Board of Directors

TRISKELES FOUNDATION

OFFICERS

Chairman of the Board: Bob Hill - Tunnell Consulting, Retired

President: Clemens Pietzner - Triskeles Foundation
Clemens founded the Triskeles Foundation in 2002. In his role as President, Clemens leads the strategic planning, vision development, fund raising, personnel supervision, and program development of Triskeles. Prior to establishing the Triskeles Foundation, Clemens served as the executive director (1984-2002) of the Camphill Foundation ~ a public foundation focused on serving communities that care for and support children, youth and adults with developmental disabilities. During his time there, he was responsible for active investments and grant-making programs, and led major outreach and fundraising events. His activities led him into national and international networks of progressive leaders. Clemens has written and published a variety articles and books in addition to training development professionals. Before Camphill, Clemens served in the New York State government in the Office of Mental Retardation and Developmental Disabilities and with the Ohio state legislature. Clemens has a BA in Political Science and Public Administration and other training in not-for-profit management, finance, and development.

Vice President: Cornelius M. Pietzner - Alterra Impact Finance (Switzerland)
Leading roles for 25 years in social impact enterprises, financial management, philanthropy and investments. Responsible on Executive Board (CFO) Goetheanum, General Anthroposophical Society, Switzerland (2002-2011) for all aspects of finances, with affiliates in 90 countries and approx 8,000 related institutions in education, bio-dynamic agriculture, medicine, socially responsible business & banking. Trustee/Advisory Board of various foundations. Founder- Camphill (life – sharing) Communities/North America. Williams College, MA. Thomas J. Watson Fellowship.

Treasurer: Fern Jones - FJCorp./THS Ltd.
Fern Jones works as an advisor to investment managers of institutions, most recently in product development and project management capacities. Her career spans 20+ years and has been divided equally between work for sell side firms such as JP Morgan and large institutional investors such as General Motors' pension fund and MetLife's investment unit. She consults with investors to provide portfolio strategy, risk analysis and emerging investment sector research. In addition, Fern manages a team of professionals that provide pre-development services to project managers in selected industrial and agricultural sectors. Through her brokerage firm, she promotes socially aware private placements that offer niche exposures in renewable energy and biotechnology. Her areas of capital market expertise include bonds and hybrid securities, derivatives, commodities and real assets. Fern holds degrees from Yale and MIT, a CFA charter and various professional certificates and licenses.

Assistant Treasurer: Susan Tall - Competitive Edge Resources, Inc.
Susan Tall has over 25 years in strategic planning, management, financial analysis, operations analysis, manufacturing, training and consulting. Her experience encompasses facilitating, training, consulting and operations management positions with The Reinvestment Fund, Coopers & Lybrand and General Electric in addition to the formation of Competitive Edge Resources. Her specific experience has focused on the development of large and small organizations to achieve success through the implementation of customer-focused concepts and operational effectiveness. Ms. Tall has worked with a broad range of industries including: an economic development fund, child care centers, hospitals, building products, plastics, pharmaceuticals, home furnishings, textiles, printing, automotive, and electronics.

Secretary: Moira Mumma - Citizen Advocacy
Moira is the senior coordinator at Citizen Advocacy of Chester County, where she has worked for 22 years. Citizen Advocacy is a means to promote, protect and defend the welfare and interests of people who have disabilities, by initiating long term one-to-one relationships. Moira is also president and co-founder of The Community Coalition, an innovative model of collaboration among small non-profit organizations dedicated to fundraising together and sharing resources.

Trustees

Katherine Dews - Language Line Services
Katherine has worked with financial services and federal government clients for the past 20 years, focusing on building global relationships, managing complex business initiatives, and providing strategic planning and marketing services. In her current position, she is responsible for managing strategic accounts for a global provider of translation services, working with senior management in strategy, marketing, operations, contracts and procurement to achieve client goals and objectives. Her experience includes many years of service as a board trustee for not-for-profit organizations. Ms. Dews received a B.A. degree from the University of North Carolina and an M.B.A. from Villanova University.

James E. Norris - The Vanguard Group
Jim is responsible for Vanguard International, which manages investments for institutional and retail clients in more than 80 countries around the world. Since joining Vanguard in 1987, Mr. Norris has held numerous leadership positions in Vanguard's Corporate and Institutional divisions, and for many years led Vanguard’s Institutional Retirement Plan Solutions business. Mr. Norris received an accounting degree from St. Joseph’s University and an M.B.A. from The Wharton School of the University of Pennsylvania.

David Resnik - I3 Advisors LLC

David Resnik has made a career working with SMEs which he either founded or co-founded, leading to several successful exits to both public and private companies. His passion for discovering and nurturing small businesses is combined with the desire to create quality job opportunities and has been key in the development of over hundreds of new positions through his companies. He is also involved with conservation and the environment within his community and has been elected a Director of the French and Pickering Creeks Conservation Trust.

For the past 8 years he has been focused on identifying businesses to invest in using his accumulated operational experience to perform due diligence and identify companies which can succeed through funding along with a strong management team. Mr. Resnik successfully raised funding for several businesses as a Limited Partner with Zon Capital Partners, a venture capital fund. He brought in several deals which led to Series A investments. One of these emerging growth firms, a Blood Management company, was recently acquired by a NYSE listed medical device company and provided a 45% return for the Fund.

David has founded or co-founded several service companies ranging from emerging growth to expansion stage, focusing on a wide spectrum of technologies and business services. Through these efforts he has developed a deep understanding for valuing businesses and assessing investment opportunities.

Mr. Resnik graduated from the Wharton School of the University of Pennsylvania and currently resides in Birchrunville, PA.

