Former Windhaven Investment Management executive to lead institutional business at leading private foundation services firm
FAIRFIELD, CT – October 6, 2016 –Foundation Source, a company that establishes and provides comprehensive management and advisory services for private foundations, today announced that William L. Brennan has been appointed Head of Institutional Sales for the company.
In his position, Mr. Brennan leads strategic alliances and the development of the institutional business. He reports to Joseph Fuschillo, Chief Distribution Officer, and will work closely with Julie Binder, Director of Strategic Alliances, to develop deeper institutional relationships for Foundation Source.
“Bill has developed deep relationships with product specialists, complex managers and home office executives at many of our strategic partners, such as Morgan Stanley and UBS,” says CEO Susan Friedlander Calzone. “He has had great success throughout his career in the corporate, endowment, and public fund institutional client segments. He is a strong addition to our distribution team.”
With nearly 30 years of experience in the financial services industry, Mr. Brennan has a track record of success working with all segments of the institutional and intermediary-driven markets, including foundations, endowments, family offices, wire houses and consultants.
Prior to joining Foundation Source, Mr. Brennan was Managing Director at Windhaven Investment Management, where he launched the firm’s institutional sales effort and provided coverage for all institutional investors, consultants, and distribution firms for the east coast territory. Previously, he was a Managing Director in sales at K2 Advisors, led the sales and relationship management efforts at P&A Capital Advisors, and managed the institutional and distribution sales teams at U.S. Trust, and Avatar Associates.
Mr. Brennan earned his B.A from Hobart College. He is active in numerous charitable and community organizations, including Appalachia Service Project, which takes over 160 high school students to the Appalachia region for week-long home repair projects each summer.
Mr. Brennan and his family live in Fairfield, CT.
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.