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Overview › Board Staff    

Board

Dr. Stan Katz
Dr. Stan Katz is one of Princeton University’s resident scholars on foundations. He is recognized worldwide as an expert in philanthropy and has authored several books or articles on the subject. He lectures on effective philanthropy at international conferences attended by leaders in government, academia and some of the world’s largest foundations.

His many academic activities include serving as the Faculty Chair at Princeton University’s Woodrow Wilson School of Public & International Affairs Undergraduate Program and as Director of its Center for Arts and Cultural Policy Studies. He is President emeritus of the American Council of Learned Societies and is a member of the Council on Foreign Relations.

Dr. Katz graduated Magna Cum Laude from Harvard where he received his A.B., M.A., Ph.D. He also attended Harvard Law School.

Click here for a comprehensive vitae curriculum.

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John Townsend
John Townsend adds to PSC both a wealth of philanthropy and Wall Street investment banking experience. In philanthropy, he is a trustee and head of the finance committee of the New York City based Altman Foundation. He also is a trustee of the NY State Association of Independent Schools, where he serves on the finance and governance committees, and on numerous other nonprofit boards.

Mr. Townsend was an investment banker on Wall Street for nearly two decades at Goldman Sachs and as head of investment banking at UBS where he built from scratch capabilities in M&A, private placements, leveraged finance, real estate, project finance, debt capital markets and global fixed income derivatives. In 1995, he leveraged his investment banking experience by forming his own strategic advisory and executive search business for advising financial institutions and recruiting investment bankers and capital markets professionals. He is currently President of J.W. Townsend & Company.

Mr. Townsend has a B.A. from the University of Pennsylvania and an MBA from Wharton. He has been a frequent guest lecturer on international finance at Harvard Business School, Wharton, Sloan School and Lehigh.

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Curt Bassett
Curt Bassett is an attorney and investment advisor with more than 18 years of experience in philanthropic and wealth consulting to foundations and families of substance. He is formerly Director of Foundations and Strategic Philanthropy at Merrill Lynch where he oversaw financial, creative grantmaking, and governance consulting services to philanthropists and foundations nationally. At Merrill Lynch he also served as a Director of the Family Office Group where he was both a philanthropic and financial advisor to some of America's wealthiest families, and as a Senior Vice President of Merrill Lynch Trust, the largest fiduciary of charitable trusts, training trust officers and financial advisors and designing for clients philanthropic financial/estate plans.

Mr. Bassett began his career in philanthropy as Senior Vice President for Paul L. Comstock Company, a Houston-based investment and philanthropy consulting firm, and as Vice President and Foundations Specialist for the Indianapolis-based philanthropy consulting firm, Renaissance Inc. He has published and lectured extensively on the subject of strategic and effective philanthropy in professional journals, corporate publications and at international conferences for philanthropists, foundations and their professional advisors.

He holds a B.A. in Finance from Brigham Young University and Law from the University of Houston and has served as a board member and officer of local chapters of the National Committee on Planned Giving and the National Society of Fund Raising Executives.

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Terri Ludwig

Terri Ludwig is in charge of the social investments of the world's largest brokerage firm. As President of Merrill Lynch Community Development Company, she leverages the more than $700 million that Merrill Lynch Bank has committed to social investment over the past three years by forging strategic partnerships with non-profits, government and other financial institutions to fund housing, health care, education, childcare, workforce and small business development in low- and moderate-income communities.

Previously, she was President and CEO of Accion New York, a part of the nation's largest microlender, Accion International in Boston, and managed the international sales effort for Global Foreign Exchange at Credit Suisse First Boston. In addition, Ms. Ludwig spent eight years with Merrill Lynch in the Structured Investment and Global Foreign Exchange groups.

Ms. Ludwig received the Public Service Award from the Citizens Housing and Planning Council, participates in numerous advisory positions and lectures on occasion at Harvard University and The New School for Social Research. In 2001 she won the 2001 Social Innovation Fellowship for Nonprofit Leaders at the Stanford Graduate School of Business.

Ms. Ludwig obtained a Master in Public Administration degree from Harvard University’s John F. Kennedy School of Government and a Bachelor of Science degree from the University of Illinois.

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Daniel Burstein

Daniel Burstein assists PSC in developing Social Venture Capital opportunities. Dan is Managing Partner and Founder of Millennium Technology Ventures Advisors (www.mtvlp.com), a venture capital fund based in New York City which invests primarily in communications infrastructure, systems, tools and enabling technologies. Prior to founding Millennium, Dan had been Chief Investment Officer for PS Capital Holdings and PS Capital Ventures, the predecessor funds of Millennium. For twelve years from 1988 to 2000, Dan was Senior Advisor at The Blackstone Group, one of Wall Street’s leading private merchant banks. Over the course of his career he has served as a consultant to the CEOs and senior executives of major global corporations including Sony, Toyota, Microsoft, and Sun Microsystems.

Dan is the author of five books on new technology trends and global economic issues, including Road Warriors, a 1995 book about the birth of digital media and the Internet. He has also written books about the future of China, Japan, and the European Union. His 1988 book on Japanese finance (YEN!) was an international sensation, landing on best-seller lists in the U.S., Japan, Australia and 15 other countries where it was translated into foreign language editions. Dan has been a forum fellow at the World Economic Forum in Davos and has been honored many times for his books and journalistic work, including awards from the Overseas Press Club and Sigma Delta Chi. He is a frequent guest expert on television programs ranging from CNBC, CNN, Fox, and Bloomberg to Charlie Rose and Oprah. Dan's most recent book is SECRETS OF THE CODE: The Unauthorized Guide to the Mysteries Behind the Da Vinci Code.

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Roger Ullman

Roger Ullman lends both his extensive experience in investment banking and his expertise in the environment to help PSC clients interested in environmental causes. Roger is the Managing Director of SmartWood, the world's leading nonprofit forestry certifier, which uses a market-based approach to promote sustainable forestry in more than 50 countries around the globe. SmartWood is a program of the internationally acclaimed Rainforest Alliance. Roger is also the Rainforest Alliance's Director of Strategic Business Development; in that capacity he is responsible for developing strategic partnerships with major companies.

Roger also leads the New York chapter of Environmental Entrepreneurs (E2), a nationwide group of more than 500 business executives who support environmental protection.

He was previously Managing Director of Investment Banking at Merrill Lynch, where he spent a career in international investment banking, including many years as a banker in the developing world. He has an MBA from Harvard Business School and a BA from Harvard College.

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