Our Professional Advisors Council

The San Francisco Foundation has a long history of working hand-in-hand with the Bay Area professional advisor community to ensure individuals and families achieve their philanthropic goals. We are grateful for the strong partnerships we hold with professional advisors who demonstrate a commitment to the community by working to advance philanthropy and encourage charitable giving across the Bay Area.

Our Professional Advisors Council (PAC) plays an important role in advising The San Francisco Foundation’s planned giving and donor relations work as we build a community of donors interested in enhancing the impact of each donor’s charitable giving. In this way, PAC members act as ambassadors for The San Francisco Foundation.

The Professional Advisors Council provides an opportunity for members to learn about new issues in philanthropy, the best strategies for meeting their clients’ needs in charitable giving, and establish new relationships with other advisors in the region. Read the latest blog posts by and for our professional advisor community, and check out the most recent newsletter for professional advisors.

To learn more about our Professional Advisors Council, please contact Pamela Doherty, Director of Development at pdoherty@sff.org or 415.733.8521.

Professional Advisors Council Members

 

Alma Soongi Beck, Esq. (Co-Chair)
Partner
Lakin Spears, LLP

Kimberly K. Brandon, C.W.S.
Senior Vice President, Wealth Management
Morgan Stanley

Rachel R. Caldwell (Co-Chair)
Director
Andersen Tax

Kyle Cliff
Vice President at Fort Point Insurance
HUB International

Virg Cristobal, C.F.P.
Principal
Open Advisors, LLC

Richard Davis-Lowell, C.F.P.
Senior Director
BNY Mellon Wealth Management

Lisa Balliere Dean
Senior Vice President
Capital Group

Meredith S. Etherington, MBA
Senior Investment Advisor
Litman Gregory

Lorna Padia Markus
Partner
Mowat Mackie & Anderson LLP

Julia Matsudaira
Vice President
Jordan Park

Karl F. Mill
Associate
Adler & Colvin

Jeffrey M. Ostrum, C.F.P.  
Managing Principal
Financial Architects Partners

Suzy Pak
Financial Advisor
Goode Hable Park at Morgan Stanley

George Rokas, C.F.A.
Senior Portfolio Manager
Northern Trust

Elizabeth S. Sevilla, C.L.U., Ch.F.C.
Partner
Seiler LLP

Endy Ukoha-Ajike, LL.M.
Attorney
The Ukoha-Ajike Law Group, P.C.

Susan von Herrmann
Partner
Perkins Coie LLP

*Please note council members’ titles and firms are listed for affiliation purposes only