Chicago’s
Strategic Philanthropy has opened a West Coast office, appointing a long-time Morgan Stanley wealth manager to head up operations there.

Carola Barton will lead the new Santa Cruz, CA, office, as managing director for the West Coast. She was latterly director of commitments for the Clinton Global Initiative-Asia, a project run by the Clinton Foundation, and also previously worked at Morgan Stanley for 16 years.

At Strategic Philanthropy, which is a philanthropic advisory firm, she will build relationships with legal and financial advisors based on the West Coast and support client engagements.

Meanwhile, the firm has also promoted Mollie Bunis to the role of director of philanthropic services. Bunis has worked at Strategic Philanthropy for nine years. Going forwards, she will oversee the delivery of services to ensure that best practices and the firm’s value proposition are embedded into all contact with clients.

The firm works with individuals, families and closely-held businesses on their charitable giving strategies.