Head of Institutional Sales,
Senior Managing Director
Bill Brennan leads the company’s institutional sales initiatives, which include strategic alliances and the development of our institutional business. Bill’s background includes extensive and deep relationships with product specialists, complex managers, and home- office executives at many of the largest financial institutions in the country.
Prior to joining Foundation Source, Bill built and led high-performing sales and relationship management teams, both as a player/coach and as a senior leader, for U.S. Trust Company, K2 Advisors, and most recently Windhaven Investment Management. He has had great success throughout his career at the point-of-sale in the corporate, endowment, and public fund institutional client segments.
Director of Strategic Alliances
Julie Binder serves as Director of Strategic Alliances, based in Fairfield, CT. She works with firms involved in the-high-net worth space to leverage the tools that Foundation Source provides to build out or enhance their philanthropic offerings for clients.
Prior to becoming the Director of Strategic Alliances, Julie developed and grew the internal sales team for Foundation Source. In addition to training and managing the team, she worked with individual financial advisors, attorneys, CPAs, and high-net-worth individuals looking to start their own foundation, in an educational and sales capacity. Before joining the firm, she was involved with business development in print and online advertising for Texas Monthly and New York Magazines.
Julie graduated from the University of Connecticut with a Bachelor of Science in Marketing. She is an active volunteer with many local community organizations.