Development Committee
Committee Members
The Center’s Development Committee is composed of key industry advocates and leaders who provide guidance and support in raising the necessary funds to implement the Center’s programming. The Development Committee’s critical work ensures the growth and sustainability of the Center’s programmatic initiatives and fosters meaningful relationships with our generous sponsors and donors. The committee advised and supported the Center’s successful capital campaign and is now focused on supporting an annual fundraising framework to ensure the Center’s long-term sustainability.

Chair, March 2020-Present
Moisand, Fitzgerald &
Tamayo, LLC
Karen P. Schaeffer, CFP®, Schaeffer Financial, LLC (Immediate Past Chair)
Susan Baran, CFP®, PNC Wealth Management
Eleanor Blayney, CFP®
David Canter, Fidelity Investments
Cary Carbonaro, CFP®, Goldman Sachs Personal Financial Management
Marguerita Cheng, CFP®, Blue Ocean Global Wealth
Marilyn Capelli Dimitroff, CFP®
Charles Goldman, AssetMark
Kate Healy, TD Ameritrade Institutional
Mark Johannessen, CFP®, Sullivan, Bruyette Speros & Blayney LLC
Tim Kochis, CFP®, Kochis Global