National Philanthropic Trust is a public charity dedicated to providing philanthropic expertise to donors, foundations and financial institutions, enabling them to realize their philanthropic aspirations.
NPT was founded in 1996. Since that time, we have raised more than $49.8 billion in charitable contributions and currently manage $28.8 billion in charitable assets. We have made more than 640,000 grants totaling more than $25.7 billion to charities all over the world. We rank among the largest grantmaking institutions in the United States.
Our mission is to increase philanthropy in society. To that end, our experienced staff of philanthropic professionals are fully prepared to help you establish and administer your donor-advised fund. NPT is led by a Board of Trustees composed of nationally-known experts in philanthropy and business.
Our Leadership
Filter biographies by Senior Management Board of Trustees
Eileen R. Heisman
President and CEO
Eileen R. Heisman, ACFRE, is the President and CEO of NPT. She is a nationally recognized expert on charitable and planned giving. Eileen has been interviewed about philanthropy and donor-advised funds on CNBC, PBS, NPR, CNN International and Bloomberg TV, and by nearly every national newspaper and major trade publication, including the Wall Street Journal, New York Times, Washington Post, Bloomberg, CBS MarketWatch, Financial Advisor, and Investment News. She has been named ten times by NonProfit Times as one of their Power and Influence Top 50, an annual listing of the 50 most influential executives in the philanthropic sector, most recently in 2023. She is currently listed as one of ONE HUNDRED’s top influencers in philanthropy and is the recipient of a 2019 Carnegie Mellon University Alumni Achievement Award. At the invitation of the Chinese government, Ms. Eileen spoke to their emerging nonprofit sector about American philanthropy. She was the Association of Fundraising Professionals (AFP)’s 2014 Outstanding Fundraising Professional, the highest award granted by AFP to recognize effective, creative and stimulating leadership, and the practice and promotion of ethical fundraising. She was also among the first fundraising professionals to earn the distinguished ACFRE certification.
Eileen currently teaches a graduate course in philanthropy at the University of Pennsylvania’s School of Social Policy and Practice and is also a member of the faculty at LEADERSHIP Philadelphia. She is on the Governance Committee for the Nonprofit Leadership Program at the University of Pennsylvania’s School of Social Policy and Practice. She is a periodic lecturer for the Nonprofit Board Leadership Program at the University of Pennsylvania’s Wharton School. Eileen is a lecturer and member of the National Advisory Board at the University of Michigan School of Social Work and serves on Carnegie Mellon University’s Dietrich College Board of Advisors (formerly College of Humanities and Social Science). She served as founding chair of Culture Works Philadelphia for seven years.
Eileen received a master’s degree in Social Work with a concentration in Social Program Evaluation from the University of Michigan and a bachelor’s degree with honors in psychology from Carnegie Mellon University. She is a member of the third Wharton Fellows Class at the University of Pennsylvania and completed the Executive Program for Philanthropy Leaders at Stanford University’s Graduate School of Business.
Christopher Adams
Chief Information Officer
Christopher Adams is NPT’s Chief Information Officer. He is responsible for managing NPT’s technology, project management team and business process improvements. He also drives system selection to support NPT’s mission and serve NPT’s donors, partners and staff. Prior to joining NPT, Christopher held multiple positions at Cigna as an IT Project Manager and gained experience at BlackRock and Independence Blue Cross. Christopher received a master’s in Information Systems from Drexel University, a master’s certificate in Information Security from Villanova University, and a B.S. in Finance and Management Information Systems from Drexel University.
Chris Blume
Senior Vice President, Operations
Chris Blume is a seasoned financial services change leader with in-depth experience in both operations and technology. Chris is recognized as a strategic leader who shapes business vision, prioritizes change, implements next-generation systems and realizes the integration synergies from acquisitions. His global experience started as a US Army Engineer Officer before shifting to Big-4 business consulting and then to industry at investment managers, broker dealers, custodians and insurance firms.
Most recently, Chris was the Head of Transformation and Projects at Macquarie Asset Management. In this role, he led strategic programs across the globe including implementations of Aladdin and Eagle PACE and Salesforce, along with multiple acquisition integrations and a variety of regulatory initiatives.
Prior to joining Macquarie, Chris’ career had been focused on operations at Buy-Side and Sell-Side firms. His previous positions included IT Chief of Staff, IT Business Management and Program Management at AIG, and several Managing Director Operations roles at Broker Dealers and Investment Managers.
