For Financial Institutions

Fernando Gonzalez, CAP®

SENIOR DIRECTOR | HEAD, U.S. EAST

Fernando Gonzalez, CAP® is Vice President, Development, East at National Philanthropic Trust (NPT), where he spearheads strategic growth initiatives across the eastern United States. In this dual capacity, he provides leadership to a high-performing team of Regional Directors and Development Managers spanning the East Coast while simultaneously maintaining direct responsibility for a relationships located in DC, DE, IN, MD, MI, OH, PA and WV where Fernando partners with financial advisors to deliver sophisticated philanthropic solutions, leveraging his deep expertise to guide clients through complex charitable giving strategies. His hands-on approach to both team leadership and direct client engagement ensures NPT maintains its position as the trusted partner for advisors seeking to maximize their clients' philanthropic impact. He is based in Philadelphia, PA.

Prior to joining NPT, Fernando was Vice President and Relationship Strategist for PNC Wealth Management in the Philadelphia region. Earlier in his career, he served as a Financial Advisor for Merrill Lynch. He recently served as President of the Board for the Delaware Valley Legacy Fund and continues to share expertise with other non-profit organizations through volunteer leadership positions. Fernando holds a Master of Business Administration from the University of Maryland, focusing on Finance and Global Business, and a Bachelor of Music from Colorado State University.

Lisa Barr, CAP®

SENIOR DIRECTOR | HEAD, U.S. WEST

Lisa Barr, CAP® is Vice President, Development, West at National Philanthropic Trust (NPT). NPT is the largest independent provider of donor-advised funds, and its mission is to provide philanthropic expertise to donors, foundations, and financial institutions, enabling them to realize their philanthropic aspirations. Lisa cultivates relationships with financial advisors, providing consultative support to help clients achieve their philanthropic goals. She is based in the San Francisco Bay Area and leads a team of Regional Directors who work with advisors and donors throughout the Western U.S.

Prior to joining NPT, Lisa was Director of Philanthropic Entrepreneurship at Silicon Valley Community Foundation. She has also held executive director and fundraising roles at nonprofit arts organizations on the East Coast. Lisa is the President of the Board of Directors of the Northern California Planned Giving Council. She earned a Master of Business Administration from Boston University and a Bachelor of Music from Vanderbilt University. Lisa holds the Chartered Advisor in Philanthropy® designation and is a certified 21/64 philanthropic advisor.

Janos Major, CAP®

REGIONAL DIRECTOR | WEST

Janos Major, CAP® is Regional Director, West at National Philanthropic Trust (NPT). As a Regional Director, he cultivates relationships with financial advisors in AK, CA, CO, HI, ID, MT, NV, OR, UT, WA and WY, providing consultative support to help clients achieve their philanthropic goals. He is based in San Francisco, CA.

In his career prior to joining NPT, Janos had experience with high-net-worth and ultra-high-net-worth clients, managing upwards of $225M. He has focused on retirement planning, investment strategies, tax planning and estate and legacy planning. Most recently, he worked for Fisher Investments as an Investment Counselor. Other prior experience includes roles at PNC as a Financial Specialist and at ING Financial Partners as an Investment Advisor and District Manager. Janos earned a Bachelor of Science in Business Administration from Drexel University with a concentration in Finance and Legal Studies.

Rudy Flesher

REGIONAL DIRECTOR | SOUTHWEST

Rudy Flesher is Regional Director, Southwest at National Philanthropic Trust (NPT). As a Regional Director, he cultivates relationships with financial advisors in Southern California, Arizona and New Mexico, providing consultative support to help clients achieve their philanthropic goals. He is based in Los Angeles, CA.

Prior to taking on this role, Rudy had over ten years of experience in community-based fundraising and grantmaking. As a social impact consultant, he has trained more than 250 individuals in fundraising and mission-oriented storytelling. In his former work as a foundation-based program officer, Rudy also managed a robust annual grantmaking portfolio, giving him fresh perspective from both ends of philanthropic relationship-building. He holds a B.A. in Women’s and Gender Studies from The College of New Jersey and an M.F.A. in Screenwriting from the University of Southern California.

