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Leadership Team

Submitted by dschreck on January 13, 2010 - 8:32pm

Daniel M. Schley

Chairman

"When I started my foundation, I became a poster-child for how to do it wrong, so I instantly understood Foundation Source’s value proposition. Foundation Source solved all the challenges I was facing at the time and made it easy for my family and me to dispatch with administrivia and enjoy making a difference with our philanthropic capital. I understand the impact a well-run foundation can have and the joy it can bring to donors and their families."

Dan Schley serves as Chairman of the Board of Directors, which is responsible for the direction, strategy and success of the company. Mr. Schley joined Foundation Source as Chairman and CEO in 2003, guiding the company to its current position as the nation’s largest private foundation management company.

Prior to joining Foundation Source, Mr. Schley served as Chairman and CEO for three successful financial services-based technology companies. In 1995 he co-founded Home Financial Network, a pioneer in the then-emerging field of Internet banking and online financial services, which was sold to Sybase, Inc. in 2000. Mr. Schley served as Chairman and CEO of MECA Software, Inc, a leading developer and publisher of personal finance, tax preparation and small business accounting software, which he acquired in 1987, took public in 1990, and subsequently sold to H&R Block in 1994.

Mr. Schley is a graduate of Stanford University and Harvard Business School.

 
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H. King McGlaughon

Chief Executive Officer

"Our mission continues to focus on expanding the impact we have in supporting the global philanthropic enterprise, as we develop and bring to market innovative services and strategic advice. Working ever more effectively with donors and their trusted advisors, Foundation Source can enable more families to have significant impact on the world around them.”


King McGlaughon is responsible for the overall strategy and direction of the company, as well as for the ongoing execution of that strategy by the Foundation Source team. He reports to the board of directors.

Prior to Foundation Source, Mr. McGlaughon most recently served as chief philanthropic officer for Wells Fargo Philanthropic Services and as managing executive of Wachovia’s Nonprofit and Philanthropic Services Group. Previously, he served as first vice president and director in Merrill Lynch’s Wealth Management Services group and as director of the Merrill Lynch Center for Philanthropy and Nonprofit Management.

In addition to his roles in the private wealth sector, King served as the provost and dean at The American College in Bryn Mawr, PA, where he also held The Sallie B. and William B. Wallace Chair in Philanthropy in the school’s graduate division.

Mr. McGlaughon is a graduate of The University of North Carolina at Chapel Hill, where he was a Morehead Scholar, and the University of North Carolina School of Law. He is also a graduate of The General Theological Seminary in New York, NY, and is a priest of the Episcopal Church. King speaks regularly at national, regional and local events on the topics of philanthropy and wealth management, nonprofit governance and management, charitable planning for individuals and families, and management and planning for private foundations.

 
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Andrew C. Bangser

President

"Philanthropy is central to the American culture, and for over 100 years the private foundation has proven to be the most flexible, collaborative and lasting vehicle for effective giving. Through Foundation Source, I've had the privilege to be able to help donors and their families run their foundations efficiently and effectively, and drawn great satisfaction from knowing that both our foundation families and the charities they serve are making a difference."

Andy Bangser is responsible for the company's business strategy and financial performance, as well as its operating activities, which include product development, business development and foundation operations.

Immediately prior to joining Foundation Source, Mr. Bangser served as Senior Vice President and CFO of Financial Fusion, a leading provider of eFinance solutions for Global 1,000 financial institutions. Prior to Financial Fusion, Mr. Bangser was CFO of Home Financial Network, a pioneer in the then-emerging field of Internet banking and online financial services. Previously, he spent 15 years at GE, where he was a Senior Vice President of GE's Venture Capital and Corporate Finance groups.

Mr. Bangser is a graduate of Brown University and The Wharton School of the University of Pennsylvania.

 
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Page Eberstadt Snow

Chief Philanthropic Officer and President of Foundation Source Advisors

"Foundation Source has allowed me to share my 20 years of philanthropic experience with our clients. What starts out as a part-time pursuit to do some good often becomes the most meaningful aspect of their lives. For established foundations, it is gratifying to pioneer ground-breaking solutions and establish family legacies that last for generations."

