Locations

Jessica Donahue, Senior Managing Director, covers the Northeast region from the company’s Fairfield, CT headquarters. Jessica works with private wealth managers, financial advisors, attorneys, individuals, and existing foundations to offer comprehensive services that makes having a private foundation easy, smooth, and compliant.

Before joining Foundation Source, Jessica was a financial advisor with Wells Fargo Advisors in Westport, CT. Earlier in her career, Jessica was a Director at Barclays Bank in its investment banking group in New York City.

Jessica has a B.S. in Business Administration from Georgetown University and an M.B.A. from Columbia Business School.

Jessica lives with her family in Westport CT where she in an active alumnus of Georgetown and a member of the Fairfield leadership council of Save the Children.

Davide Estanislau, Director of Business Development, covers the Northeast region out of the company’s Fairfield, CT headquarters. Davide works with private wealth managers, financial advisors, attorneys, and directly with donors regarding the benefit of a private foundation.

He brings to Foundation Source extensive experience generating new business relationships and managing existing accounts working with executive level contacts. Prior to joining the company, Davide worked with several companies in the technology and financial services industry, including Fitch Learning, Financial Tracking Technologies, and The Hartford Life Insurance Company.

Davide graduated from University of Connecticut with a Bachelor of Arts in Communication Science.

Sharon Reid DeFlorio serves as Business Development Representative for the Northeast Region, out of the company’s Fairfield, CT headquarters. In this role, Sharon handles inquiries about the company’s services and engages in targeted outreach, building and nurturing relationships for the team.

She has been with Foundation Source since 2019, starting as a Private Client Advisor on the Premier team, where she administered grants in excess of $100 million a year. With experience pursuing strategic opportunities and cultivating business relationships, Sharon is a customer centric professional with excellent leadership and interpersonal skills, including management of vendor relationships with Morgan Stanley, Computershare, and PricewaterhouseCoopers. She is a philanthropist and fundraiser for cancer research and multiple scleroses, and participates in half marathons and cycling events for non-profit organizations.

Prior to Foundation Source, Sharon was the Executive Compensation Analyst at Xerox Corporation. Prior to Xerox she was the Senior Corporate Paralegal at a Fortune 500 company and managed their corporate portfolio of domestic and international subsidiaries.

Sharon graduated from John Jay College of Criminal Justice with a Bachelor in Science in Criminal Justice and a holds a paralegal certification from Adelphi University. Originally from Birmingham, England, Sharon resides in Norwalk, CT with her husband Joseph.

Justin Murphy serves as Senior Managing Director for the Mid-Atlantic region, working with private wealth managers, financial advisors, attorneys, and directly with donors regarding the benefits of a private foundation. He has a strong background in professional services and business development.

Before joining Foundation Source, Justin worked in San Francisco as a Sales Consultant with LexisNexis, a global provider of workflow solutions for the professional services sector, partnering with AmLaw 200 firms and corporate clients. Prior to that, Justin was a sales consultant with Thomson Reuters West, an international publisher of industry intelligence for businesses and professionals.

Justin also practiced as an attorney in the state of Pennsylvania at the Harrisburg, PA firm Marshall Dennehey; the Philadelphia, PA firm Swartz Campbell; and the Public Defender’s Office of Lancaster County. He also served as counsel for the Supreme Court of Pennsylvania.

Mr. Murphy has a Juris Doctor from the Pennsylvania State University Dickinson School of Law, and a Bachelor of Arts from West Virginia University

Julia DeMeo, Director of Business, Southeast Region, works with high-net-worth individuals and families, along with channel partners, particularly private wealth managers, financial advisors, attorneys, and CPAs regarding the benefits of a private foundation.

Julia has been with Foundation Source since 2015 starting as a Business Development Advisor serving the New York market and, initially, as a Private Client Advisor.

Prior to Foundation Source, Julia served as Director of Development for Junior Achievement of Western Connecticut, where she led a wide range of fundraising, business development, and event management efforts. She also handled strategic partnership initiatives, which included expanding relationships with corporations, foundations, and high-net-worth individuals.

Julia graduated from University of Tampa with a Bachelor of Science in Business Administration. She also holds the designation Chartered Advisor in Philanthropy (CAP®) through The American College of Financial Services.

Rachael Dineen serves as Business Development Representative for the North Central and Southeast Regions, out of the company’s Fairfield, CT headquarters. In this role, Rachael handles inquiries about the company’s services and engages in targeted outreach, building and nurturing relationships for the team.

