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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

Providing Solutions for Charitable Organizations

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.

Bio Image of Dennis P Dwyer

Dennis P Dwyer, CFA

Senior Portfolio Manager

Bio Image of Carolyn M Freeman

Carolyn M Freeman

Head of Relationship Management

Bio Image of Abraham G Medhin

Abraham G Medhin

Tax Department

Bio Image of Daniel D Parker

Daniel D Parker

Business Development