Northeast Region

Senior Managing Director

Jessica Donahue

Fairfield, CT

Cell: 203-292-4254
jdonahue@foundationsource.com
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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 is an active alumnus of Georgetown and a member of the Fairfield leadership council of Save the Children.

Managing Director

Mary Bradach, Managing Director, covers the Northeast region from the company’s Fairfield, CT headquarters. Mary works with attorneys, CPAs, and Family Offices to offer comprehensive services that makes having a private foundation easy, smooth, and compliant. She has extensive experience in financial services and philanthropy.

Before joining Foundation Source, Mary was the Director of Gift Planning at the Community Foundation for Greater Buffalo where she spent five years working with wealth managers, attorneys and CPAs, and their clients, who were considering their charitable options. Prior to her transition to philanthropy, Mary had a career in financial services for over 25 years with AXA/Equitable in the New York City area. She held various leadership roles focused on expanding distribution and sales, implementing advisor and management business development programs and risk management oversight.

Mary has a Bachelor of Arts in Economics from Stanford University where she also played on their NCAA Division I basketball team.

Outside of work, Mary enjoys time with her family, travelling, exploring the outdoors, and rooting for the Buffalo Bills!

Director of Business Development

Alison Morus, Director of Business Development, covers the Northeast region out of the company’s Fairfield, CT headquarters. Alison works with private wealth managers, financial advisors, HNWI’s and Existing Foundations, regarding the benefit of a private foundation.

She brings to Foundation Source extensive experience cultivating new business relationships and managing existing accounts. Prior to joining the company, Alison spent 25 years working in New York City textile industry. She worked with key accounts to build successful sales plans, P&L analysis, managing inventory and worked with marketing on strategic brand exposure.

Alison graduated from Regis University in Denver, Co with a Bachelor of Arts in Communication Science and English.

Director of Business Development

Davide Estanislau

Fairfield, CT

Office: 203-292-4220
destanislau@foundationsource.com
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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.

Midcentral

Specialization: Wealth Advisory

Senior Managing Director

Justin Murphy

Philadelphia, PA

Office: 650-665-0225
jmurphy@foundationsource.com
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Justin Murphy serves as Senior Managing Director for the Midcentral 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

Managing Director

Mark Sitzman

Chicago, IL

Cell: 630-280-4103
msitzman@foundationsource.com
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Mark is a Managing Director in the Mid Central region operating out of his office in Chicago, IL. He is responsible for building on Foundation Source’s strong presence in the region, working directly with families and foundations, and in partnership with private wealth advisors, family offices, attorneys, and CPAs to cultivate a comprehensive operational solution for private foundation clients.

Mark is a native Midwesterner, where he spent his career as a strategy consultant at top-tier firms and in related roles at large financial institutions. He has served as an Executive Director at Morgan Stanley Asset Management (now Invesco) where he provided thought leadership on corporate strategy, distribution, and Fund Board governance. More recently Mark was a Managing Director in the investment banking unit at Aon, Plc where he was responsible for exploring new sources of value for corporate clients in New Ventures Group.

Mark received his Bachelor of Arts degree in Accounting from the University of Iowa, his home state, and currently resides with his family in Oak Park, IL. He spends much of his personal time pursuing philanthropic interests in his community as an advisor, Board member, and mentor to next generation philanthropists and non-profit leaders.

Director of Business Development

Erik Larsen

Erik Larsen, CAP®

Fairfield, CT

Office: 203-292-4256
elarsen@foundationsource.com
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Erik Larsen serves as Director of Business Development for the Midcentral 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.

Southeast Region

Specialization: Wealth Advisory

Managing Director

Julia DeMeo, CAP®

Fairfield, CT

Cell: 203-292-4222
jdemeo@foundationsource.com
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Julia DeMeo, Managing Director, 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.

Director of Business Development

Richard Deary

Raleigh, NC

Office: 919-594-1616
Cell: 919-623-8672
rtdeary@foundationsource.com
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Richard Deary serves as the Director of Business Development for North Carolina, working with high net-worth individuals and families, financial advisors, wealth managers, estate attorneys, and CPAs to offer guidance on a private foundation solutions. He has served as a strong client advocate and trusted advisor to leadership teams in public, private and non-profit sectors with extensive experience in both financial and client services.

Prior to Foundation Source, Richard has been a principal and leader for a number of institutional money management firms for over 25 years, focused on providing investment solutions to public and corporate pension plans, foundations and endowments and the investment consulting community.

Richard graduated Cum Laude from Oakland University in Rochester Hills, Michigan and with highest honors from Oakland University Honors College. He has been an active board member for several non-profit organizations over the years and currently serves as the Ministry Leader for Celebrate Recovery at Southbridge Fellowship in Raleigh. Outside of work, he enjoys spending time with his wife and best friend of 20+ years their two children, his work with the church and is an avid sports fan.

West Region

Specialization: Wealth Advisory

Senior Managing Director

Josh Stamer

Mission Viejo, CA

Cell: 949-344-9970
jstamer@foundationsource.com
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Josh Stamer serves as Senior Managing Director for the West 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.

Managing Director

Jim Amerman

Los Angeles, CA

Cell: 650-676-5022
jamerman@foundationsource.com
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Jim Amerman serves as Managing Director for California, partnering with attorneys, accountants, family offices, and their clients. He has 20+ years of financial services experience, with 10 of those devoted to financial planning for some of the largest firms in California.

As the wealth management director at LourdMurray, Jim was responsible for a seven-member team serving entertainment/sports industry clients and $4B of assets. He also served as the director of financial planning at Westmount Asset Management, providing education and analysis to 15+ advisors and their clients.

Jim is an instructor for the California Society of CPAs (CalCPA) on Roth Conversion Optimization and Roth 401k vs. traditional contributions analysis. He also has expertise in charitable strategies for estate planning, retirement/business exit planning, and Social Security/Medicare claiming strategies.

Jim received his Economics BA from Duke University and his MBA from the University of Chicago Booth School of Business, with two quarters on the Dean’s List. He has also held the CFP® designation for 9 years, a California CPA license for 11 years, and Jim is a veteran of the US Navy.

Outside of work, Jim enjoys documentaries, stand-up comedy, and traveling with his wife, family, and friends.

Director of Business Development

John Johnson

John Johnson

Fairfield, CT

Office: 203-319-3789
jjohnson@foundationsource.com
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John Johnson, serves as Director of Business Development for the company’s West 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.

Director of Business Development

Kevin Perregaux

Fairfield, CT

Office: 203-292-4268
kperregaux@foundationsource.com
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Kevin Perregaux, Director of Business Development, covers the West 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.

Southwest Region

Specialization: Wealth Advisory

Director of Business Development

Steve DuBrava

Fairfield, CT

Office: 203-319-3759
sdubrava@foundationsource.com
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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.

Corporate Headquarters

Foundation Source

55 Walls Drive
Fairfield, CT 06824

Office: 800-839-0054
Fax: 800-839-1754

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Tax & Legal Operations

Foundation Source

209 Glen Cove Rd, Ste A PMB 613
Carle Place, NY 11514

Office: 800-839-0054

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Technology Center

Foundation Source

686 E. 110 S., Suite 204
American Fork, UT 84003

Office: 800-839-0054

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