Prior to Foundation Source, Rachael managed the marketing activities for NYFIX, Inc., which provided automated trading and execution solutions for the financial services and institutional trading marketplace.

Outside of work, she serves as a committee member of the charity Minks to Sinks, assisting in the bi-annual fundraising campaign benefiting Family and Children’s Agency of Fairfield County. Rachael also served on the Board of Directors for the Wilton Youth Basketball Association, overseeing the organization’s program strategy.

Rachael graduated from Siena College with a Bachelor of Science in Marketing and Management.

Erik Larsen serves as Director of Business Development for the North Central region from the company’s Fairfield, CT headquarters. Erik works with high-net-worth and ultra-high-net-worth individuals and families, private wealth managers, financial advisors, attorneys, CPAs, and existing foundations by offering services that make owning and operating a private foundation easy, for families or corporations, regardless of size or complexity.

Prior to joining Foundation Source, Erik enjoyed 11 years in the financial services industry as a Regional Sales Consultant at Prudential Annuities, working with financial advisors, RIA’s, and wealth managers to help their clients create retirement income solutions, and as a financial advisor at MetLife helping clients manage and protect their wealth, their families, and their businesses.

Erik graduated from Albertus Magnus College with a Bachelor of Science in Business Management. He also holds the designation Chartered Advisor in Philanthropy (CAP®) through The American College of Financial Services.

Rachael Dineen serves as Business Development Representative for the North Central and Southeast Regions, out of the company’s Fairfield, CT headquarters. In this role, Rachael handles inquiries about the company’s services and engages in targeted outreach, building and nurturing relationships for the team.

Prior to Foundation Source, Rachael managed the marketing activities for NYFIX, Inc., which provided automated trading and execution solutions for the financial services and institutional trading marketplace.

Outside of work, she serves as a committee member of the charity Minks to Sinks, assisting in the bi-annual fundraising campaign benefiting Family and Children’s Agency of Fairfield County. Rachael also served on the Board of Directors for the Wilton Youth Basketball Association, overseeing the organization’s program strategy.

Rachael graduated from Siena College with a Bachelor of Science in Marketing and Management.

Ryan DeMaria is our Director of Business Development for the South Central Region, based in the Fairfield CT office. Ryan works with donors, financial advisors, wealth managers, and attorneys regarding the benefits of private foundations and outsourced support services.

Prior to joining Foundation Source in 2013, Ryan was manager of a nine-person inside sales team that operated in the healthcare software space. His strengths include his ability to forge deep and meaningful client relationships and his aptitude for anticipating his clients’ needs.

Ryan holds a BS in Economics from the University of North Carolina, Wilmington.

Living in Fairfield, CT, Ryan enjoys staying active and exploring the outdoors.

John Johnson, serves as Director of Business Development for the company’s Northwest region. In this role he works with high and ultra-high-net-worth individuals and families, private wealth managers, financial advisors, attorneys, and CPAs to identify and achieve philanthropic goals through private foundations.

Joining Foundation Source’s Client Service’s team in 2011, John worked directly with the company’s clients as the main point of contact between their foundations and our services. As a result of his professional skills and passion for philanthropy, he was promoted to manage a team of Private Client Advisors serving nearly 400 foundations across the country. Alongside his clients and colleagues, John developed countless grant programs, corporate foundation initiatives, payments to distressed individuals, international grants, and impact investing strategies.

Prior to joining Foundation Source, John worked as a personal banker and credit managers for Wells Fargo Bank.

John has a B.S. in Kinesiology with a minor in Business from James Madison University in Virginia. This is where he began his journey in philanthropy, assisting the development of a free local ride-share program as well as multiple other non-profit initiatives. Born and raised in Connecticut, John currently lives in Shelton, CT. He is (slowly) improving his golf game and enjoys traveling to new destinations.

Steven DuBrava, Director of Business Development in the Southwest region, supports this territory out of the company’s Fairfield, CT headquarters. Steven works directly with financial advisors, RIAs, attorneys, CPAs, and high-net-worth individuals, offering the best guidance to a comprehensive management solution in the private foundation space.

Steven has been with Foundation Source for over five years, steadily advancing within the business development organization, most recently leading the inside sales team before assuming his current role. Prior to joining the company, Steven worked directly with advisors and high-net-worth individuals at Prudential Annuities; and was a business development advisor at PFP Services, working directly with credit unions across the U.S.

