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As Sr. Managing Director, Jessica is a resource for foundations, individuals, financial advisors and other stakeholders providing authentic advice about private foundations as a philanthropic vehicle and private foundation management solutions.

Current Responsibilities:

  • Offer information, education and answer questions about effective philanthropy, philanthropic legacy planning, and philanthropic vehicles.
  • Understand the needs of philanthropists (experienced and emerging) and their families, corporate stakeholders, and others to design and structure private foundation management solutions for new and existing foundations.
  • Team lead for business development in the Northeast (New York, New Jersey, Connecticut, Massachusetts, Rhode Island, New Hampshire, Maine, Vermont)

Past Experience:

  •  Director (SVP) Loan Syndications and Sales – Barclays Investment Bank
  • Wells Fargo Advisors

Education:

  • Masters in Business Administration: Columbia Business School
  • Bachelor of Science- Finance and International Management: Georgetown University

Philanthropic Cause:

  • Save the Children

Fun Facts:

  • My favorite book is Outliers by Malcolm Gladwell.
  • My favorite sports teams are the New York Mets, the New York Jets, the Georgetown Hoyas and the Savannah Bananas.
  • My pet is Josie, the Portuguese Water Dog

As a Managing Director in the Northeast, Mary Bradach works to help grow relationships with attorneys, CPAs, and family offices in NY, NJ and CT to offer comprehensive services that makes having a private foundation easy, smooth and compliant.

Current Responsibilities:

  • Primary resource for Foundation Source services, supporting attorneys, accountants and family offices
  • Communicate the benefits of using a private foundation as the vehicle for effective and impactful philanthropy
  • Collaborate with advisors and clients to align Foundation Source services and solutions with client needs

Past Experience:

  •  Director of Gift Planning at the Community Foundation for Greater Buffalo
  • Vice President/Senior Director and various roles in over 25-year career with AXA Equitable

Education:

  • Bachelor of Arts in Economics from Stanford University

The Philanthropic Cause Close to My Heart Is:

  • Efforts that focus on needy and underserved children and youth, locally and globally

Fun Facts:

  • A favorite book of mine is Living a Life that Matters by Harold S. Kushner
  • My favorite sports team is the Buffalo Bills (“Go Bills”)
  • Our family pet is Skipper, a wonderful four-year-old Goldendoodle.

As a Director of Business Development, Alison Morus partners with financial advisors to provide expertise on the benefits of a private foundation and Foundation Source’s support services. She also works directly with high-net-worth individuals to determine their needs for a charitable vehicle and to help guide them to achieve their philanthropic missions through a private foundation.

Current Responsibilities: 

  • Provide guidance in helping philanthropists and their advisors identify and utilize the most appropriate charitable vehicle(s) to achieve their philanthropic goals
  • Build relationships with wealth advisors, attorneys, CPAs, family offices and foundation staff
  • Manage these relationships to provide valuable resources for themselves and their philanthropic clients
  • Customize foundation management and technology solutions for new and existing foundations based on the client’s needs

Past Experience:

  • Spent 25 years in New York City’s textile industry
  • Worked with key accounts to build successful sales plans and cultivated new relationships through consistent communication

Education:

  • Regis University, Denver, Co.  Bachelor of Arts in Communication Science and English

Philanthropic Causes:

When Alison is not in between swim meets and lacrosse games with her two girls, she enjoys any opportunity to help the animals in their local shelters through participating in bake sales or winter craft events or simply volunteering to walk the dogs. (But she’s not adding another one to her family as ‘Moose’ (pit/shar-pei mix) is the ruler of the Morus house!

Fun Facts:

Although my favorite hobby is to be the biggest cheerleader at my kids’ games and meets, I try to carve out some time in the summer to do triathlons. And when it’s time to unwind from the crazy summer of club sports, I look forward to a glass of wine and a great hockey game. Go Bruins!!!

Davide Estanislau serves as Director of Business Development for the Northeast region with a specific focus on the New England market, working with private wealth managers, financial advisors, attorneys, and directly with donors regarding the benefits of a private foundation.

