Former Deutsche Bank executive to build business in the South Central Region from Dallas office
FAIRFIELD, CT–November 2, 2016 – Foundation Source, a company that establishes and provides comprehensive management and advisory services for private foundations, today announced that Ken Ward has been appointed Managing Director of the South Central Region.
In his position, Mr. Ward will be responsible for building the brand and growing the firm’s business with responsibility for Texas, Oklahoma, Missouri, Kansas, Louisiana and Arkansas. He reports to Chief Distribution Officer Joseph Fuschillo.
“Ken brings extensive experience with asset management firms in building awareness and demonstrating value to regional broker dealers, bank trust officers and the RIA community,” says CEO Susan Friedlander Calzone. “That background is valuable to developing relationships and educating advisors about foundations as an important part of working with high-net-worth clients. Channeling this knowledge, as well as his deep network in the South Central region, is vital to the growth of our business.”
With over 30 years of experience in the financial services industry, spanning multiple aspects, Mr. Ward has a track record of success in asset gathering and creating and maintaining deep customer relationships across all wirehouse channels. He was most recently 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.
“Ken has worked with high-new-worth and ultra-high-net-worth families and collaborated very successfully with partners like Merrill Lynch and UBS on developing and delivering financial adviser continuing education programs,” says Chief Distribution Officer Joseph M. Fuschillo. “His extensive history and connections to distribution channels are an important asset to our team.”
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.
About Foundation Source (www.foundationsource.com)
Foundation Source is the nation’s largest provider of comprehensive support services for private foundations. The company’s administrative services, online foundation management tools, and philanthropic advisory services provide a complete outsourced solution, including the creation of new foundations. Our clients supply the vision; we provide everything else. Now in our second decade, Foundation Source provides its services to more than 1,300 family, corporate, and professionally staffed foundations, of all sizes, nationwide. We work in partnership with wealth management firms, law firms, and accounting firms, as well as directly with individuals and families. Foundation Source is headquartered in Fairfield, Connecticut.