Chris has managed teams as small as two and as large as 400. He has developed expertise in all areas of operations and has managed large scale changes to improve effectiveness and efficiency. As a project management professional, Agile Certified Professional and Discipline Agile Certified SCRUM Master, he has worked in both Waterfall, Agile and blended environments.
Jai Chanda
Chief Development Officer
Jai Chanda is NPT’s Chief Development Officer and brings decades of multi-disciplinary expertise in the financial and philanthropic sectors to the organization. Jai is responsible for business development, institutional relationships and strategic partnerships at NPT. Most recently, Jai was a Managing Director at State Street Corporation and was responsible for the largest relationships at the bank as a Global Relationship Manager. Previously, he was Head of Asset Owner Sales for North America. Prior to those roles, he was Head of the Charitable and OCIO Fiduciary Advisory divisions at State Street Global Advisors. Jai was part of the Fearless Girl promotional launch along with the SHE ETF product origination. He also helped lead the Diversity & Inclusion Council for North America for State Street Global Advisors. Prior to joining State Street Global Advisors in 2013, he spent 20 years at Fidelity Investments in various institutional sales and relationship management roles. At the Fidelity Charitable Gift Fund, Jai led the fundraising efforts for the largest donor-advised fund in the U.S. Jai earned an M.B.A. from Boston University and a B.S. from the University of Vermont. Jai is on the Leadership Board for Beth Israel Deaconess Medical Center. He is also a board member of Inversant, Williston School and Saints Academy. He holds FINRA Series 7 and 63 licenses.
Joseph Gajewski
Executive Vice President, Premier Donor Fiduciary Services
Joseph Gajewski is the Executive Vice President of Premier Donor Fiduciary Services. Joseph joined NPT in July 2017 as the Vice President of Investment Operations and Compliance. Joseph has over 30 years of experience in operations, investment accounting, board governance and compliance. Joseph is responsible for supporting the onboarding, contribution processing and investments for NPT’s most significant donor relationships. Prior to joining NPT, Joseph held various managerial roles in operational and administrative positions with BlackRock, SEI, and PFPC, Inc., which was previously a wholly owned subsidiary of PNC Bank. Joseph received an M.B.A. from Widener University and a B.S. in Finance from Pennsylvania State University. Joseph is currently a Board and Finance Committee member for the Claymont Community Center in Delaware.
Oren Gershon
Senior Vice President, Project Management Office
Oren Gershon is the Senior Vice President of the Project Management Office. He is responsible for NPT’s project management, business process improvement, vendor management and quality assurance functions, aligning each with the organization’s mission and strategic plan goals. He is also responsible for NPT’s annual Giving Season planning efforts. Prior to joining NPT, Oren held multiple leadership positions within Olympus Corporation of the Americas’ Corporate Planning & Strategy and Project Management & Business Optimization departments and was the company’s Chief Risk Management Officer. He also brings independent management consulting and operational excellence experience from other roles. Oren received a B.S. in Management and Marketing from Washington University in St. Louis, Olin School of Business.
Andrew W. Hastings
Chief Enterprise Officer
Andrew Hastings is NPT’s Chief Enterprise Officer and has 30 years of experience in the philanthropic and nonprofit marketplace. Drew is responsible for advancing NPT’s strategic vision, evaluating innovative solutions, amplifying NPT’s thought leadership, and positioning the organization for continued growth and service to our donors. Drew has been recognized nationally for his pioneering work in the field of charitable marketing and fundraising. Drew wrote and edited NPT’s award-winning publication, “A Chronological History of Philanthropy in the United States.” He also developed and oversees NPT’s annual Donor-Advised Fund Report, a comprehensive and definitive analysis of the donor-advised fund market. Drew was formerly the President and CEO of the Delaware Association of Nonprofit Agencies, which provided management services and technical assistance to more than 2,400 nonprofit organizations, and the Program Director for the American Institute for Public Service. Drew received a B.A. with honors in Political Science from Denison University and also studied at Exeter College, Oxford University.
