New England Region

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Senior Managing Director

Katherine Holbrook Biotti

Boston, MA

Office: 617-581-2389
Cell: 415-509-7107
kbiotti@foundationsource.com
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Katherine Holbrook Biotti, Senior Managing Director for the New England Region 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.

Business Development Advisor

Davide Estanislau

Fairfield, CT

Office: 203-292-4220
destanislau@foundationsource.com
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Davide Estanislau, Business Development Advisor, covers the New England Region out of the company’s Fairfield, CT headquarters. Davide works with private wealth managers, financial advisors, attorneys, and directly with donors regarding the benefit of a private foundation.

Davide brings to Foundation Source extensive experience generating new business relationships and managing existing accounts working with executive level contacts. Prior to joining the company, Davide worked with several companies in the technology and financial services industry, including Fitch Learning, Financial Tracking Technologies, and The Hartford Life Insurance Company.

Davide graduated from Quinnipiac University with a Bachelor of Arts in Communication Science.

New York Metro Region

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Managing Director

Dennis Ladd

New York, NY

Cell: 917-510-5627
dladd@foundationsource.com
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Dennis Ladd serves as Managing Director for the New York Metro Region, 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.

Business Development Advisor

Julia DeMeo

Fairfield, CT

Office: 203-292-4222
jdemeo@foundationsource.com
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Julia DeMeo, Business Development Advisor, covers the New York Metro Region out of the company’s Fairfield, CT headquarters. Julia works with high-net-worth individuals and families, along with channel partners, particularly private wealth managers, financial advisors, attorneys, and CPAs regarding the benefits of private foundations.

Julia joined the company in 2015 as an Associate Private Client Advisor and transitioned to Business Development Advisor in 2016.

Prior to Foundation Source, Julia served as Director of Development for Junior Achievement of Western Connecticut, where she led a wide range of fundraising, business development, and event management efforts. She also handled strategic partnership initiatives, which included expanding relationships with corporations, foundations, and high-net-worth individuals.

Julia graduated from University of Tampa with a Bachelor of Science in Business Administration.

Mid-Atlantic Region

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Senior Managing Director

Mary Ann Stover

Philadelphia, PA

Office: 267-370-1027
mstover@foundationsource.com
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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. Ms. Stover 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. She 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 assisted 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.

Business Development Advisor

Keith Douglas

Fairfield, CT

Office: 203-319-3792
kdouglas@foundationsource.com
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Keith Douglas, Business Development Advisor, covers the Mid-Atlantic Region out of the company’s Fairfield, CT headquarters. Keith works with private wealth managers, financial advisors, attorneys, and directly with donors regarding the benefit of a private foundation.

Keith brings to Foundation Source more than 25 years of experience in providing tailored solutions for institutions and private wealth management. Prior to joining the company, he served as a Director of Global Bank Sales Foreign Exchange at Citibank in New York. Prior to the FX team, he was part of the Global Fixed Income High Net Worth group advising banks and PWM clients constructing fixed income portfolios with the objective to optimize returns within their investment criteria. He has a Series 7 General Securities Representative and a Series 63 Uniform Securities Agent State Law.

Keith is also founding member and director of the Joshua Kahan Fund, a nonprofit foundation finding a cure for pediatric leukemia.

Keith holds a BBA from the Lubin School of Business, Pace University.

Southern Region

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Managing Director

Hugh Asher

Atlanta, GA

Cell: 404-432-4624
hasher@foundationsource.com
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Hugh Asher serves as Managing Director for the Southern 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.

Business Development Advisor

Sam Uberti

Fairfield, CT

Office: 203-292-4244
suberti@foundationsource.com
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Sam Uberti, Business Development Advisor, covers the Southern Region out of the company’s Fairfield, CT headquarters. Sam works with private wealth managers, financial advisors, attorneys, and directly with donors regarding the benefit of a private foundation.

He brings to Foundation Source a strong background in professional services and business development. Prior to joining the company, Sam worked in financial services for Prudential Financial.

Sam graduated from University of Vermont with a Bachelor of Arts.

Central Region

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Managing Director

Scott Rose

Minneapolis, MN

Cell: 480-273-2878
srose@foundationsource.com
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Scott Rose serves as Managing Director for the Central 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, Scott 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.

