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    Who We Serve

    Charitable Asset Management

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    As your essential partner, we are celebrating 35 years of excellence.  For turnkey solutions, please call us at 1-800-635-9001 or at CAM_SSGA@ssga.com.

    Providing Solutions for Charitable Organizations

    Our sole focus in State Street Global Advisors’ Charitable Asset Management group is to help our clients maximize their gift planning programs by assisting each organization in building and maintaining strong donor partnerships, closing more planned gifts with higher gift values, and preserving and growing endowments.

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    Meet the Team

    With 30+ planned giving professionals with extensive experience, we want to be an extension of your planned giving office.  We are here to help you carry out your philanthropic mission.

    Dennis P Dwyer, CFA

    Senior Portfolio Manager

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    Carolyn M Freeman

    Head of Relationship Management

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    Abraham G Medhin

    Tax Department

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    Daniel D Parker

    Business Development

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    Hong Kong: State Street Global Advisors Asia Limited, 68/F, Two International Finance Centre, 8 Finance Street, Central, Hong Kong. T: +852 2103-0288. F: +852 2103-0200.

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    Any views expressed herein are those of the author(s), are based on available information, and are subject to change without notice. Individual portfolio management teams may hold different views and may make different investment decisions for different clients. There are no guarantees regarding the achievement of investment objectives, target returns, portfolio construction, allocations or measurements such as alpha, tracking error, stock weightings and other information ratios. The views and strategies described may not be suitable for all investors.

    Past performance is not necessarily indicative of the future performance. Investment return and principal value will fluctuate, so you may have a gain or loss when shares are sold. Current performance may be higher or lower than that quoted.

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