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Board and Advisors

Board of Directors

Advisors to the Board

  • Jay Halfon, Esq, Attorney At Law, (Legal Counsel)

Membership Committee

  • Sally Boulter, ‎Senior Officer, ImpactAssets
  • Catherine Chen, Senior Vice President, Royal Bank of Canada, SRI Wealth Management Group
  • Allison Duncan, CEO, Amplifier Strategies
  • Bruce Kahn, Trustee, The Robert & Patricia Switzer Foundation
  • Jason Scott, Co-Convener, CREO Syndicate and Co-Managing Partner, Encourage Capital
  • Diana Trump, Trustee, Penney Family Fund

Strategic Planning Committee

  • Sally Boulter, ‎Senior Officer, ImpactAssets
  • Lisa Hoffman, Consultant
  • Bruce Kahn, Trustee, The Robert & Patricia Switzer Foundation and Board Treasurer, Confluence Philanthropy
  • Dana Lanza, CEO, Confluence Philanthropy
  • Michael Lent, CIO, Veris Wealth Partners
  • Shirley Mills, Director, The Boston Company
  • Jameela Pedicini, Director, Asset Management, Perella Weinberg Partners
  • Lisa Renstrom, Board Chair, Confluence Philanthropy
  • Jeff Rosen, Chief Financial Officer, Solidago Foundation and Board Member, Confluence Philanthropy
  • Kate Simpson, Author Consultant, Confluence Philanthropy
  • Gerry Watson, Vice President for Finance and Operations, The Rockefeller Brothers Fund and Board Member, Confluence Philanthropy