Wealth Management
Meet our Endowments and Foundations National Practice Team
Our Endowments and Foundations team offers philanthropic, fiduciary, and investment solutions to help small to mid-size nonprofit organizations throughout the U.S.; including endowments, foundations, pensions, board–designated funds, reserve funds, operating funds, and others. Our team understands the complex regulatory environment of the modern nonprofit and maintains a strong knowledge of today's fundraising trends and issues.
Client Relationship Management
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Walter J. Dillingham Jr, CFA
National Director of Endowments & Foundations Practice
Walter specializes in working with endowments, foundations, and nonprofit organizations to help them grow, evolve, and weather changing financial and economic environments. He works closely with his clients on their investment, philanthropic, endowment management, and planned giving objectives. With more than three decades of experience in the financial services industry, much of which focused on nonprofit and institutional clients, Walter has a unique perspective on the changing needs of the endowment and foundation marketplace.
Investments
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Personal Wealth Planning for Trustees
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Private Foundation Services
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