Professional Advisor Committee

We believe it’s critical to stay closely connected to our professional advisor partners. Their clients are our donors, and we share the responsibility for providing them with superlative service and informed advice.

So several years ago, MCF established its Professional Advisor Committee. This small group, comprising experts in their respective fields, meets with our Philanthropic Planning team quarterly with a simple goal: share knowledge that can help each member better serve their constituents. The committee comprises a mix of wealth advisors, investment managers, attorneys, and finance and tax experts. Through honest feedback and candid conversation, the committee has provided us with terrific insights that have allowed us to hone our offerings and communications. Equally, the gatherings enable our advisors to keep abreast of the rapidly-moving world of philanthropy, particularly complex financial and taxation aspects and giving trends. Allow us to introduce our current world-class committee:

Headshot of Frank Cassidy wearing a white dress shirt and brown jacket

Frank Cassidy, Managing Director, Andersen Tax

Headshot of Meredith Etherington

Meredith Shuey Etherington, Portfolio Manager & Head of the San Francisco Office, Brown Advisory 

Headshot of Philip Feldman wearing a white dress shirt and brown jacket

Philip B. Feldman, Partner, Coblentz Patch Duffy & Bass

Headshot of Emily Foehr

Emily A. Foehr, Partner, Venable LLP

Headshot of Julia Matsudaira wearing a dark jacket and printed blouse

Julia Matsudaira, Senior Vice President, Impact Advisory, Jordan Park

Headshot of Patrick McCabe wearing a light blue dress shirt, brown jacket, and brown tie

Patrick McCabe, Partner, Shartsis Friese LLP

Headshot of Dave Schrader wearing a blue shit and dark blue jacket

Dave Schrader, Managing Director Client Relations, Ohana Advisors

Head and shoulders image of Minerva Tottie, smiling at camera wearing a white sleeveless top

Minerva Tottie, Managing Partner at Realize CPA LLP

Image of Nichole Walker head and shoulders, smiling, wearing a white shirt and chain

Nichole Walker, Senior Wealth Planning Strategist, SVP at Comerica

A father holds his son, a young boy with dark hair, against his chest while he reads a book with him, surrounded by a collage of orange poppies, a stack of books and green marker lines.

Let's impact our community

CONTACT US