People Moves

Foundation Source Expands In Southern California

Eliane Chavagnon Editor - Family Wealth Report September 12, 2014

Foundation Source Expands In Southern California

Foundation Source, which serves private foundations, has appointed Joshua Stamer as a managing director for its national business development team, the firm said today.

US-based Foundation Source, which serves private foundations, has appointed Joshua Stamer as a managing director for its national business development team.

Based outside of Los Angeles, CA, Stamer will focus on Southern California, working with wealth managers, financial advisors, attorneys and donors who either have or are interested in establishing a private foundation.

Stamer reports to Foundation Source's president, Salvatore Bucci.

Stamer was latterly western regional sales director at Workiva, formerly WebFilings. There, he onboarded and developed client partnerships with large US banks, insurance companies and mutual and hedge fund organizations.

“California is one of this nation's wealthiest and fastest-growing philanthropic markets,” said Stamer. “It is home to numerous high net worth individuals who want the level of control and flexibility that private foundations offer.”

In July of this year, Fairfield, CT-headquartered Foundation Source named Bucci as president, reporting to the firm's chief executive, Robert Chartener.

Bucci had served as an executive consultant to Foundation Source over the last year, “streamlining operational management and reporting,” the firm said.  

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