Elizabeth Monahan
Senior Vice President, Human Resources and Administration
Elizabeth Monahan joined NPT in March 2022 as SVP Human Resources and Administration. Before joining NPT, she spent three years as Chief Human Resources Officer of NewRez LLC. Elizabeth has over 30 years of human resources experience across diverse businesses, complex global organizations and start-up companies. Elizabeth has a proven track record of fostering high-performance cultures that attract, develop and retain talent. She has successfully led teams focused on developing and implementing strategies that drive results, create positive work environments and increase levels of employee engagement. Elizabeth also held the top Human Resources role at GMAC Residential, Homeward Residential, Quintiq and Ditech Holding Corporation. Elizabeth earned an M.A from Rider University and a B.S from Penn State University.
Jenna Mulhall-Brereton
Chief Philanthropic Solutions Officer
Jenna Mulhall-Brereton is NPT’s Chief Philanthropic Solutions Officer. She leads the team providing Premier Donor services, as well as supporting organization administration, and a range of strategic advisory services to enable NPT’s donors to develop and execute their philanthropic vision. Jenna’s expertise spans the philanthropic ecosystem, and she is a trusted advisor to preeminent philanthropists, foundations and social sector leaders. Prior to joining NPT, she served as Managing Director at Geneva Global, where she built and led a practice focused on strategic philanthropic consulting, philanthropic partnership development and donor education for clients comprising high-net-worth individuals, foundations, financial service institutions and nonprofit organizations. Jenna holds an M.A. in International Peace and Conflict Resolution from Arcadia University, a certificate in International Affairs and Multilateral Governance from Institut de Hautes Études Internationales et du Développement (Geneva, Switzerland); and a B.A. in French and Spanish from Bryn Mawr College. She completed the Executive Program for Senior Women’s Leadership at Northwestern’s Kellogg School of Management.
Gil A. Nusbaum
General Counsel
Gil Nusbaum is NPT’s General Counsel. He is responsible for a wide variety of general corporate legal, tax and risk management matters and for overseeing NPT’s illiquid gifts program. Gil was previously employed as an Associate for Laura Solomon & Associates, where he formed and advised nonprofit charitable organizations. Prior to that, he was an Associate in the Family Wealth Management practice group at Ballard Spahr LLP, where his practice included all aspects of trusts and estate law, including counseling individuals on charitable giving techniques and assisting with the formation and operation of charitable remainder trusts, charitable lead trusts, donor-advised funds and private foundations. Before joining Ballard Spahr LLP, Gil was an Associate in the Trusts & Estates, Tax, and Philanthropic & Nonprofit practice groups at Dilworth Paxson LLP. He received his J.D and holds a Master of Laws in Taxation from Temple University and earned his B.A. in Sociology from Wesleyan University.
Matthew B. Rovi
Senior Vice President, Institutional Partnerships and Experiences
Matthew Rovi is the Senior Vice President of Institutional Partnerships and Experiences and has more than 25 years of relationship management, sales and marketing experience serving financial intermediaries including wealth management firms, family offices, financial institutions and investment advisory firms. Matthew is responsible for managing the tasks and teams who support NPT’s financial service partners and other key relationships. Matthew previously held leadership roles with First Priority Bank, SEI and Pitcairn Trust Company, among others. Matthew received his M.B.A. from Pennsylvania State University and a B.S. in Business Administration from Millersville University. He currently serves as Board Chair for Chester County Futures, a nonprofit that provides comprehensive academic support for motivated, economically disadvantaged youth.
Andrea Rush
Senior Vice President, Philanthropic Solutions
Andrea Rush is Senior Vice President of Philanthropic Solutions and has more than 20 years of experience handling all aspects of philanthropic and specialized grantmaking services, including direct international grants and grant agreements. Andrea is responsible for the oversight of NPT’s various philanthropic vehicles such as Supporting Organizations and Special Projects. She is a member of the NGOSource Advisory Council and a graduate of Leadership Philadelphia Core Class of 2011. Andrea was formerly an elementary school teacher for the School District of Philadelphia. She received her B.S. with honors in Education from Temple University and holds a certificate in Nonprofit Executive Leadership from Bryn Mawr College.
