“Investing Philanthropic Dollars:
Notes from the Field

Thursday, October 11, 2018 | 4:00 - 7:00 pm
Impact Hub Seattle 

Updated 9/21/18 at 2:35 PM
38 Members + 30 non-members = 68 Guests

 


Sue Andresen  
Bloedel Reserve 
 
Guest of Audette 
TBD 
 
Melanie Audette 
Mission Investors Exchange 
 
Kristen Bauer 
Tiedemann Wealth Management  
 
Susan Beller 
RecipeForPeaceNow 
 
Regina Bellody 
Bloodworks Northwest 
 
Jim Carney 
Morgan Stanley 
 
Libby Carr 
Carr Financial Advocates 
 
Oneika Cassanova 
U.S. Bank Private Client Reserve 
 
Juan Cotto 
Bloodworks Northwest 
 
Beverly Cox 
B Cox Planning 
 
Jennifer Crouch 
VillageReach 
 
Anne Daffern 
Bloodworks Northwest 
 
Byron Dailey 
Lane Powell PC 
 
Mark Davis 
D.A. Davidson 
 
Amy DeForeest 
Willis Towers Watson 
 
Lorraine del Prado 
del Prado Philanthropy Training & Consulting 
 
Bryan Digel 
Cornerstone Advisors 
 
Steven Elliott 
Capstone Trust 
 
David Fain 
MCM 
 
Jim Falcone 
Fulcrum Wealth Advisors 
 
Thomas Falkner 
Lane Powell PC 
 
Nick Flores 
Caprock 
 
Amanda Flynn 
Tiedemann Wealth Management  
 
Kathryn Garrison 
Moss Adams Wealth Advisors 
 
Jeanne Goussev 
Laird Norton Wealth Management 
 
Mike Grimme 
Clearpoint 
 
Scott Hardman 
Alexander Hutton 
 
Holli Harris 
Bloodworks Northwest 
 
Nichole Heidrick 
Wells Fargo Private Bank 
 
Stephanie Honan 
UBS Financial Services 
 
Nate Ill 
Goldman Sachs & Co. 
 
Catherine Irby Arnold 
U.S. Bank Private Wealth Management 
 
Jan Aldrich Jacobs 
U.S. Trust 
 
Darcy Johnson 
Fulcrum Capital LLC 
 
Rachel Kirschner 
BNY Mellon Wealth Management 
 
Julia Kittross 
Philanthropy Sherpas 
 
Eric Larsen 
SiDx, Inc. 
 
Michelle Mathieu 
Fulcrum Capital, LLC 
 
Richard Matthews 
Law Offices of Richard P. Matthews 
 
Catherine McConnell 
Seattle Goodwill Industries 
 
Liz McGrath 
Key Private Bank 
 
Nickolaus Momyer  
Tiedemann Wealth Management  
 
John Moskowitz 
Charles Schwab 
 
Donald Murphy 
Peterson Sullivan LLP 
 
Craig Muska 
TILT Investments 
 
Troy Niehaus 
Bernstein 
 
Molly Norton 
Brighton Jones 
 
Alison O'Carroll 
Fred Hutchinson Cancer Research Center 
 
Kerry O'Keefe 
Cascade Public Media - KCTS 9  
 
Bareq Peshtaz 
Morgan Stanley 
 
Julia Reed 
Schwab Charitable 
 
Rao Remala 
Remala Foundation 
 
Satya Remala 
Remala Foundation 
 
John Richmond 
Laird Norton Wealth Management 
 
Stephen Robinson 
The Seattle Foundation 
 
Kirstin Sandaas 
The Seattle Foundation 
 
Laurie Schmertz 
Woodland Park Zoo 
 
Jane Searing 
Clark Nuber P.S. 
 
Jim Tegeler 
Laird Norton Wealth Management 
 
Tresa Thomas Massiongale 
Bloodworks Northwest 
 
Jack Tomkinson 
Urban Sparks 
 
Thomas Varga 
The Valtas Group 
 
Janet Welcher 
Fulcrum Capital, LLC 
 
Teresa Wells 
Tiedemann Wealth Management  
 
Georgette Wong 
Correlation Consulting 
 
David Wu 
Woodland Park Zoo 
 
Bill Zook 
Evergreen Planned Giving, LLC 
 
TOTAL: 68