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Who We Serve

Charitable Asset Management


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

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

Carolyn M Freeman

Head of Relationship Management

Abraham G Medhin

Tax Department

Daniel D Parker

Business Development