Chair Person: Moira Mumma- Citizen Advocacy
Moira Mumma is the senior coordinator at Citizen Advocacy of Chester County, where she has worked for over 23 years. Citizen Advocacy is a means to promote, protect and defend the welfare and interests of people who have disabilities, by initiating long term one-to-one relationships. Moira is also president and co-founder of The Community Coalition, an innovative model of collaboration among small non-profit organizations dedicated to fundraising together and sharing resources.
Vice Chair: Cornelius M. Pietzner - Alterra Impact Finance(Switzerland)
Cornelius Pietzner is the CEO and Founder of Alterra Impact Finance. He has had leading roles for 25 years in social impact enterprises, financial management, philanthropy and investments. He serves as Trustee/Advisory Board of various foundations and was a founder of Camphill (life – sharing) Communities/North America. He graduated from Williams College, MA. and held the Thomas J. Watson Fellowship.
Treasurer: Andrew Kadjeski - The Vanguard Group
Andrew Kadjeski is a department head in Vanguard’s Institutional division, which serves the investment needs of employers offering company-sponsored retirement plans. Since joining Vanguard in 2006, Andrew has also held various positions in Vanguard’s Finance and International divisions. Andrew received a B.S. in International Business from Elizabethtown College
Secretary: Susan Tall - INTEX Millwork Solutions
Susan Tall is the Chief Operating Officer at INTEX Millwork Solutions. With more than 30 years’ experience in turnarounds, operational restructurings, streamlining organizations, strategic planning and implementation, and advisory services, Ms. Tall serves as the Chief Operating Officer at INTEX Millwork Solutions where she is responsible for all aspects of business. Her keen ability to work in a broad range of industries in challenging environments while achieving significant results in a short period of time is her career hallmark. She has demonstrated an ability to be a strong partner, successfully serving in key operational roles for a variety of industries including General Electric and Cooper & Lybrand. Her consulting expertise positioned her to partner with corporations such as Ford Motor Company, National Envelope, Archbrook Laguna, Universal Supply, USLBM, Jeld-Wen, Patriot Manufacturing, MW Windows, Republic Windows, Heritage Kitchen Cabinets, Victory Refrigeration, Estee Lauder, Graphic Controls, Alcon Surgical, Mercy Hospital, Fairfax Hospital, Rhone-Poulenc Rorer, GUND, Graco Products, Prologis, Plymouth Printing, Fairfield Manufacturing, Woodstream Industries, and CertainTeed. Her clients have included both publicly-held and privately-owned companies ranging from $20 million to over $2 billion in revenues. In 2011, she co-founded Hawkwood Consulting LLC, a private consulting firm specializing in restructuring and turnaround services on an advisory or interim executive basis.
Saundra Gibson - Private Bank Wells Fargo
Bio - Coming soon.
James E. Norris - The Vanguard Group
Jim is responsible for Vanguard International, which manages investments for institutional and retail clients in more than 80 countries around the world. Since joining Vanguard in 1987, Mr. Norris has held numerous leadership positions in Vanguard’s Corporate and Institutional divisions and for many years led Vanguard’s Institutional Retirement Plan Solutions business. Mr. Norris received an accounting degree from St. Joseph’s University and an M.B.A. from The Wharton School of the University of Pennsylvania.
Tracy Mack Parker - Institute for Philanthropy U.S.
Tracy leads the Institute for Philanthropy U.S. as Managing Director and has served for seven years as Senior Officer with The Pew Charitable Trusts, a $5 billion charitable institution, and helped launch its new offerings and services for philanthropists, foundations and corporations. She provided advice and counsel on how to form large-scale collaborative charitable initiatives, ranging from health and human services to children and youth, wilderness conservation and the arts.
An attorney by training, Tracy brings 15 years of experience advising individuals and corporations and championing their causes. She earned her Bachelor of Arts from Miami University in Ohio, where she graduated with honors, and a Master’s in Journalism and Juris Doctor from The Ohio State University.
Clemens Pietzner - Triskeles Foundation
Clemens founded the Triskeles Foundation in 2002. In his role as President, Clemens leads the strategic planning, vision development, fund raising, personnel supervision, and program development of Triskeles. Prior to establishing the Triskeles Foundation, Clemens served as the executive director (1984-2002) of the Camphill Foundation ~ a public foundation focused on serving communities that care for and support children, youth and adults with developmental disabilities. His activities have led him into national and international networks of progressive leaders. Clemens has written and published a variety articles and books in addition to training development professionals. Before Camphill, Clemens served in the New York State government in the Office of Mental Retardation and Developmental Disabilities and with the Ohio state legislature. Clemens has a BA in Political Science and Public Administration and other training in not-for-profit management, finance, and development.
