Locations

Katherine Holbrook Biotti is the National Sales Executive at Foundation Source, the nation’s largest provider of comprehensive support services for private foundations. Passionate about philanthropy and a seasoned sales executive, Ms. Biotti leads all business development efforts at Foundation Source, which include regional sales, inside sales, and strategic partnerships. In addition to serving as National Sales Executive, she is responsible for regional sales in New England.

Ms. Biotti has more than 20 years of experience in the financial services industry in various senior management, business development, and strategy positions. She provides expertise in private foundation administration and compliance to private wealth managers, investment advisors, regional trust companies, estate planning attorneys, tax advisors, corporations, existing foundations, and philanthropically inclined individuals.

Prior to joining Foundation Source, Ms. Biotti served as the Vice President of eCommerce and Business Planning Services at Jackson National Life Insurance Company, where she was responsible for the strategic oversight of all web activities, business planning services, and other corporate initiatives. Ms. Biotti also held a leadership role in eCommerce at INVESCO Funds Group. In addition, she held roles in marketing, operations, and business development at Fidelity Investments/Fidelity Charitable Gift Fund.

Ms. Biotti graduated with honors from Regis University with an MBA and holds a BS in Business Administration from Ithaca College. She is also a certified trainer for Next Generation Education from 21/64.

Davide Estanislau, Business Development Advisor, covers the New England and New York Metro Regions 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.

Davide 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 Quinnipiac University with a Bachelor of Arts in Communication Science.

Dennis Ladd serves as Managing Director for the New York Metro Region, working with private wealth managers, financial advisors, attorneys, and directly with donors regarding the benefits of a private foundation. He has extensive experience in both financial services and business development.

For much of his career prior to Foundation Source, Dennis worked with FactSet Research Systems, a company which provides financial data and analytic tools. Most recently, he served as FactSet’s Senior Vice President, Director of Sales for the New York Investment Management team where led a team of sales consultants and product specialists, oversaw the on-boarding of new clients, and enhanced existing client relationships. Earlier roles with FactSet included Vice President, Mid-Atlantic Regional Manager and Vice President, Institutional Sales.

Dennis received his Bachelor of Science in Business Administration from University of Vermont and currently resides in Stamford, CT. His volunteer activities have included University of Vermont Alumni Admissions Representative and Career Networker; Project Homefront, a volunteer-driven community home repair program; and a school mentoring program in Norwalk, CT.

Davide Estanislau, Business Development Advisor, covers the New York Metro and New England Regions 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.

Davide 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 Quinnipiac University with a Bachelor of Arts in Communication Science.

Mary Ann Stover serves as Foundation Source's Senior Managing Director for the Mid-Atlantic Region, helping clients achieve their charitable goals through foundation administration services and customized philanthropic assistance. Ms. Stover has extensive experience in philanthropy as well as management, planning and communications.

Prior to joining Foundation Source, Mary Ann served as a Program Officer in the Venture Fund of The Pew Charitable Trusts, then one of the country’s top foundations, where she planned and managed innovative granting projects, including negotiating budget development, brokering funding partnerships, and overseeing project start-up and performance. She managed a portfolio of 26 projects totaling more than $30 million.

Mary Ann later served as the Chief Officer for Program Administration in the Trusts' Executive Office. In this role, she assisted the President with management, planning, administration, budgeting and communications for seven departments making grants totaling up to $200 million a year. Mary Ann staffed the President on complex, cross-functional grantmaking projects, including the high profile effort to relocate the art collection of the Barnes Foundation. She also prepared special reports and grantmaking-related communications to facilitate decision making by the Board of Directors.

In addition, Mary Ann has served as an assistant dean at Temple University, interim grants manager at the Jewish Federation of Greater Philadelphia and a senior consultant at Booz-Allen and Hamilton.

Mary Ann holds a Masters of Law and Social Policy as well as a Masters in Social Services (with a concentration in advocacy, planning and programs) from Bryn Mawr College's Graduate School of Social Work and Social Research. She completed an executive education course on strategic planning and decision making from Wharton Business School.

