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Overview › Board › Staff


Board
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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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