FAIRFIELD, CT—April 9, 2014—Foundation Source, the nation’s largest provider of comprehensive support and advisory services for private foundations, today announced that Senior Managing Director Katherine Holbrook is now leading business development efforts in the New York and New England regions. The eight-year Foundation Source veteran recently moved back to her home town of Boston from San Francisco, where she had established a thriving practice of private foundation clients.
Katherine is an expert in private foundation administration and compliance. In her role as Senior Managing Director, she will advance Foundation Source in the market, working with individual, family, and corporate donors that either run or are establishing private foundations. She also works directly with the advisors who serve high-net-worth donors: Private wealth managers, investment advisors, regional trust companies, estate planning attorneys, and tax advisors. She assumes primary responsibility for New York, Connecticut, Rhode Island, Massachusetts, New Hampshire, Vermont, and Maine. Katherine can be contacted by email at firstname.lastname@example.org.
“Over the last seven years, Katherine has built a vital and vibrant presence for Foundation Source on the West Coast,” said Robert Chartener, CEO of Foundation Source. “Philanthropic families, and the advisors who serve them, appreciate Katherine’s understanding of private foundations as well as the insight that she brings to our clients and partners. These same assets, along with her years of experience, will serve her well as she moves to the same part of the country that she calls ‘home.’”
Before joining Foundation Source, 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. She 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, a graduate of Ithaca College, has a B.S. in business management and an MBA from Regis University in Denver, CO.
About Foundation Source (www.foundationsource.com)
Foundation Source is the nation’s largest provider of comprehensive support services for private 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 for private foundations. The result: better-run and more effective foundations. 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 family, corporate, and professionally staffed foundations, of all sizes, nationwide. The company provides its services directly to philanthropically focused families and institutions 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 Boston, Denver, Los Angeles, New York City, Philadelphia, San Francisco, South Florida, Washington, D.C., and Winston-Salem.
Rich Polt Communications Liaison