Steven graduated from the University of Connecticut with a Bachelor of Arts. In his free time, you can catch Steven watching a New York Yankees game, on the golf course, or watching his beloved UConn men’s basketball team.

James Maccone is Team Lead for the company’s Business Development Representatives. In addition, he provides coverage for the company’s Southwest Region, where he handles inquiries about the company’s services and engages in targeted outreach, building and nurturing relationships in that region.

James joined Foundation Source in 2019 as a Private Client Advisor after serving as the Development Coordinator for the Discovery Museum in Bridgeport, CT. Prior to that, he worked as the Patient Support Manager for Compass One Healthcare with Hartford Hospital.

Through his experience, James has worked with numerous public charities and private foundations to improve development and operational efficiencies to help them better fulfill their missions.

James has a B.S. in Biology from the University of Connecticut and an MBA in Business Management from Sacred Heart University. He is deeply involved with the Greek Archdiocese of America; serves on the board for the Telos Project (engaging young professionals in our community through service); and is an active member of AHEPA (American Hellenic Educational Progressive Association). He avidly enjoys CrossFit, skiing, and Formula 1 Racing.

Josh Stamer serves as Senior Managing Director for the Southern Pacific Region, working with wealth managers, financial advisors, attorneys, and donors who either have or are interested in establishing a private foundation. He has extensive experience in both financial and client services.

Prior to Foundation Source, Josh was the Western Regional Sales Director with Workiva, formerly WebFilings, where he successfully on-boarded and developed client partnerships with some of the nation's largest banks, insurance companies, and mutual and hedge fund organizations. Josh helped lead the company's entry into the financial services market on the West Coast, providing expertise in compliance, risk management, regulation, and business development. Earlier in his career, he was Strategic Sales Manager at Maxwell Systems, Inc., the largest privately held construction software company in North America, and also held executive business development roles at DHL USA and Enterprise Rent-A-Car.

Josh graduated Magna Cum Laude from California State University, Long Beach, and from the University of Wollongong in New South Wales, Australia, where he focused on business management. He currently resides in Mission Viejo, CA.

Outside of work, he and his wife both work with the St. Jude's Children's Research Hospital and The Young Life Foundations.

Kevin Perregaux, Director of Business Development, covers the California region out of the company’s Fairfield, CT headquarters. Kevin works with high-net-worth individuals and families, along with channel partners, particularly private wealth managers, financial advisors, attorneys, and CPAs regarding the benefits of a private foundation. He has been with Foundation Source since 2017, starting as a Private Client Advisor.

Prior to joining Foundation Source, Kevin accrued 13 years of experience in the financial services sector. His expertise includes wealth management advisory, hedge fund operations, investment banking operations, and fixed income sales. Most recently, Kevin served as a Business Analyst and Portfolio Trader for Barnum Financial Group. Previously, he held various analyst roles with Prudential Financial, the Royal Bank of Scotland, and JP Morgan.

Kevin received his B.A. in Business Management from Southern Connecticut State University. He resides in Stratford, CT, with his wife, Lauren, their two children, Mya and Connor, and their dog, Ricki.

Alison Morus serves as Business Development Representative for the California Region, working out of the company’s Fairfield, CT headquarters. In this role, Alison handles inquiries about the company’s services and engages in targeted outreach, building and nurturing relationships for the team.

Prior to joining Foundation Source, she spent over 20 years in the wholesale/footwear industry, working with key accounts, executives, and buyers throughout an extensive 28 state territory. She successfully managed and grew her business through new and existing client relationships over her time in the industry. Some of her previous companies include, J/Slides Footwear, Donald J Pliner, Sam Edelman, and Camuto Group.

Alison has a B.A in English and Communications from Regis University in Denver, Colorado and attended the Canterbury Preparatory School in New Milford, Connecticut. She took addition courses at Fashion Institute of Technology in retail math. She served as Board President of the New Fairfield AquaFlyers from 2018-2021, a non-profit organization for beginner to competitive swimmers. She continues to play an instrumental role in the New Fairfield community, actively involved in volunteering in the schools, sports, and religious education programs.

In her spare time, Alison enjoys competing in triathlons, cycling with a team, and being a proud wife and mom of two teenage girls, heavily involved in both lacrosse and swim.