So several years ago, MCF established its Professional Advisor Committee. Comprised of experts in their respective fields, this small group meets with our Philanthropic Planning team on a quarterly basis with one simple goal: to share knowledge that can help each member better serve their constituents. The committee comprises a mix of job functions, to represent a variety of perspectives. These include 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:
Frank Cassidy, Managing Director, Andersen Tax
Philip B. Feldman, Partner, Coblentz Patch Duffy & Bass
Emily A. Foehr, Associate, Venable LLP
Brian Jeffs, Partner, Seiler
Connie Liu, Partner, Hanson Bridgett
Julia Matsudaira, Vice President, Philanthropic Advisory, Jordan Park
Dave Schrader, Managing Director Client Relations, Ohana Advisors
Nichole Walker, Senior Wealth Planner, SVP at City National Bank