Jeremy Schwartz
Interim Head of Finance and Accounting
Jeremy Schwartz is NPT’s Interim Head of Finance and Accounting and has fifteen years of accounting and finance experience. Jeremy is responsible for broad oversight and protection of the assets of NPT and its related domestic and foreign entities. As a member of the Senior Leadership Team, he collaboratively develops and implements the overall business plans of NPT. Before joining NPT in 2022, Jeremy spent his career at Baker Tilly US, LLP where he was a Senior Manager in the consulting practice, providing outsourced accounting and advisory services to not-for-profit organizations and assisting organizations with financial modeling and forecasting analysis. He previously served as a Senior Manager in the audit practice, providing accounting and audit services to clients in the not-for-profit, healthcare and real estate industries. Jeremy is a Certified Public Accountant and earned a Bachelor of Business Accounting from Temple University.
Suzanne Yoon
Chair
Suzanne Yoon is a recognized private equity investment executive with 25 years of experience investing in and advising middle market companies. Throughout her career she has led, sourced and closed over $3B of middle market deals and advised on global restructurings totaling over $10B in asset value.
Suzanne currently serves as Founder and Managing Partner of Kinzie Capital Partners, a Chicago-based private equity firm. She launched Kinzie in 2017 as part of her long-standing vision to advance the use of technology, data analytics and innovation to help companies unlock value. In 2020, Kinzie was recognized by the Private Equity Women Investor Network (PEWIN) as the North American Female Founded Firm of the Year. Prior to Kinzie, Suzanne held executive positions with Versa Capital Management, CIT Group and LaSalle Bank/ABN AMRO.
As an active member of the business and civic communities and a champion for diversity initiatives, she serves on several private company and philanthropic boards including the University of Iowa Center for Advancement, The Economic Club of Chicago, the Chicago Public Library Foundation and HFS Chicago Scholars. She also serves on the Steering Committees for PEWIN and the Women’s Association of Venture & Equity. Suzanne has earned extensive professional accolades from many organizations including The Wall Street Journal, Mergers & Acquisitions and Chicago United.
A Chicago native, Suzanne lives in the city with her husband and three children. She earned her B.A. in Economics from the University of Iowa and is an Executive Scholar of Northwestern University’s Kellogg School of Management.
Joram Borenstein
Joram Borenstein (CISSP, CISA) is the General Manager of Microsoft’s Cybersecurity Solutions Group. Previously he was VP of Partners and Marketing for NICE Actimize, the world’s leading provider of financial crime and compliance solutions. Before that, Joram worked at RSA Security, Unicorn Solutions (acquired by IBM), and VCIX in a variety of leadership roles. Joram also recently served as a Member of the U.S. Federal Reserve’s Secure Payments Task Force and the Conference of State Bank Supervisors (CSBS) Fintech Advisory Panel. He has instructed financial regulators from the FDIC, OCC, OTS, Federal Reserve, and NCUA and has spoken at dozens of industry events including Gartner’s IAM Conference, RSA Conference, the CSA/ENISA Conference, NACHA Payments, the Association for Finance Professionals, Money 20/20, the American Bankers Association, and more. Joram has been quoted widely in the media on topics such as cybersecurity, consumer identity protection, risk management, and compliance; his comments have appeared in Harvard Business Review, USA Today, The New York Times, The Washington Post, The Economist, The Boston Globe, the Los Angeles Times, American Banker Magazine, SC Magazine, and more. Finally, Joram is currently a Board Advisor to Element and to Kognos and was also previously a Board Advisor to Conjur (acquired by CyberArk).
Ann Dugan
Ann Dugan founded the Institute for Entrepreneurial Excellence at the University of Pittsburgh, which she led for nearly 30 years, while also serving as the Assistant Dean for the Joseph M. Katz Graduate School of Business. Her efforts in creating one of the first university-based programs that understood all sustaining family businesses start with an entrepreneur earned her recognition as a leader in the field and the prestigious EY Regional Entrepreneur of the Year Award in 2009. Ms. Dugan orchestrated her own successful succession in 2014 but continues to work with families of wealth in all the complex pathways of their lives. Through the years, she has helped many families in the startup and growth of their philanthropic initiatives and has served as the first non-family member of three private family foundations. Currently she is a board member of Grantmakers of Western Pennsylvania. Ms. Dugan and her husband reside in Pittsburgh, PA and Key West, FL. She is a graduate of the University of Pittsburgh, where she received her B.S. and M.B.A. degrees. Currently, Ms. Dugan leads her own private professional practice and is partnering with Waldron Private Wealth in the Family Enterprise and Business Advisory Services department.
