Board of Trustees
Wayne R. Walker - Chairman
Wayne Walker is the president of Walker Nell Partners, Inc., an international business consulting firm. He focuses on corporate governance, turnaround management, corporate restructuring and bankruptcy matters. Before founding Walker Nell in 2003, Mr. Walker worked for 15 years at the DuPont Company in Wilmington, Delaware in the Securities and Bankruptcy group, where he worked in the Corporate Secretary’s office and served as Senior Counsel. Mr. Walker serves on the board of Seastar Holdings, Inc., owner of Caribbean regional airlines Seaborne Puerto Rico and Seaborne Virgin Islands, and on the board of Last Call Operating Companies, that owned national restaurants such as Fox & Hound and Champps. He recently served as Chairman of the Board of Directors of BridgeStreet Worldwide, Inc., a global provider of corporate housing. He also completed tenure as a director of a publicly traded company (“NASDAQ”) in the new media industry. Mr. Walker also serves on the boards of Eagleville Hospital and Foundation, Boys and Girls Club of Philadelphia and People for People, Inc. For three years, he served as Chairman of the Board of Directors of Habitat for Humanity International. Mr. Walker earned his J.D. from Catholic University and a Bachelor of Arts from Loyola University. Mr. Walker is an attorney licensed by the State Bar of Georgia. He is a member of the State Bar Association of Georgia, American Bar Association, American Bankruptcy Institute and Turnaround Management Association.
Ann Dugan, Senior Managing Director at Family Office Exchange (FOX), leads the FOX Advisory and Educational Efforts. Ms. 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 Bachelor of Science and Master of Business Administration degrees.
Robert Eichfeld is a retired Citigroup executive. During a 33 year tenure, Mr. Eichfeld managed a variety of Citibank’s activities in a number of countries throughout the Caribbean, South America, the Middle East, SE Asia and the Sub Continent. Since 2000, he has remained active in business in the Middle East, serving for 10 years on the board of the leading investment bank in the Region. And for 16 years he has served as a board member and Chair of Grameen Foundation, an organization using technology and financial services to economically enable the world’s poorest populations. Among other non-profit organizations, he also served for several years as Vice Chair of Give To Colombia, which strives to improve the lives of the underserved in Colombia. He is a graduate of Wake Forest University; the Thunderbird School of International Management, where he served as Chair of its Global Advisory Council and as a member of its Board of Trustees; and Harvard’s Executive Program for Management Development.
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. Ms. Heisman 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 was among the first fundraising professionals to earn the distinguished ACFRE certification. She has been named four 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 2017. She has been invited by the Chinese government to speak to their emerging nonprofit sector about philanthropy. She is also the Association of Fundraising Professionals' 2014 Outstanding Fundraising Professional. Ms. Heisman is currently a member of the faculty at Leadership Philadelphia, as well as an adjunct faculty member at the University of Michigan's School of Social Work graduate program and a lecturer at the University of Pennsylvania's School of Social Policy and Practice. She is a regular lecturer for the Nonprofit Board Leadership Program at the University of Pennsylvania's Wharton School and a member of the Governance Committee for the Nonprofit Leadership Program at the University of Pennsylvania's School of Social Policy and Practice. Ms. Heisman serves on the Advisory Board at New York University’s George H. Heyman, Jr. Center for Philanthropy and Fundraising and the University of Michigan's School of Social Work. She is also the Chair of the Board at CultureTrust. Ms. Heisman has a bachelor's degree with honors in psychology from Carnegie Mellon University and a master's degree in social work with a major in social program evaluation from the University of Michigan. 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, 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 is 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 BS in Economics and Finance from Lehigh University and holds the designation of Chartered Financial Analyst.
Gerald Kerner, a graduate of Rutgers College and Harvard Law School, is a member of the Bar of the State of New York. He served for two years as law clerk to the United States District Court Judge John R. Bartels in New York following graduation from law school. Thereafter, he joined the law firm of Willkie Farr & Gallagher in New York, as an associate and became a partner in that firm, focusing upon litigation in state and federal courts and regulatory matters, and remained at the law firm for some 20 years. In 1997 he became general counsel and managing director of Duquesne Capital Management, L.L.C. and remained in that position until the firm ceased operations at the end of 2010. Thereafter, and presently, he is general counsel and managing director of Duquesne Family Office LLC. He is married, has three children, and resides in New York City.
