Robert Chartener (11) 03-20-14Robert Chartener
Executive Chairman

Robert Chartener has been on Foundation Source’s Board of Directors for over 10 years and is now serving as its Executive Chairman.

Mr. Chartener is an experienced operating, financial, and investment professional with expertise in a variety of functional areas, industries, and situations. Prior to Foundation Source, he had served as chairman or CEO of several companies in the services and consumer products sectors.

Mr. Chartener was a managing partner of a small-business investment company organized by J.H. Whitney & Co., a private-equity firm founded in 1946. Prior to joining Whitney, Mr. Chartener was a co-founding partner of Winslow Partners LLC, a Washington D.C. private-equity firm investing primarily in Central Europe. From 1985 to 1995, Mr. Chartener worked for Goldman, Sachs & Co. in London and New York, where he was a senior member of the firm’s Principal Investment Area.

Mr. Chartener has been a board member of several companies. His nonprofit activities include serving as a trustee of The Hotchkiss School and of Cardigan Mountain School, as founding chairman of The Magdalene College Foundation, as a director of Unite the World with Africa Foundation, and as a member of the finance committee of Washington National Cathedral.  He is on the board of a family foundation based in New York City, and he is a member of the Council on Foreign Relations.

Mr. Chartener earned degrees from Princeton University and Cambridge University. He is also a graduate of Harvard Business School, where he was a Baker Scholar.

Phone: 203-319-3704

Susan Friedlander Calzone
Chief Executive Officer

As Chief Executive Officer, Susan Calzone is responsible for managing the company’s growth in a scalable, efficient manner, while maintaining the company’s historic commitment to client service excellence.

Prior to joining Foundation Source, Ms. Calzone spent nearly 19 years as Chief Administrative Officer of Bloomberg L.P., serving as one of the company’s top five managers as it grew from $10 million to $5+ billion in revenues and from 500 to over 200,000 subscribers and customers. During that time, Bloomberg built a dominant position in providing financial information and online functionality to the global financial services industry, and expanded into related media areas such as Bloomberg News, Bloomberg Television, and Bloomberg Businessweek magazine.

Ms. Calzone also has a background in philanthropy. From 2006 to 2010, she was an executive with Bloomberg Philanthropies, which focuses on the environment, public health, the arts, government innovation, and education. Among her other achievements at Bloomberg Philanthropies, Susan established the infrastructure for operations, administration, and human resources.

During the past five years, she has served as COO of two early-stage companies in the medical devices and ecommerce industries.

Ms. Calzone earned a B.A. from Dartmouth College and an M.B.A. from the Tuck School at Dartmouth, where she served on the Board of Overseers.

She has been a member of the National Charity League – Fairfield Chapter, where she served as Philanthropy Liaison for both Save the Sound and Earthplace; she worked with University Settlement to raise money, identify jobs, and mentor women; and she volunteers at several local charities in Fairfield County, CT.

Phone: 203-319-3741

Joe-Fuscihllo-cropped-06-30-16-180x222Joe Fuschillo
Chief Distribution Officer

As Chief Distribution Officer for the company, Joseph Fuschillo is charged with growing the company’s market share and revenue in the philanthropic services sector.

Prior to joining Foundation Source, Mr. Fuschillo was Managing Partner of Devereux Advisors, a consultancy focused on developing intermediary distribution strategy for investment managers and education for wealth management organizations. Previously, Mr. Fuschillo built success in client-facing, sales management, and senior leadership positions with UBS, Prudential Financial, and Dreyfus Corporation. He was Executive Vice President with BNY/Dreyfus and head of distribution at Prudential Annuities. Mr. Fuschillo spent a significant portion of his career at UBS Financial Services and joined predecessor firm PaineWebber as head of investment management research.

Mr. Fuschillo earned a B.S. in Finance from St. John’s University, an M.B.A. from Adelphi University, and currently holds the Certified Investment Management Analyst (CIMA) designation from the Wharton School. He and his family live in Garden City, NY.

Phone: 203-319-3715

Jeffrey D. Haskell
Chief Legal Officer

As Chief Legal Officer at Foundation Source, Jeffrey Haskell is responsible for providing guidance on legal and tax issues to the foundations that the company serves.

Mr. Haskell works with and provides guidance to a team of attorneys, accountants, and support professionals who provide tax reporting services to clients of the company as well as support to foundations and their advisors on a range of issues including Program- and Mission-Related Investments, grants to individuals, expenditure responsibility grants, equivalency determinations, scholarship and award programs, set-aside projects, return preparation, and compliance with self-dealing, minimum required distributions, excess business holdings, jeopardizing investments, and taxable expenditure rules.

Prior to joining Foundation Source, Mr. Haskell was an associate at the law firms of Kronish Leib Weiner & Hellman LLP and Olshan Grundman Frome Rosenzweig & Wolosky, in the Tax and Trusts and Estates departments. Prior to joining Olshan Grundman, Mr. Haskell worked at Coopers & Lybrand in the Business Tax Planning Group.

Mr. Haskell is involved in pro bono work for public charities and has served as an adjunct lecturer at Baruch College of Accountancy, where he taught corporate tax law. Articles by Mr. Haskell have appeared in Trusts & Estates and Taxation of Exempts magazines, and in Cardozo Law Review. Additionally, he is a frequent speaker on the rules and regulations pertaining to private foundations.

Mr. Haskell is a graduate of Yeshiva University and the Benjamin N. Cardozo School of Law, where he was a member of the Cardozo Law Review. He received a Masters of Law in Taxation from New York University School of Law, where he was a member of the NYU Tax Law Review.

Phone: 516-870-7726

Page Eberstadt snow
Chief Philanthropic and Marketing Officer

Page Snow is responsible for the firm’s marketing and for developing and providing industry-leading education and strategic resources to clients through the company’s network of philanthropic professionals.

Prior to joining Foundation Source, Ms. Snow spent over 10 years with The Pew Charitable Trusts, one of the nation’s top 10 foundations, with assets of $4 billion and annual grant commitments of over $200 million. As the Trusts’ Chief Officer of Institutional Planning, she helped to design, evaluate, and remodel key operations of the foundation in support of the Trusts’ model of results-based grantmaking. She has expertise in strategic planning, program design, and evaluating multi-million dollar grant investments.

Ms. Snow has served on advisory committees for several prestigious philanthropic organizations, including the Center for Effective Philanthropy, the John S. and James L. Knight Foundation, the White Oak Cultural Policy Conference, the Center for Arts and Cultural Policy Studies, the Arts Organization Stabilization Initiative, and the W.K. Kellogg Foundation.

Ms. Snow is a graduate of Sarah Lawrence College and the University of Pennsylvania.

Phone: 203-319-3710