Dallas / Bryn Mawr / West Palm Beach / San Antonio / Pittsburg / Omaha / Lexington / Miami / San Diego / Forming Tyler / Chicago / /
Company
Morgan Stanley Smith Barney LLC / Morgan Stanley / /
Continent
America / /
Currency
USD / / /
Facility
The American College / /
Organization
National Foundation of the Boy Scouts of America and a Senior Portfolio Management / Global Wealth Management Division of Morgan Stanley in Chicago / Dallas Women’s Foundation / The American College / Month Foundation / /
Person
Thornton Wilder / Richard Theodore Klein / Margaret W. Walker / B. Wallace Chair / Kristi L. Owens / Margaret May Damen / William B. Wallace / Nancy N. Kerr / Daniel Burnham / Lesly Annen / James K. Webb / Danielle Cameron / Cynthia R. Bolker / Mary Durie / Kevin James King / William A. Swalick / Jeffrey Albrecht / Phil Cubeta / Brian Kasal / Robert Monte / Elisabeth Moscaritolo Keeney / / /
Position
Financial Advisor / advisor / executive director / architect / Vice President of Campaign & Philanthropy Education / wealth advisor / trustee / Ann Roselle Marketing Manager / author / financial advisors / attorney and CPA / Coordinator / Director / /
CAP - Share 1 ® Advancing the Philanthropic Conversation CAP® Champion Brian Kasal