Page Snow is responsible for the firm’s business development activities and for providing education and resources to clients through the company's network of philanthropic advisors.

Prior to joining Foundation Source, Ms. Snow spent over 10 years with The Pew Charitable Trusts, one of the nation's top 10 foundations, with assets of $4 billion and annual grant commitments of over $200 million. As the Trust's Chief Officer of Institutional Planning, she helped to design, evaluate and remodel key operations of the foundation in support of the Trusts' model of results-based grantmaking. She has expertise in strategic planning, program design and evaluating multi-million dollar grant investments.

Ms. Snow has served on advisory committees for several prestigious philanthropic organizations, including the Center for Effective Philanthropy, the John S. and James L. Knight Foundation, the White Oak Cultural Policy Conference, the Center for Arts and Cultural Policy Studies, the Arts Organization Stabilization Initiative and the W.K. Kellogg Foundation.

Ms. Snow is a graduate of Sarah Lawrence College, and the University of Pennsylvania.

 
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Jeffrey D. Haskell

Chief Legal Officer

"Here at Foundation Source, we put our unique blend of legal, tax and accounting knowledge to work for our clients on a daily basis helping them stay informed and in compliance. For 10 years, I have personally enjoyed developing and refining cutting edge techniques grounded in solid research to enhance the scope of a foundation’s philanthropic options by innovating programs for hardship, emergency, medical emergency assistance and so on."

As Chief Legal Officer at Foundation Source, Jeffrey Haskell is responsible for providing guidance on legal and tax issues to the foundations that the company serves.

Mr. Haskell provides support to foundations and their advisors on a range of issues including program- and mission-related investments, grants to individuals, expenditure responsibility grants, equivalency determinations, scholarship and award programs, set-aside projects, return preparation, and compliance with self-dealing, minimum required distributions, excess business holdings, jeopardizing investments, and taxable expenditure rules.

Prior to joining Foundation Source, Mr. Haskell was an associate at the law firms of Kronish Leib Weiner & Hellman LLP and Olshan Grundman Frome Rosenzweig & Wolosky, in the Tax and Trusts and Estates departments. Prior to joining Olshan Grundman, Mr. Haskell worked at Coopers & Lybrand in the Business Tax Planning Group.

Mr. Haskell is involved in pro bono work for public charities and has served as an adjunct lecturer at Baruch College of Accountancy, where he taught corporate tax law. Articles by Mr. Haskell have appeared in Trusts & Estates and Taxation of Exempts magazines, and in Cardozo Law Review. Additionally, he is a frequent speaker on the rules and regulations pertaining to private foundations.

Mr. Haskell is a graduate of Yeshiva University and the Benjamin N. Cardozo School of Law, where he was a member of the Cardozo Law Review. He received a Masters of Law in Taxation from New York University School of Law, where he was a member of the NYU Tax Law Review.

 
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Anders O. Soderstrom

Chief Operating Officer

"Working at Foundation Source means putting powerful tools in the hands of America’s most ambitious philanthropists. Whether it’s enabling donors to connect and make grants rapidly and easily from anywhere in the world – or using modern tracking and results tools to determine the real-world effectiveness of those grants, I take great pride in developing next-generation technology that helps people help people while bringing families together."

Anders Soderstrom is responsible for the current and future state of the company's technology platforms as well as for client support activities.

Prior to joining Foundation Source, Mr. Soderstrom had a successful career at Skandia Insurance Company Ltd, a Swedish insurance and financial services group, and its subsidiary American Skandia Life Assurance Company. He held various positions, including Chief Information Officer at American Skandia during a period of high growth as American Skandia became one of the premier Variable Annuity providers in the US with total assets in excess of $40 billion and annual sales of $12 billion in the year 2000. He has also held a position as Global Chief Information Officer at Skandia Assurance & Financial Services and President of the Skandia Technology Center, Inc., with overall responsibility for technology and technology platforms at existing and newly started subsidiaries in more than 20 countries worldwide.

Mr. Soderstrom is a graduate of the University of Linkoping in Sweden.

 
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