Current Responsibilities:

  • Provide guidance in helping philanthropists and their advisors identify and utilize the most appropriate charitable vehicle(s) to achieve their philanthropic goals
  • Build relationships with wealth advisors, attorneys, CPAs, family offices and foundation staff
  • Manage these relationships to provide valuable resources for themselves and their philanthropic clients
  • Customize foundation management and technology solutions for new and existing foundations based on the client’s needs

Past Experience:

  • Worked with several companies in the technology and financial services industry, including Fitch Learning, Financial Tracking Technologies, and The Hartford Life Insurance Company

Education:

  • University of Connecticut with a Bachelor of Arts in Communication Science
  • Chartered Advisor in Philanthropy (CAP®) through The American College of Financial Services

Philanthropic Causes:

  • I support many philanthropic initiatives that focus on benefiting individuals on the autistic spectrum.

Fun Facts:

  • Outside of work, I enjoy spending time with my wife and four children. I am a very passionate and knowledgeable sports fan.

As a Business Development Representative, Amy Collins introduces wealth management, CPAs, attorneys and other professionals to Foundation Source’s professional services and software solutions.

Current Responsibilities:

  • Reaches out to professionals to understand how Foundation Source can assist their clients in the creation and management of foundations
  • Educates wealth management, CPAs, attorneys, and other professionals on all aspects of foundations and Foundation Source’s solutions
  • First point of contact for prospective clients to Foundation Source

Past Experience:

  • Managed and developed large, strategic customers for D&B and PwC

Education:

  • BA in Journalism, Stephen F. Austin

Philanthropic Causes:

  • Children’s, conservation and animal-related charities

Fun Facts:

  • When not working, Amy enjoys family vacations, hiking, and a broad range of sports.

As a Business Development Representative, Heather Rodriguez engages with prospects to understand their challenges and needs, identify potential solutions, and be highly knowledgeable about Foundation Source products and services.

Current Responsibilities:

  • Identify, prospect, and qualify leads based on ideal customer profile or pre-defined criteria
  • Understand customer need and speak to value propositions for all offerings
  • Review and actively work previously sourced leads in Salesforce to ensure leads are optimized for sales
  • Expertly qualify and seamlessly hand-off leads to Managing Directors

Past Experience:

  • Business Development Representative
  • New York/Connecticut Real Estate Salesperson

Education:

  • Southeastern University/University of Connecticut – Bachelor of Science: Business Marketing

Philanthropic cause close to your heart:

  • The Light of Aubrien Foundation

Fun Facts:

  • The app I can’t live without is…Amazon
  • My Family/Pets are… Willow (cat), Macie (cat), & 10 chickens -too many to name!
  • Hobby…Interior Design

As the Director of Foundation Engagement, Joseph Fraites promotes the discovery, cultivation and growth of relationships within the private foundation space utilizing Foundation Source’s guidance, education, and service resources.

Current Responsibilities:

  • Serves as the primary contact for existing foundation prospects to qualify and nurture the relationship
  • Build and enhance Foundation Source’s public profile with private foundations
  • Help secure new business from existing foundations across the country, working in collaboration with the national sales team

Past Experience:

  • Director Annual Fund – Forman School
  • Founder, President – Quasar Group, LLC
  • VP Investments – Prudential Securities, Inc.
  • Nonprofit Boards and Committees

Education:

  • Pace University
  • Ithaca College

Philanthropic Cause:

  • Dyslexia

Fun Facts:

  • My favorite book is “The Alchemist” by Paulo Coelho
  • My favorite movie is “Casablanca”
  • I have cheered for the home team in 17 of the 30 Major League Baseball Stadiums

Amanda Flanagan is the first point of contact with prospects and engages with them to understand their challenges and needs, and offers Foundation Source’s services as potential solutions.

Current Responsibilities:

  • Respond to inbound inquiries and initiate outreach to qualify new business opportunities across vertical business channels

Past Experience:

  • Investor relations
  • Private foundation management
  • Business writing
  • Software training, technical writing and UI design

Education:

  • B.A. Journalism, University of Connecticut

Philanthropic Causes:

  • Supporting mental health concerns

Fun Facts:

  • My hometown is Fairfield, CT.
  • The app I can’t live without is Audible.
  • My hobbies include gardening, golf, tennis and skiing.

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