Donna Pulini served as the Vice President of Investments for the National Philanthropic Trust . Donna brings valuable experience to the Triskeles Foundation, having served as the Senior Business Development Manager in the Financial Institutions Group, responsible for working with Single Family Offices in the USA. Donna was employed at Aberdeen Asset Management for over three years after serving three years in Istanbul with Global Investment Holdings where she was Head of Institutional Sales in their brokerage subsidiary and then Head of Institutional Corporate Communications. Prior to that she worked for Bloomberg in New York City in the Portfolio Order Management Systems Group and was the Regional Vice President at Schwab Institutional of the Mid-Atlantic region for nearly four years. Donna graduated with a BA from Long Island University and has done graduate work at The Fletcher School of Law and Diplomacy at Tufts University. Donna holds the Six Sigma Green and Black Belt certifications from Villanova University.
David Resnik - Innovare
David Resnik has made a career working with SMEs which he either founded or co-founded, leading to several successful exits to both public and private companies. His passion for discovering and nurturing small businesses is combined with the desire to create quality job opportunities and has been key in the development of over hundreds of new positions through his companies. He is also involved with conservation and the environment within his community and has been elected a Director of the French and Pickering Creeks Conservation Trust.
For the past 8 years he has been focused on identifying businesses to invest in using his accumulated operational experience to perform due diligence and identify companies which can succeed through funding along with a strong management team. Mr. Resnik successfully raised funding for several businesses as a Limited Partner with Zon Capital Partners, a venture capital fund. He brought in several deals which led to Series A investments. One of these emerging growth firms, a Blood Management company, was recently acquired by an NYSE listed medical device company and provided a 45% return for the Fund.
David has founded or co-founded several service companies ranging from emerging growth to expansion stage, focusing on a wide spectrum of technologies and business services. Through these efforts he has developed a deep understanding for valuing businesses and assessing investment opportunities. Mr. Resnik graduated from the Wharton School of the University of Pennsylvania and currently resides in Birchrunville, PA.
Bob Hill – Retired, Former CEO of Tunnel Consulting
Bob Hill– Retired, Former CEO of Tunnel Consulting – Bob Hill is currently on a leave of absence.
Mark Watson – Keel Asset Management LLC
Mark Watson– Keel Asset Management LLC
Arista Investment Advisors, Ltd
Arista Investment Advisors, Ltd., is a fee-only, independent financial planning firm, focused on helping individuals, families, business owners and foundations nationwide create vision and balance in their personal relationships with money. Our services—including financial planning, investment consulting, portfolio design and management, insurance planning, and estate planning—are based on a values-oriented philosophy and are designed to align each client’s personal values and principles with his or her financial goals, and to help manage the financial environment of every client to support the life they want to live, and the kind of world they want to live in.
Strong personal relationships serve as our firm’s foundation. We work with clients nationwide from our offices in Honolulu, Hawaii, and Albany, New York. We travel extensively to meet with many of our clients face-to-face, always taking the time and attention to develop human interaction, focus on understanding the changing needs and goals of each individual, and work together to reap the rewards of a values-centered approach to sustainable investing.
Auctus Wealth Management
Auctus Wealth Management is an independent, full-service investment advisory and wealth management firm dedicated to growing and preserving the wealth of its clients through customized portfolio solutions. As an independent company, Auctus Wealth Management is able to provide recommendations and investment decisions completely tailored to its client’s needs. They offer a multitude of services including retirement planning, alternative investments, private placements, insurance and annuities, and much more. Furthermore, Auctus Wealth Management firmly believes that knowledge is the key to empowerment. The more their clients understand how their investments work and grow, the more comfortable and confident they are. So they consistently send updates, newsletters and informative mailings in addition to hosting educational events and seminars.
Auctus Wealth Management also focuses on the value and growth potential of impact investing. Impact investments in private and public companies are carefully selected with the intention of generating positive social and environmental effects alongside a financial return. The growing impact investment market provides capital to address the world’s most pressing challenges in sectors such as sustainable agriculture, clean technology, and affordable and accessible basic services including housing, healthcare, and education. Auctus Wealth Management was founded to help people find their financial path, and they are committed to walking it with them every step of the way.
