Graduate in Business Administration with more than 25 years experience in banking industry. I‘m passionate about engaging with individuals and families in regard to wealth transfer, succession planning and philanthropy. …
Mike Wigley
Mike joined Julius Baer in 2019 from Deutsche Bank Wealth Management where he was a Wealth Planner for six years. Prior to this Mike was a retirement and pensions adviser at Hargreaves Lansdown. Mike provides advice to both domestic and international High Net Worth individuals on a number of key …
Shelby Newton Goodrum
Shelby learned the importance of volunteerism and commitment to community from her mother and grandmother who could always be found supporting causes that were near to their hearts. Leveraging this life-long commitment to community, Shelby started Giving Advisors in 2021 in order to help …
Kate Hofheimer Wilson
Kate Hofheimer Wilson joined the Hampton Roads Community Foundation (HRCF) as Associate Vice President for Development in October 2018. She assists individuals and nonprofit organizations in establishing endowed charitable funds, and manages the Community Leadership Partners, one of HRCF's giving …
Rebecca W. Sauer
Rebecca W. Sauer is senior associate for donor services and has been a member of the Grants and Donor Services team at Thrivent Charitable since December of 2000. Her experience includes developing and implementing Thrivent Charitable’s donor services program, heading its Creation …
Laura Blackburn
Laura’s experiences growing up overseas, created a passion for philanthropy and a belief that we each have a significant contribution to make, whether our time, treasure, talent or ties. Laura has held roles as philanthropic advisor at Excellence in Giving and next generation consultant at World …
María Eugenia Mosquera
Attorney at law with Master in International Taxation, passionate about philanthropy advisory, with specialization in wealth structuring, estate planning, legacy and family governance. …
Melanie Camp
Melanie Camp is the Senior Director of Growth Philanthropy, Major Gifts at Combined Jewish Philanthropies (CJP). At CJP, Melanie plays a vital role in creating successful strategies for engaging and expanding CJP’s vision for philanthropic growth. She is chiefly responsible for leading a team to …
Fred Dent
Fred Dent’s first day on Wall Street was October 19th, 1987, also known as “Black Monday” when the stock market crashed by 23%. Today, he leads a team of professionals at Dent Wealth Advisors, a Baton Rouge, LA Registered Investment Advisory firm. He is the co-founder of the leadership organization, …
Justin Pabalate
Justin recently joined WVDO during the start of the pandemic in May of 2020 as the new Executive Director. Founded in 1977, WVDO is a skill building/professional development nonprofit organization that is committed to promoting racial justice work by supporting our fellow BIPOC and other …
Nicole Marie Bergeron
EXPERIENCE OVERVIEW: I work with siblings, couples, and families to build out grantmaking strategies, grant dockets, investment policy statements, and their mission/vision/values. I spend a good amount of time walking with individuals as executive counsel: how to lead and govern effectively, how to …
Alexandra Ollinger
“I was raised with a ‘family first’ mentality that has carried into adulthood and been passed along to my own children. What I love about Truepoint is that the clients I work with allow me to get to know them in a deep and meaningful way. This familiarity provides the opportunity to help them …