Meghan Clifford

REGIONAL DIRECTOR | NEW ENGLAND

Meghan Clifford is Regional Director, New England at National Philanthropic Trust (NPT). As a Regional Director, she cultivates relationships with financial advisors in CT, MA, ME, NH, RI and VT, providing consultative support to help clients achieve their philanthropic goals. She is based in Boston, MA.

Meghan has over 20 years of experience in the nonprofit sector working with donor-advised funds. Prior to working at NPT, she held the roles of Senior Vice President, Senior Relationship Manager, Vice President, and Assistant Vice President at Bank of America Charitable Gift Fund. Earlier in her career, she also served as Grants Management Specialist with Dana Farber Cancer Institute; Manager of Grants and Foundation Relations with The American Ireland Fund; and Manager of Children’s Program with Aoibhneas Women’s Refuge in Dublin, Ireland. Meghan earned her Bachelor of Art in Social Work from the University of Vermont and obtained her Social Work license in both the State of Massachusetts and the Republic of Ireland.

Rhonda Branch

REGIONAL DIRECTOR | NEW YORK METRO

Rhonda Branch is Regional Director of Development, New York Metro, at National Philanthropic Trust (NPT). As a Regional Director, she cultivates relationships with financial advisors and bankers in the New York City metropolitan region, providing consultative support to help clients achieve their philanthropic goals. She is based in Voorhees, NJ.
Rhonda has worked with ultra-high-net worth families in the wealth management and private banking industry for over 20 years. She began her career with Merrill Lynch and served in various leadership roles at financial institutions. Before joining NPT, Rhonda was Head of Consolidated Reporting for the Family Office Solutions group at UBS. She earned a Bachelor of Business Administration from George Washington University.

Ethan Burke, CEPA®, CAP®

REGIONAL DIRECTOR | SOUTHEAST

Ethan Burke, CEPA®, CAP® is a Director of the Southeast at National Philanthropic Trust (NPT).

As a director, he works with financial advisors, bankers, attorney and accountants by providing consultative support to help clients achieve their philanthropic goals particularly in the area of complex assets. He is based in Charlottesville, VA and covers AL, AR, FL, GA, KY, LA, MS, NC, SC, TN and VA.

Prior to working at NPT, Ethan had more than 20 years of experience in advanced philanthropic planning. He spent 10 years with St. Jude Children's Research Hospital, working with high-net-worth individuals on legacy planning with complex assets. Ethan also served as a financial advisor at Merrill Lynch as a private wealth strategist.

He received a graduate certificate from Georgetown University in Managing Global Business and a B.A. in Political Science from Southern Methodist University in Dallas, TX.

Dan DeLaney

ASSOCIATE REGIONAL DIRECTOR

Dan has an extensive background in finance, investments, and philanthropy. He started his career at the Bank of New York in middle office trading and most recently served as Senior Manager of Investment Oversight for DAFgiving360 (formerly Schwab Charitable). 

Michael Wilson, CAP®

REGIONAL DIRECTOR

Michael is a philanthropic planning professional with over a decade of experience working with financial, legal and tax advisors to support HNW and UHNW clients. Prior to joining NPT, he served as a philanthropic consultant at Fidelity Charitable, advising on complex gifts and giving strategies.

Jeremy Schiff

ASSOCIATE REGIONAL DIRECTOR

Jeremy has a broad financial services background in commercial banking and wealth management, as well as nonprofit experience in Development and Major Gifts. Previously he was a VP/Relationship Manager with J.P. Morgan and has held roles in multiple NJ based nonprofits.

Trevor Johnson

REGIONAL DIRECTOR

Trevor Johnson is Regional Director, Southeast for National Philanthropic Trust. He has broad experience in financial services, fiduciary planning and administration, and working with HNW clients and their advisors.

Originally from Oregon, where he began his career as a state prosecutor, Trevor currently lives in St. Petersburg, Florida and continues his commitment to public service as an officer in the US Air Force Reserve.

Prior to joining NPT, Trevor most recently served as Senior Counsel with Citi Private Bank in Tampa, and previously as a Trust Officer with BMO Private Bank in Chicago.