Baldwin Brothers Wealth Management
We at Baldwin Brothers believe integrity, diligence and independent thinking are at the core of a principled and sustainable wealth management relationship. We are an independent wealth management firm that since our founding in 1974 has been working to build upon these principles to redefine the client experience through highly personalized attention, by crafting portfolios and strategies that reflect the individual’s or families point of reference. The results are investments that have true and meaningful impacts on our clients’ financial future, the next generation, and the world around us.
Our independence is core to us in providing unbiased and highly personalized relationships. With $900 million in assets, our twenty one highly experienced employees work closely together and with our clients to provide comprehensive investment advisory and family office services.
Veris Wealth Partners
Veris Wealth Partners, LLC is a wealth management firm committed to helping you align your wealth with your mission. We operate on the principle that sustainable and impact investing are the best ways to achieve strong performance while also benefitting future generations. As an industry pioneer, Veris delivers big ideas, disciplined risk management and exceptional client service.
Clemens Pietzner - President/Executive Director
In 2002, Clemens Pietzner, with a group of colleagues and board members, created the Triskeles Foundation, a 501(c)(3) organization which is dedicated to youth, philanthropic services and community building. In his role as President, Clemens leads the development of Triskeles in all aspects of strategic planning, vision development, fundraising, personnel supervision, program development and the administrative aspects of developing a new entity. Prior to establishing the Triskeles Foundation, Clemens was the executive director of the Camphill Foundation (from 1984 to 2002); a public foundation focused on serving communities caring for and supporting children, youth and adults with developmental disabilities. Clemens served in the state governments of New York and Ohio. He has a BA in Political Science and Public Administration from Earlham College and other training in not-for-profit management, finance and development.
Alexis McCarthy - Managing Director, Growth Strategies
Alexis McCarthy is our Managing Director in charge of Growth Strategies. Prior to joining Triskeles, Alexis held positions in the art world and finance. She was a Managing Director at Christies, Chief Operating Officer and Principal of the Investment Management Division in Morgan Stanley’s Tokyo office, and Vice President, Client Relationship Manager/Product Specialist with Miller, Anderson & Sherrerd, the Philadelphia area based investment management firm acquired by Morgan Stanley. Prior to investment management she was a foreign currency trader in New York and Boston. Alexis has been and is currently involved in numerous volunteer activities including actively serving on the Board of Trustees for The Baldwin School and chairing their Trusteeship Committee. While living in Manhattan she volunteered at The Door, a Ford Foundation sponsored alternative learning center that has helped a diverse and rapidly growing population of disconnected youth in New York City gain the tools they need to become successful. She has also worked with adult literacy through Literacy Volunteers of America while living in Connecticut and through the Chester County Library System once she returned to the Philadelphia area. Right now Alexis is actively involved in Room to Read and Citizens Advocacy locally. Alexis holds a bachelor’s degree in economics and international relations from Brown University and is a board member of the Brown University Sports Foundation.
Jeff Salvo - Vice President of Operations
Jeff Salvo joins Triskeles with over 14 years of experience in the banking and financial services industry. The majority of his career has been spent in Washington, DC and the Main Line working in various roles including registered investment advisor, market credit manager, business banking relationship manager, and store manager. Jeff has enjoyed the privilege to work for and with multiple organizations within the Fortune 100 and 500 in addition to a diverse range of NPO’s, municipalities, government organizations, and school districts. He has been responsible for the retail expansion of several banks utilizing organic growth through the opening of Denovo banking centers as well as the restructuring of stagnant locations. In addition to banking and financial services, Jeff is the founder and owner of Pennsylvania Dutch Design, a boutique builder and retailer of handcrafted, hardwood furniture, specializing in fallen slab timber and reclaimed barnwood. Jeff holds a B.A. in Economics from the University of Maryland, College Park, a graduate certificate in Integrated Direct Marketing and M.S. in Management, from The University of Maryland, University College.
Michele Gerace, CPA - Bookkeeper
Michele’s experience in the manufacturing, financial and non-profit industries includes: general bookkeeping, preparation of financial statements, internal audit(s) and business lead for departmental system projects. While raising her children, she keeps her CPA license active and continues to work as an independent contractor providing accounting services (bookkeeping, financial statements, annual 990 tax returns, etc.) to a limited client base consisting of a few local not-for-profits and directing boards. Michele holds a bachelor’s degree in Mathematics Education from Shippensburg University with an added major in Accounting from Ursinus College.