Julius Green, CPA, JD
Julius Green (CPA, JD) is a retired tax partner with Baker Tilly Virchow Krause, LLP, one of the ten largest accounting firms where he served in a number of leadership roles. Partners also elected Julius to the Firm’s Board of Directors in August 2017. Prior to his 17 years as a partner with Baker Tilly, Julius spent 11 years with two Big Four accounting firms and 12 years with two major universities. In total, Julius has more than thirty years of experience working with or advising tax-exempt organizations.
Upon retirement, Julius has accepted a role as a part time Business Fellow with the Villanova School of Business Department of Accountancy. He also joined the Board of Trustees for Benefits Data Trust and has continued his work on the Board of Trustees for the Pennsylvania Institute of Certified Public Accountants Foundation.
Julius earned his Juris Doctorate from The George Washington University National Law Center and both his MBA with a Finance concentration and Bachelor of Science degree in Accounting from the University of Baltimore.
Eileen R. Heisman
Eileen R. Heisman, ACFRE, is the President and CEO of NPT. She is a nationally recognized expert on charitable and planned giving. Eileen has been interviewed about philanthropy and donor-advised funds on CNBC, PBS, NPR, CNN International and Bloomberg TV, and by nearly every national newspaper and major trade publication, including the Wall Street Journal, New York Times, Washington Post, Bloomberg, CBS MarketWatch, Financial Advisor, and Investment News. She has been named ten times by NonProfit Times as one of their Power and Influence Top 50, an annual listing of the 50 most influential executives in the philanthropic sector, most recently in 2023. She is currently listed as one of ONE HUNDRED’s top influencers in philanthropy and is the recipient of a 2019 Carnegie Mellon University Alumni Achievement Award. At the invitation of the Chinese government, Ms. Eileen spoke to their emerging nonprofit sector about American philanthropy. She was the Association of Fundraising Professionals (AFP)’s 2014 Outstanding Fundraising Professional, the highest award granted by AFP to recognize effective, creative and stimulating leadership, and the practice and promotion of ethical fundraising. She was also among the first fundraising professionals to earn the distinguished ACFRE certification.
Eileen currently teaches a graduate course in philanthropy at the University of Pennsylvania’s School of Social Policy and Practice and is also a member of the faculty at LEADERSHIP Philadelphia. She is on the Governance Committee for the Nonprofit Leadership Program at the University of Pennsylvania’s School of Social Policy and Practice. She is a periodic lecturer for the Nonprofit Board Leadership Program at the University of Pennsylvania’s Wharton School. Eileen is a lecturer and member of the National Advisory Board at the University of Michigan School of Social Work and serves on Carnegie Mellon University’s Dietrich College Board of Advisors (formerly College of Humanities and Social Science). She served as founding chair of Culture Works Philadelphia for seven years.
Eileen received a master’s degree in Social Work with a concentration in Social Program Evaluation from the University of Michigan and a bachelor’s degree with honors in psychology from Carnegie Mellon University. She is a member of the third Wharton Fellows Class at the University of Pennsylvania and completed the Executive Program for Philanthropy Leaders at Stanford University’s Graduate School of Business.
Stephen Hopkins
Stephen Hopkins, Partner and Senior Client Advisor of Ballentine Partners, a client-centric investment and wealth management firm, has more than 30 years of leadership and hands-on experience in global asset management. Mr. Hopkins has held corporate executive-level positions at several firms, including Roundtable Investment Partners, Citigroup Asset Management, JPMorgan, and Goldman Sachs Asset Management. He is currently an independent director of Fund Evaluation Group and SRL Global. Mr. Hopkins graduated from the University of Rhode Island. He and his wife reside in Gilmanton, NH.
Dirk Jungé
Dirk Jungé is retired from his former role as Executive Chairman of Pitcairn Company, a recognized global leader in the specialized multi-family office marketplace. Until recently, he also served as Chief Executive Officer of Pitcairn. He has been an innovator and leader in the family office for over 30 years. A fourth generation member of the Pitcairn family, he has served in numerous capacities including investments, marketing and client services. He was instrumental in re-establishing the firm as a multi-family office offering in 1987, and in 2008 led Pitcairn’s pioneering transition to a 100% open architecture investment platform. Mr. Jungé is a consultant, author and frequent speaker at conferences and seminars on issues related to the financial services industry, family office, family governance and succession planning. He contributed a chapter for the Handbook of Family Business and Family Business Consultation: A Global Perspective, which explores the role of the multi-family office in a changing global economy. His article, “From family business conflict to family connectedness” appeared in Family Business Magazine. Widely recognized for his involvement in social and community affairs, Mr. Jungé sits on a variety of philanthropic and corporate boards. Mr. Jungé received a B.S. in Economics and Finance from Lehigh University and holds the designation of Chartered Financial Analyst.
