As a Managing Director, Julia DeMeo works closely with private foundations, philanthropic individuals, and their trusted advisors, to help them explore accomplishing their charitable goals through a private foundation.
Current Responsibilities:
- Brings philanthropic expertise to foundations, individuals, financial advisors, attorneys, accountants, and family offices in the Southeast Region
- Manages sales activities and cultivates strategic relationships in territory
Past Experience:
- Private Client Advisor at Foundation Source and Business Development advisor in the New York Market
- Director of Development, Junior Achievement of Western CT
Education:
- Charted Advisor in Philanthropy – The American College of Financial Services
- BS Business Administration and Sports Marketing – University of Tampa
Philanthropic cause close to your heart:
- Financial Literacy
Fun Facts:
- My favorite quote/book is:
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- Life is 10% what happens to you and 90% of how you respond
- In the end, only kindness matters
- My favorite sports team is… The New York Yankees
- The best piece of advice I ever got was… Don’t come to me with a problem unless you have a solution
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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