 

Mark Watson - Keel Asset Management LLC

Mark W. Watson, is CEO/CIO and Portfolio Manager of Keel Asset Management LLC, a financial advisory firm with offices in Chicago and Cape Cod. At 47 years of age, he has 26 years of experience in the financial services industry. Keel Asset Management LLC provides financial planning and investment advisory services to non profits, public, and corporations.  Mr. Watson is currently a board member of the Cape Development Program, a Cape Cod based economic development and affordable housing nonprofit ; the Boston Area Sustainable Investment Consortium, Highland Center Inc. (development nonprofit in Truro, MA), and the Boston chapter of the National Forum for Black Public Administrators. He is also a member of the Economic Club of Chicago, The Harwich Chamber of Commerce, the Social Investment Forum, and the National Association of Securities Professionals. He enjoys sailing and traveling during his free time.

 

 

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TRISKELES INC.

OFFICERS

President: Raymond Schneider
Ray is a consulting industry executive with over 20 years of experience in roles of increasing responsibility including Chief Consulting Officer, Vice President, Practice Director and Account Manager. He was a member of his firm’s senior leadership team during a time of rapid growth. Ray’s technical expertise has been focused on the development and implementation of comprehensive organizational design, process improvement, culture and managerial changes strategies. He has designed and implemented these strategies for over 50 companies and 200+ facilities in both service and manufacturing industries including pharmaceuticals, medical devices, health care (hospitals), financial services, ophthalmics, photovoltaics, construction products, specialty paints and many more.

Vice President: Jim Epstein - EFO Capital Management, Inc.
Jim Epstein is Chairman of EFO Capital Management, Inc., a Washington, D.C.-based investment management firm with a highly diversified investment portfolio. He and his father founded the firm in 1981. In addition to investments with portfolio managers, bond managers, private equity partnerships and hedge funds, the firm has extensive experience with development of and/or investments in real estate across the country, including historic buildings, mini warehouses, apartments, condominiums and land development. Jim was a 2005 Knight Fellow at the University of Miami's School of Architecture Knight Program in Community Building. He currently serves as Chairman of DC Greenworks, a social and environmental enterprise organization focused exclusively on green roofs in the Chesapeake region. Jim is also an Emeritus Board member at Pathfinder International, a family planning service delivery organization that has worked in more than 80 countries over the last 50 years. He is a member of the Social Venture Network and the Threshold Foundation. His proudest accomplishments to date, however, are his two children, now in their teens.

Treasurer: Susan Tall - Competitive Edge Resources, Inc.
Susan Tall has over 25 years in strategic planning, management, financial analysis, operations analysis, manufacturing, training and consulting. Her experience encompasses facilitating, training, consulting and operations management positions with The Reinvestment Fund, Coopers & Lybrand and General Electric in addition to the formation of Competitive Edge Resources. Her specific experience has focused on the development of large and small organizations to achieve success through the implementation of customer-focused concepts and operational effectiveness. Ms. Tall has worked with a broad range of industries including: an economic development fund, child care centers, hospitals, building products, plastics, pharmaceuticals, home furnishings, textiles, printing, automotive, and electronics.

Secretary: Jeff Taylor - RC Taylor Group
Since 1988, Jeff has been a principal and vice president of RCTaylor and Associates, Inc., a training, development and consulting organization that helps organizations and individuals identify needs, create objectives, measure results, and be successful. With the sale of RCTaylor in December of 2008, Jeff continues his role as a business consultant to the new owners.

Jeff has worked with small, medium and Fortune 500 companies at every level of management providing services as a trainer, executive coach and mentor.  In 1991, he saw the need for human resources and training professionals to exchange ideas, discuss current trends and network and formed the Executive Human Resources Forum (EHRF).  He also serves as a program advisor for Vital Learning Corporation, Inscape Publishing, Inc. and Integro Leadership Institute, all of which are international publishers of training materials and assessment tools.

Trustees

Lewis Friedman - Urban Real Estate Growth Fund LLC
Dr. Lewis Friedman has a Ph.D. in Political Science from Michigan State University. For many years, he had a dual career in real estate investment and as a tenured faculty member at the City University of New York.   Dr. Friedman utilizes his expertise in the field of public sector budgeting and financial management by reporting  to governmental and not-for-profit organizations in these fields.  He is the author of Budgeting Municipal Expenditures (Praeger, 1975) and numerous articles, monographs and governmental reports.  Lewis presented a paper at the Asian Real Estate Society's annual meeting in Shanghai and in the fall of 2008, taught an executive level Real Estate Finance course in Singapore and Taipei.

Today, as the managing partner of Eagles Nest Capital, LLC, Lewis continues to be involved in New York City real estate. He has participated in the development of a ground-up residential development and owns several small residential buildings in the city. He also serves in the roles of a pro bono consultant and board member for not-for-profit organizations.

Farhad Motiwalla - Strategic Communication Lab, Inc.
Farhad specializes in helping organizations grow and attain new business through strategic sales and sales leadership. In addition, he is a masterful coach in the areas of negotiation and persuasive presentation.  Using powerful and progressive coaching techniques, Farhad is able to transform the way a leadership team thinks about every aspect of its business. Just as importantly, he brings a critical focus on measurable outcomes, ensuring that the key resources and activities needed to achieve breakthrough results are identified and supported. Farhad is passionate about his clients' success,

A graduate of Cornell University, Farhad speaks English, French, Arabic, Hindi and some Italian. He has worked across many industries and around the world, from the Middle East to the Indian Ocean, the Far East, Europe and North America.

Clemens Pietzner - Triskeles Foundation
Clemens founded the Triskeles Foundation in 2002 and Triskeles Inc., its subsidiary, in 2009 where he serves as its executive director in addition to his role as president for the Triskeles Foundation. Please see bio above for more information about Mr. Pietzner.