Joseph H. Kluger
Joseph H. Kluger, a Principal of arts consulting firm WolfBrown, has over 30 years of experience as a non-profit arts and culture executive and consultant in strategic planning, organizational collaboration, facilities, fund raising, governance, leadership development and succession planning projects for nonprofit museums, theaters, opera companies, symphony orchestras, performing arts centers, and educational institutions. Prior to his consulting career, Mr. Kluger held leadership positions in the symphony field, including President of The Philadelphia Orchestra Association (1989-2005), where he helped develop the Kimmel Center for the Performing Arts and raised over $130 million for endowment. He is also an internationally recognized expert in the use of technology to accomplish strategic objectives in the arts and provides advice in this area to organizations such as the League of American Orchestras and OPERA America and their members. Mr. Kluger has held voluntary leadership positions as Chair of Philadelphia Mayor Nutter’s Cultural Advisory Council and President of the Greater Philadelphia Cultural Alliance and served on numerous other non-profit boards. He began his professional career at the New York Philharmonic, following receipt of a MA in Arts Administration from New York University and a BA in Music from Trinity College in Hartford, CT.
Rosalyn McPherson is President and Founder of The ROZ Group, Inc. Highly regarded as a natural cross-pollinator, builder of strategic relationships, and cross-cultural content enthusiast she leads her company in providing strategic marketing and communications, custom publishing, project management, and product development to corporations, governmental agencies, and non-profit institutions. Entertainment, cultural arts, education, healthcare disparities, science and history are among her key areas. The ROZ Group is a certified minority business in the State of Pennsylvania. Most recently (2014 – 2016), Roz served as President & CEO of the Urban League of Philadelphia. In this position she was able to advocate for important issues related to education, social justice, and voting rights. She also delved deeply into the complex aspects of workforce development and job training. In addition to serving as a trustee for National Philanthropic Trust, she is on the Board of the Community College of Philadelphia and the Mental Health Association of Southeastern Pennsylvania. Ms. McPherson holds an MBA in Marketing from Fairleigh Dickinson University and a BS in Secondary Education from Southern University & A&M College in Baton Rouge, LA.
Cecilia Mendez Hodes
Cecilia Mendez Hodes is a lawyer with more than 20 years’ experience in nonprofit governance. She has served in numerous leadership roles with not-for-profit institutions in her community and as a fiduciary for privately held, for-profit entities and individuals. Ms. Mendez Hodes is a trustee and vice president of the board of The Episcopal School in the City of New York, an independent school that is a leader in early childhood education. She serves as a director of a number of supporting organizations of National Philanthropic Trust. Her previous experience includes practicing corporate law in New York City at the law firm Willkie Farr & Gallagher and, later, as Counsel, USA Area, for The Royal Bank of Canada. Ms. Mendez Hodes graduated with General Honors and Departmental Honors in English from Vassar College, where she was a Matthew Vassar Scholar and was elected to Phi Beta Kappa. She holds a J.D. from Harvard Law School.
Clark D. Pitcairn
Clark D. Pitcairn is a founder and the first President of National Philanthropic Trust. He is currently a senior vice president at Pitcairn Trust Company. Mr. Pitcairn also serves on the board of directors for Pitcairn Financial Group. Mr. Pitcairn served as President of the Glencairn Foundation for nine years. He is on the board of directors for the Academy of the New Church and serves as chair of its development committee. He also owned and operated Aquifer Dive Center in Jacksonville, FL, for six years.
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 (BS) and New York University School of Law (JD and LLM).
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 Juris Doctorate from New York University.
Suzanne Yoon is the Founder and Managing Partner of Kinzie Capital Partners, a private equity firm focused on making control investments across the United States in companies in the consumer, manufacturing and services industries. Prior to Kinzie, she was a Managing Director of Versa Capital Management. For her work at Versa, she received the “40 Under 40 Dealmakers Recognition Award” from M&A Advisor in 2013. Prior, Ms. Yoon was a Senior Vice President of CIT Group, co-founded LaSalle Bank/ABN AMRO's Corporate Restructuring Group, and held positions in distressed loan portfolio management and advisory at LaSalle Bank and Ernst and Young's Corporate Finance and Restructuring Advisory Group, respectively. Ms. Yoon is currently a steering committee member of Private Equity’s Women Investor Network (PE WIN) and of the Women’s Association of Venture & Equity (WAVE) and maintains active involvement with Turnaround Management Association, where she was Board Trustee; and American Bankruptcy Institute, where she formerly co-chaired its Finance Committee. In addition, she is active in Chicago community activities, including her service on the Board of Directors for HFS Chicago Scholars, a not for profit that serves economically disadvantaged Chicago inner-city high school students. Ms. Yoon received her Bachelors in Economics from the University of Iowa and is an Executive Scholar of Northwestern’s Kellogg School of Management.
NPT's financial information
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