Hannah Davis - Executive Assistant
Hannah Davis has joined Triskeles to support the president and the board of directors administratively. She helps organize and facilitate special events and fundraisers and is responsible for managing and recording gifts for Triskeles. Hannah has a Bachelor of Arts in Sociology from Eastern University in St. Davids, PA. and a Masters in Nonprofit Management at Eastern University. Her passion for service to individuals and the community mirrors the mantra of her alma mater—“faith, reason, and justice.” Hannah’s service with various nonprofit organizations in Pottstown, PA located in Montgomery County, reflects her dedication to youth development in the arts, community gardening, civic engagement, and educational enrichment, as well as her commitment to empowering the individual through a connectivity with the broader community.
Valerie Voutsakis - Administrative Assistant
A Chester County native with long standing interests in environmental sustainability, Valerie Voutsakis serves as an administrative assistant for Triskeles Foundation. She earned her BA degree in Communications from West Chester University. She comes to Triskeles with a variety of work and life experiences, including a role as the Volunteer Coordinator for the Jeffery Allan Jones Memorial Scholarship Concert, and as a married mother of three children.
Babbie Jacobs - Outreach Engagement Coordinator
Babbie Jacobs has been an adventurer, entrepreneur, and community development activist her entire life. She recently moved from Alaska to Brooklyn to join Bolder Giving as their program manager and then program director. Bolder Giving is an NGO in NYC whose singular mission it is to inspire philanthropists to “risk more and give more” to those they choose to fund.
While in Alaska, Babbie co-owned and operated a remote wilderness mountaineering guide service in the heart of the Wrangell St. Elias National Park on the Yukon Border. As her passion shifted from adventure to social justice, Babbie worked with The Alaska Community Foundation. Here she assisted volunteers in developing local community foundation affiliates in rural communities throughout Alaska. She engaged board members, funders and community members by coordinating events and implementing new development and organizational systems. During her tenure with the Foundation, Babbie developed “Conversations About Causes That Matter,” a series of dialogues designed to engage philanthropists in conversations about social justice issues including teen suicide, feeding hungry youth, early childhood education, and women in philanthropy. This series is now a core program of the Foundation as well as a model program statewide.
Currently, social justice, community outreach and socially conscious giving and investing make up Babbie’s passion and focus. In this space, Babbie has consulted with numerous non-profit organizations supporting their marketing and development work, political campaigns and various other project-based efforts. Currently Babbie works with Triskeles and the Criterion Institute to help individuals feel as much commitment and enthusiasm about their investments as they do about their giving.
Lekha Rao - Website Design, Build and Management
Lekha Rao (Pro-bono) has over 30 years experience in the information technology arena with State of Michigan, General Motors and Electronic Data Systems / HP. Roles have included leadership, architecture, business process modeling, , systems development and integration in the service of clients in multiple industry segments. As an enterprise architect, identified market needs to develop customer facing services and software solutions focused on the integration of the client’s business processes, legacy systems, web applications and technology infrastructure, so that clients could take action aligned with their corporate objectives. Worked with various technology product partners (example: IBM, HP, Oracle, Microsoft, CISCO) to develop solutions in response to customer RFPs. Served as member on GartnerGroup user advisory panels and product development boards for technology suppliers. Lekha has expertise in Website Design based on SEO, website development using WordPress technology and website management. She holds a Master’s Degree in Applied Mathematics and a Bachelor’s Degree in Mathematics and Physics.
ASSET MANAGEMENT COMMITTEE
Mark Watson– Keel Asset Management LLC - Committee Chair
Board member - David Resnik- Innovare
David Resnik has made a career working with SMEs which he either founded or co-founded, leading to several
successful exits to both public and private companies. His passion for discovering and nurturing small
businesses is combined with the desire to create quality job opportunities and has been key in the development
of over hundreds of new positions through his companies. He is also involved with conservation and the
environment within his community and has been elected a Director of the French and Pickering Creeks
For the past 8 years he has been focused on identifying businesses to invest in using his accumulated
operational experience to perform due diligence and identify companies which can succeed through funding
along with a strong management team. Mr. Resnik successfully raised funding for several businesses as a
Limited Partner with Zon Capital Partners, a venture capital fund. He brought in several deals which led to
Series A investments. One of these emerging growth firms, a Blood Management company, was recently
acquired by an NYSE listed medical device company and provided a 45% return for the Fund.
