Sales

As Managing Director of the West region, Steve DuBrava works directly with advisors, families, corporations, and existing foundations, providing them with education in philanthropy and private foundations. Steve is responsible for showcasing Foundation Source’s capabilities and expertise in effective private foundation management. Steve’s goal is to ensure that the individuals he works with make the best decision for themselves in finding the right philanthropic vehicle and partner to suit their needs.

Current Responsibilities:

• Bring philanthropic expertise to advisors, families, corporations, and existing foundations
• Conduct educational webinars on various private foundation topics

Education:

• Bachelor’s Degree, University of Connecticut

Philanthropic Causes:

• Supporting animals

Fun Facts:

• My favorite sports team is the New York Yankees.
• I enjoy playing golf whenever I can find the time.
• I am married to my wife, Shari. We have a beautiful daughter together as well as 3 fur-babies, Cali and Dexter our cats, and Scout our dog.

As Director of Business Development, John Johnson 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.

Current Responsibilities:

• Partner with financial, accounting, and legal advisors on philanthropic solutions for their clients or prospects
• Strategize with current or future foundation leaders around charitable interests, tax benefits and administrative needs
• Philanthropic resource with over a decade of experience in the space

Past Experience:

• Joined Foundation Source in 2011 as a Private Client Advisor, managing a portfolio of client and advisor relationships to develop countless grant programs, corporate foundation initiatives, payments to distressed individuals, international grants and impact investing strategies
• Ascended to leadership of Client Services, managing PCA team with nearly 400 private family and corporate foundations

Education: 

• James Madison University (VA), B.S. in Kinesiology

Philanthropic cause close to your heart:

• Financial literacy and education for the underserved

Fun Facts:

• The best piece of advice I ever got was… “Stay far from timid, only make moves when your hearts in it and live the phrase ‘sky’s the limit” – Biggie
• My favorite quote/book is… either the above or “The key to good decision making is not knowledge. It is understanding. We are swimming in the former. We are desperately lacking the latter.” – Malcolm Gladwell
• My role model is… my grandpa

As the Director of Business Development, Kevin Perregaux is part of our Western Regional team working directly with high-net-worth individuals and families. Kevin strategically works with you and your financial advisors, attorneys, CPA’s to assist with implementing specific philanthropic intentions with a private foundation.

Current Responsibilities:

• Cultivate new and existing relationships, providing a true partnership for achieving one’s philanthropic vision, for both family and corporate private foundations
• Collaborate with internal resources such as philanthropic advisors, and tax and legal associates to provide a best practice strategy for prospects (keeping in mind the IRS’s guidelines for operation) for specific out-of-the box giving
• Conduct resourceful webinars to wealth advisors, high-net-worth individuals, attorneys, and CPA’s on topics such as Charitable Planning, Private Foundations vs DAF’s, Growing Your Practice (Advisor Specific)

Past Experience:

• Business Analyst and Portfolio Trader for a Wealth Management Advisory Office at Barnum Financial Group
• Fixed Income Sales Support at the Royal Bank of Scotland
• Corporate Actions and Cash Management Analyst at JPMorgan Hedge Fund Services
• Annuities Analyst at Prudential Financial

Education:

• B.A. in Business Management from Southern Connecticut State University

The Philanthropic Cause Close to My Heart Is:

• Veteran Assistance / Services

Fun Facts:

• My hometown is… Milford, CT
• My favorite sports teams are… NY Yankees, NY Giants, THE Ohio State

As a Business Development Representative out of the company’s Fairfield, CT headquarters, David Seeber handles inquiries about Foundation Source’s services and engages in targeted outreach, building and nurturing relationships for the team. David engages with prospects to understand and identify their needs while aligning them with our services.

Current Responsibilities:

• Respond to inbound leads to identify their needs and qualify new and existing foundation opportunities
• Sourcing new outbound leads, initiating the prospecting process, qualifying leads across business verticals, and building our new business pipeline
• Skillfully identify and qualify leads to hand off to field sales

Past Experience:

• Global Trade Operations Analyst – GE Capital
• COO of a local family business

Education:

• University of Vermont – B.S. Finance

Philanthropic Cause:

• The Special Olympics

Fun Facts:

• My hometown is… Stratford, CT
• My favorite sports team is… New York Yankees
• Hobbies: Skiing, Boating and everything outdoors