Erik Larsen, Business Development Advisor, covers the Mid-Atlantic and North Central Regions out of the company’s Fairfield, CT headquarters. Erik works with high-net-worth & ultra-high-net-worth individuals and families, along with channel partners, private wealth managers, financial advisors, attorneys, and CPAs regarding the benefits of private foundations.

Prior to joining Foundation Source, Erik was a Regional Sales Consultant at Prudential Annuities, working with financial advisors, RIA’s, and wealth managers, to help them create retirement income solutions.

Erik graduated from Albertus Magnus College with a Bachelor of Science in Business Management.

Julia DeMeo, Director of Business Development, Southern Region, covers the Tennessee, Alabama, Georgia, North Carolina, South Carolina, and Florida Region. Julia 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 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.

Kevin Perregaux, Business Development Advisor, covers the South Central and Southern Regions 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.

Charlie Tallard serves as Managing Director for the North Central Region, including Iowa, Illinois, Indiana, Michigan, Minnesota, Nebraska, North Dakota, South Dakota, and Wisconsin.

In this role, Charlie works with financial advisors, attorneys, CPAs, single- and multi-family offices, corporations, existing foundations, and philanthropically inclined individuals regarding the benefits of a private foundation. He has extensive experience in both financial services and business development.

Before Foundation Source, Charlie spent more than 24 years at FactSet Research Systems, a company that provides financial data and analytic tools. In his last role, he served as a senior member of the Institutional Sales – Hedge Funds team. Prior to that, he was a Senior Vice President and Sales Manager for FactSet’s Midwest Region.

Charlie graduated from the University of Wisconsin School of Business with a bachelor’s degree in finance and real estate and is a CFA® charterholder. He and his family reside in Hinsdale, Ill.

Erik Larsen, Business Development Advisor, covers the Mid-Atlantic and North Central Regions out of the company’s Fairfield, CT headquarters. Erik works with high-net-worth & ultra-high-net-worth individuals and families, along with channel partners, private wealth managers, financial advisors, attorneys, and CPAs regarding the benefits of private foundations.

Prior to joining Foundation Source, Erik was a Regional Sales Consultant at Prudential Annuities, working with financial advisors, RIA’s, and wealth managers, to help them create retirement income solutions.

Erik graduated from Albertus Magnus College with a Bachelor of Science in Business 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.

Kevin Perregaux, Business Development Advisor, covers the South Central and Southern Regions 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.

Justin Murphy serves as Managing Director for the Northern Pacific 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.

Steven DuBrava, Senior Business Development Advisor, covers the North Central, Northern Pacific and Southern Pacific Regions out of the company’s Fairfield, CT headquarters. Steven works directly with advisors and individuals by offering world class guidance and support in the area of private foundations. Steven’s attention to detail, extensive knowledge of private foundations, and willingness to talk though questions and concerns leads to a phenomenal experience while exploring Foundation Source's comprehensive support solution to private foundations.

Steven has been recognized and awarded as one of Foundation Source's #1 Business Development Advisors, an achievement he continuously strives for. He also brings to Foundation Source a strong background in professional services and business development. Prior to joining the company, Steven worked directly with advisors and high-net-worth individuals at Prudential Annuities. He also served as a business development advisor for PFP Services.

Steven graduated from the University of Connecticut with a Bachelor of Arts.

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.

Steven DuBrava, Senior Business Development Advisor, covers the North Central, Northern Pacific and Southern Pacific Regions out of the company’s Fairfield, CT headquarters. Steven works directly with advisors and individuals by offering world class guidance and support in the area of private foundations. Steven’s attention to detail, extensive knowledge of private foundations, and willingness to talk though questions and concerns leads to a phenomenal experience while exploring Foundation Source's comprehensive support solution to private foundations.

Steven has been recognized and awarded as one of Foundation Source's #1 Business Development Advisors, an achievement he continuously strives for. He also brings to Foundation Source a strong background in professional services and business development. Prior to joining the company, Steven worked directly with advisors and high-net-worth individuals at Prudential Annuities. He also served as a business development advisor for PFP Services.

Steven graduated from the University of Connecticut with a Bachelor of Arts.