo Advisors) in MN, WI, IA, ND, and SD. Before that, he was a Director at Allianz Global Investors Distributors, LLC (and its predecessor firm PIMCO Funds), where he was responsible for wholesale distribution of AllianzGI investment capabilities within the wirehouse and independent channels; Registered Investment Advisors, and financial institutions throughout the upper Midwest, and Mountain States regions. In addition, he held senior positions at DWS/Scudder Kemper Investments and Prudential Securities.
Mr. Rose earned his B.A. from North Dakota State University. He is FINRA Series 7 and 63 licensed, as well as licensed in life and health insurance. He also earned the Chartered Mutual Fund Counselor designation. Mr. Rose lives in Minneapolis, MN.Download vCard
Southern California Region
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Mission Viejo, CA
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.Download vCard
New York Region
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New York, NY
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.Download vCard
Northern California Region
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San Francisco, CA
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.Download vCard