We collaborate with top financial advisor firms to ensure that every donation is managed with expert care and precision.
By partnering with these trusted professionals, we maximize the impact of our funds, benefiting the Erie County community for years to come.
Financial and Investment Advisor Firms
SEI Investments Company - Oaks, PA
Portfolio Manager - Ryan Wall
Service Director - Catherine Von Alst
Key Private Bank - Toledo
Portfolio Manager - Kara S. Yocum
Trust Officer - Melissa J. Detrick
Edward Jones - Sandusky
Portfolio Manager - Eric Kochendoerfer
Edward Jones - Vermilion
Portfolio Manager - Paul Hoffman
Raymond James/Water Street Investments - Sandusky
Portfolio Manager - Dustin Ness
UBS Financial Services - Sandusky
Portfolio Manager - Brett Kinzel
Stifel Nicolaus & Company - Sandusky
Portfolio Manager - Timothy A. Parkison
Civista Wealth Management - Sandusky
Administrative Officer - Jason Kuhnle
KeyBank - Sandusky
Discover Our Enhanced Planned Giving Navigator
Navigate through our newly expanded Planned Giving Navigator, meticulously crafted to facilitate meaningful conversations with your clients. Easily explore a wide array of planned giving opportunities to help donors make informed decisions and leave a lasting legacy.