Linda K. Myers
Linda Myers is a corporate partner at international law firm Kirkland & Ellis LLP where she served on the Firm’s Global Executive Management Committee from 2010 to 2020. Myers is one of the original members of the Firm’s Debt Finance Practice Group and focuses her practice on debt financing transactions for major private and public companies, private equity groups and commercial lending institutions.
Myers is recognized as a leading lawyer and eminent practitioner. She received the “Award for Excellence in the Field of Law” in 2020 from the St. Ignatius College Prep Law Society and was honored by the Women’s Bar Association of Illinois with a “Women of Achievement” award in 2015. In 2020 and 2018, the IFLR1000 Women Leaders guide named Linda as one of the 300 female lawyers ranked as the best transactional practitioners in their markets and practice areas.
Myers has promoted diversity and inclusion throughout her career and currently serves on the board of The Chicago Network, a preeminent organization of Chicago’s leading professional women. Myers also enthusiastically supports professional, educational, civic, and cultural organizations. She serves on the boards and has done pro bono legal work for the Lyric Opera of Chicago and The Chicago Shakespeare Theater. Myers also sits on the board of St. Ignatius College Prep, a Jesuit Chicago high school and is a member of the Parents Council to the Chancellor at Washington University in St. Louis, in addition to serving on the Board of Directors of Gibraltar Industries, Inc. and the Advisory Committee of Kinzie Capital Partners.
Myers earned her J.D. from Georgetown University Law Center and her Bachelor of Arts degree in Economics and International Relations from the University of Wisconsin-Madison.
Lisa Pattis
Lisa Pattis is President of Next Chapter Holdings which manages investments for the Pattis family and The Pattis Family Foundation by investing globally in a diversified range of assets. Previously, Pattis was General Counsel of Wintrust Financial Corporation (NASDAQ: WTFC) and a partner at Sidley Austin, LLP for 17 years where she specialized in corporate governance, securities law, and strategic counseling for major publicly traded and privately held companies, as well as select families.
Pattis has been repeatedly recognized for her leadership, named to Crain’s Chicago Business 40 Under 40, selected as a Leadership Greater Chicago Fellow and honored for her work as a top general counsel. Lisa serves as a trustee of The Newberry Library, the Foundation Board of Children’s Home & Aid Society and previously served as board chair of Women Employed.
Pattis earned her Juris Doctorate from Northwestern University, a Master of Arts from Stanford University and a Bachelor of Arts from Princeton University.
Eric Reeves
Eric Reeves heads the private capital investment strategy at Duchossois Capital Management and is responsible for sourcing, executing and managing investments across a variety of asset classes. He also serves as General Counsel, Chief Administrative Officer and Secretary to the Board of Directors for The Duchossois Group (TDG). Prior, he served as Executive Vice President, General Counsel & Secretary to The Chamberlain Group, a TDG company.
Eric was previously a partner in the Corporate Department of McDermott Will & Emery. There he advised publicly traded and privately held companies in corporate borrowing and lending, mergers and acquisitions transactions and general corporate governance matters.
Eric is a member of Investment Committees for Chicago Ventures and the Irving Harris Foundation and serves on the Board of Advisors for Heard Capital. He also serves on the Board of Trustees for the Duchossois family’s privately held trust company, Travers Trust Company. Eric is a Trustee of Rush University Medical Center.
Eric received a B.A. from the University of Michigan and a J.D. from The Ohio State University.