Scott 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.

Business Development Advisor

Erik Larsen

Fairfield, CT

Office: 203-292-4256
elarsen@foundationsource.com
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Erik Larsen, Business Development Advisor, covers the Central Region out of the company’s Fairfield, CT headquarters. Erik works with high-net-worth & ultra-high-net-worth individuals and families, along with channel partners, private wealth managers, financial advisors, attorneys, and CPAs regarding the benefits of private foundations.

Prior to joining Foundation Source, Erik was a Regional Sales Consultant at Prudential Annuities, working with financial advisors, RIA’s, and wealth managers, to help them create retirement income solutions.

Erik graduated from Albertus Magnus College with a Bachelor of Science in Business Management.

South Central Region

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Managing Director

Ken Ward

Dallas, TX

Cell: 469-235-6370
kward@foundationsource.com
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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.

Business Development Advisor

Jessica Donahue

Fairfield, CT

Office: 203-292-4254
jdonahue@foundationsource.com
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Jessica Donahue, Business Development Advisor, covers the South Central Region from the company’s Fairfield, CT headquarters. Jessica works with private wealth managers, financial advisors, attorneys, individuals, and existing foundations to offer comprehensive services that makes having a private foundation easy, smooth, and compliant.

Jessica comes to Foundation Source with a broad background in financial services. Prior to joining the company, Jessica was a financial advisor with Wells Fargo Advisors, following a successful career with Barclays Bank in their investment banking and syndicated loan sales groups.

Jessica is an active local volunteer and a member of the Fairfield Leadership Group of Save the Children.

Jessica has a B.S. from Georgetown University and an M.B.A. from Columbia Business School at Columbia University.

Northern Pacific Region

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Managing Director

Justin Murphy

San Francisco, CA

Cell: 650-665-0225
jmurphy@foundationsource.com
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Justin Murphy serves as Managing Director for the Northern Pacific Region, 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.

Business Development Advisor

Stephen Frois

Fairfield, CT

Office: 203-292-4246
sfrois@foundationsource.com
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Stephen Frois, Business Development Advisor, covers the Northern Pacific Region out of the company’s Fairfield, CT headquarters. Stephen works with private wealth managers, financial advisors, attorneys, and directly with donors regarding the benefit of private foundations.

Stephen brings to Foundation Source a strong background in professional services, business development, and retirement income planning. Prior to joining the company, Stephen worked directly with clients at Prudential Annuities, first as a securities-licensed service associate, then transitioning to the role of regional sales consultant, where he helped both clients and financial advisors with retirement income planning solutions.

Stephen graduated from the University of Connecticut with a Bachelor of Arts Degree in Economics after attending Mitchell College in New London Connecticut on a baseball scholarship.

Southern Pacific Region

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Managing Director

Josh Stamer

Mission Viejo, CA

Cell: 949-344-9970
jstamer@foundationsource.com
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Josh Stamer serves as Managing Director for the Southern Pacific Region, 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.

Business Development Advisor

Steven DuBrava

Fairfield, CT

Office: 203-319-3759
sdubrava@foundationsource.com
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Steven DuBrava, Business Development Advisor in the Southern Pacific region, supports this territory out of the company’s Fairfield, CT headquarters. Steven works directly with financial advisors, RIAs, attorneys, CPAs, and high-net-worth individuals, offering the best guidance to a comprehensive management solution in the private foundation space.

Steven was awarded Foundation Sources’ #1 Business Development Advisor in 2016, due to his high performance and attention to clients’ needs. He brings to Foundation Source a strong background in professional services and business development. Prior to joining the company, Steven worked directly with advisors and high-net-worth individuals at Prudential Annuities; and was a business development advisor at PFP Services, working directly with credit unions across the U.S.

Steven graduated from the University of Connecticut with a Bachelor of Arts.

Corporate Headquarters

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Foundation Source

55 Walls Drive
Fairfield, CT 06824

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

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Tax & Legal Operations

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Foundation Source

Lake Success, NY

Office: 800-839-0054

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Technology Center

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Foundation Source

Orem, UT

Office: 800-839-0054

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