FAIRFIELD, CT –February X, 2017– Foundation Source, a company that establishes and provides comprehensive management and advisory services for private foundations, today announced that Scott Rose has been appointed Managing Director for the Midwest.
Mr. Rose’s appointment marks a key step in Foundation Source’s strategy to build its presence in the Midwest. He will be based in Minneapolis until June and will be relocating to Chicago. He will be responsible for building the brand and growing the firm’s business in Minnesota, Illinois, Michigan, Indiana, Wisconsin, Iowa, North Dakota, South Dakota, and Nebraska.
“Scott has an extensive track record of working with advisers and their high-net-worth clients,” says CEO Susan Friedlander Calzone. “The depth of his experience in wholesale distribution, his robust network of wealth managers throughout the Midwest and his thoughtful client relationships bring great value to the continued growth of our business.”
With over 20 years of experience in the financial services industry, Mr. Rose was most recently a Vice President and Client Advisor at JP Morgan, where he was responsible for wholesale distribution of JP Morgan mutual funds, SMAs, and ETFs to wirehouses. He has held similar roles at Allianz Global Investors (and its predecessor PIMCO Funds) as well as DWS/Scudder Kemper Investments. Previously, he was a financial advisor at Prudential Securities.
“Scott has worked closely with a number of key wirehouses, including Merrill Lynch, Morgan Stanley, UBS, and Wells Fargo Advisors,” says Chief Distribution Officer Joseph M. Fuschillo. “Leveraging his connections to these distribution channels will provide a number of opportunities for our team, and we are excited to bring him onboard.”
Mr. Rose earned his BA in Business Administration & University Studies from North Dakota State University. He is FINRA Series 7 and 63 certified, as well as licensed in life and health insurance. He also earned the Chartered Mutual Fund Counselor designation. Mr. Rose and his family currentlyreside in Minneapolis.
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, compliance, 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, accounting firms, and family offices, as well as directly with individuals and families. Foundation Source is headquartered in Fairfield, Connecticut.