David has founded or co-founded several service companies ranging from emerging growth to expansion
stage, focusing on a wide spectrum of technologies and business services. Through these efforts he has
developed a deep understanding for valuing businesses and assessing investment opportunities. Mr. Resnik
graduated from the Wharton School of the University of Pennsylvania and currently resides in Birchrunville,
Jeremy Bach - Bach Capital Advisors, LLC
Jeremy Bach founded Bach Capital Advisors, LLC in 2007 to help bring together top quality asset managers with institutional investors. Having a deep analytical background, the firm’s mission is to identify top investment managers and opportunities that are under represented in the institutional market place. Mr. Bach is a graduate of Hofstra University. He holds the CFA designation and is a CPA. He currently serves on the board of directors of the CFA Society of Philadelphia and is active is several local not-for-profit groups.
Mr. Bach has over 20 years of experience in Financial Services. After beginning his career at regional CPA firms, Mr. Bach moved to the asset management field. He began his investment career at Miller Anderson & Sherrerd (now part of Morgan Stanley Asset Management) where he spearheaded their performance analytic and reporting efforts. Later he served as Director of Client Service at Financial Software Systems. In that senior role, he worked closely with traders and risk managers to understand their trading strategies and help them manage their risk. More recently, Mr. Bach served as Vice President of Quantitative Sales at Markov Processes International. In this role he sold sophisticated software to institutional investors to help them evaluate, select and monitor their investment managers. In so doing, Mr. Bach worked very closely with his clients in helping them to both use the software tool and evaluate their managers. He is a frequent speaker at industry conferences speaking on a wide array of topics.
Rich Kent - Friends Fiduciary Corporation
Rich Kent is a veteran investment professional with experience in major facets of investment management including portfolio management, equity research and new business development. From 1988 through 2009, Rich worked at the Wilmington Trust Company as a Vice President portfolio manager. He is currently chief investment officer at Friends Fiduciary Corporation and holds the personal belief that learning is an ongoing process that fuels a drive to expand knowledge base. Rich holds a Bachelor of Sciences in Finance from Lehigh University and an M.B.A. in Financial Management from St. Joseph’s University.
Rahul Shah - Red Spruce Capital Partners, PA
Rahul Shah currently works for Red Spruce Capital Partners as an investment manager. Rahul brings over six years of experience specializing in the global energy and basic materials sectors.Prior to AlphaOne, Rahul worked at an equity affiliate of Nuveen Investments, focusing in the same sectors and covering a wide range of market capitalizations. Previously, Rahul spent over ten years in both consulting and start-up/small company settings. He co-founded a digital music company and was chief corporate development officer for a clinical trials informatics company. Rahul began his business career as a management consultant with Monitor Company, where he worked with Fortune 100 clients across a range of industries and geographies including Hong Kong, Mumbai, Toronto and Cambridge. Rahul earned his Bachelor of Science from the Massachusetts Institute of Technology and his MBA from the University of Michigan.
Gary Shinner - Teaworks Collective CEO
Gary Shinner is the founder and CEO of Teaworks Collective, an incubator company designed to concept, seed and support premium CPG companies in the health, wellness and luxury sectors. He was previously the CEO and Co-founder of Mighty Leaf Tea and is internationally known for co-founding one of the world’s most successful lifestyle brands in the premium tea category. His creative inspiration and vision is focused on building great premium brands. Mr. Shinner is a graduate of Macalester College.
Mr. Shinner began business life as a banker and over time developed an affinity for consumer brands. In a series of fortuitous events he envisioned the market opportunities in the premium tea category. Mighty Leaf Tea was born. Mighty Leaf is now recognized as the brand that disrupts the paradigm on how the world drinks tea today, creating products driven by innovative quality, design, and sustainability. Mighty Leaf redesigned and transformed the traditional tea bag creating the distinctive artisan beverage experience. The company launched as a tea house in San Francisco in 1996, with the mission of infusing rejuvenating life into an ancient beverage and ritual, and grew to become the leading global specialty tea brand in food service and retail being sold in 30,000 restaurants and 14,000 stores worldwide. A pinnacle was achieved in August 2014 when Mighty Leaf was acquired by John. A Benckiser, the worlds # 2 (in sales) coffee and tea company.