George Watson
Director of Operations With over three decades of experience in the industry, George brings a wealth of knowledge and experience in client services and operations to the firm. He is committed to enhancing the client experience and mentoring his team to achieve the same high standards. As Director of Operations, George is responsible for the […]
Debbie Ponzio
Workplace Experience Manager With decades of experience cultivating meaningful relationships, Debbie brings a thoughtful and personal approach to her work. She is deeply committed to ensuring each client receives her highest level of care and attention, strengthening connections through every interaction. Her calm presence, attention to detail, and proactive mindset help create a seamless experience […]
Carmen M. Goerges
Grants Manager Carmen oversees the review and preparation of grant awards for a portfolio of private foundation clients, ensuring compliance with funder requirements and maintaining comprehensive records of grant application materials and approvals. She conducts thorough due diligence on applicant organizations and manages grantee engagement, communications, grant processing, reporting, and the preparation of foundation board […]
Ariel Palomo, Jr.
Senior Client Relationship Specialist Ariel demonstrates dedication to the clients he serves that reflects a sense of responsibility for each one. He is personable and wholly focused on ensuring clients have the answers they need when they expect them. Ariel always keeps clients at the center of every interaction. He makes sure clients understand that […]