Diana L. Sands
Diana Sands has over 30 years of business experience across multiple industries and disciplines including six years in the C-suite. She currently serves on the boards of SP+ Corporation (Nasdaq: SP), AngloGold Ashanti (NYSE: AU), and Vmo Aircraft Leasing, a private company backed by Ares Management Corporation. She was previously on the board of PDC Energy, Inc. (Nasdaq: PDCE) until it was acquired by Chevron in August 2023. Diana previously worked at the Boeing Company where she was an executive officer and Senior Vice President, Office of Internal Governance and Administration. Reporting to the CEO and to the audit committee, Diana oversaw a diverse team including ethics & investigations, compliance risk management, internal audit, security, and internal services. Diana also held senior finance roles at Boeing including corporate controller, head of investor relations, and head of financial planning & analysis. She is dedicated to philanthropic efforts serving as Board Chair for Start Early, a champion for quality early learning. Diana has an MBA from Northwestern’s Kellogg School of Management, and a BBA from the University of Michigan Ross Business School.
Paul Schreiber
Paul Schreiber, a long-time partner at global law firm Shearman & Sterling and now Of Counsel with the firm, has focused his practice in the asset management area for over 30 years. He has a broad background in corporate finance, securities and futures regulations and has written and lectured extensively on the Investment Company Act of 1940, ERISA, securities and other financial issues. He has been named in Best Lawyers in America Who’s Who in American Law, Who’s Who in America, Who’s Who in the World and U.S. Legal 500. He is a member of the New York State Bar Association and the International Bar Association. He is a graduate of City College of New York (B.S.) and New York University School of Law (J.D. and L.L.M.).
Manish Shah
Manish Shah is Senior Vice President and Chief Information Officer at Community Health Systems, responsible for driving exceptional patient care by delivering a high-value digital experience across 85 hospitals operating in 16 states. Shah also oversees technology and digital systems development and implementation, supporting the company’s various businesses and functions with his primary focus on digital transformation, interoperability exchange and business intelligence and analytics.
Shah has over 35 years of experience in global information technology, with extensive experience in business transformation, organization design, and acquisition integration in various industries including manufacturing, information services and healthcare.
Prior to Community Health Systems, Shah was Senior Vice President of IT Infrastructure for Aurora Health Care. Shah has been a Member of The Heritage Healthcare Technology Fund, the Nashville Technology Council, The Center for Medical Interoperability (C4MI), Google Productivity & Collaboration Customer Advisory Board and an Advisory Board member for both AT&T and Verizon. He also serves on the board of Gibraltar Industries (NASDAQ: ROCK). Shah is active in charitable organizations, including Safe Haven, National MS Society and Habitat for Humanity, in the Nashville, TN area.
David Wezdenko
David Wezdenko is Co-founder and CEO of Blue Leaf Ventures, a micro venture capital investment and advisory firm. Additionally, he is an independent trustee for the Nationwide family of mutual funds and an Executive Junior Board Member for Bigs & Littles NYC. He has previously served on the board for Urban Pathways New York and held several board positions while at JP Morgan. Wezdenko is active in charitable organizations, including Breakthrough New York and Catholic Charities of Palm Beach and New York City.
Wezdenko has over 35 years in operation, technology, regulatory and business transformation experience in the financial services industry. He has held several executive roles in the asset management, wealth management and investment banking practices at JP Morgan, Evercore Partners and Fidelity Investments. He also served as a senior auditor with PricewaterhouseCoopers. Wezdenko is a graduate of Boston College with a Bachelor of Science degree in accounting.
Kelly M. Williams, J.D.
Kelly M. Williams, J.D., Senior Advisor at GCM Grosvenor, has had a distinguished career in law and finance. She founded the Customized Fund Investment Group in 1999, which specialized in private equity, real estate and infrastructure investing and grew it to $30 billion in commitments at the time of its sale in 2014. She has been recognized by numerous organizations for her work in the pursuit of diversity in the finance industry and was recognized by American Banker as one of the Most Powerful Women in Finance from 2011-2014. Ms. Williams is Founding Chair and CEO of the Private Equity Women Investor Network. She serves on the board of directors of The Greenbrier Companies and as President of the Nantucket Historical Association. Ms. Williams also serves on the board of trustees and the executive committee of Union College, as well as the board of trustees for the Toigo Foundation and All In Together. She is a member of the Board of Commissioners of the Smithsonian American Art Museum and of the Investment Committee of Alfred P. Sloan Foundation. She also serves in an advisory capacity to the Sponsors for Educational Opportunity. She and her husband live in Palm Beach and Nantucket. She is a graduate of Union College and received her J.D. from New York University.
