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Sterling Advisor Solutions

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Founded: January 1st, 1998

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Describe your firm in your own words and the types of clients that you typically work with:
We offer best-in-class charitable planning for HNW individuals or families looking to have a big charitable impact on the world, as well as those whose kids are their favorite charity.

How are you compensated for your work? List your compensation methods out in detail:
A fixed percentage of assets over which we are a fiduciary.

What is the one standout detail about your firm that clients find with your firm that they have not found elsewhere?:
Virtually no one else has figured out how charitable planning tools can be used to both fund big charitable ventures and optimize family wealth like we have.

 

 

Roger D. Silk, Ph.D.
Founder and Chief Executive Officer

Roger D. Silk is the CEO of Sterling Foundation Management, LLC and President of Lifetime Perspectives, Inc. Dr. Silk is widely recognized as a leading expert and innovator in the emerging field at the intersection of finance and philanthropy.

Dr. Silk is the author of several books, including Managing Foundations and Charitable Trusts, Creating a Private Foundation, and Politicians Spend, We Pay. He has published dozens of articles that have appeared in periodicals such as Estate Planning, Philanthropy, the Journal of Financial Planning and Trusts & Estates. In addition, Dr. Silk is the author of two important studies relating to the optimal use of charitable vehicles in various tax planning contexts. He has spoken to audiences around the country on the types and uses of charitable entities, and he frequently conducts educational seminars for financial professionals focusing on the integration of the full suite of charitable entities into the financial planning process.

Dr. Silk has more than three decades of experience working with and advising wealthy clients, high net worth families, and the advisors who work with them on a variety of issues ranging from the use of private foundations to the integration of sophisticated charitable planning into multi-generational estate plans. During this time he has worked with numerous investment, accounting, financial planning, and legal professionals to educate them, their firms, and their clients about the benefits and characteristics of a full suite of solutions, entities and planning tools, many of which, due to their specialized nature, are often not readily available to clients.

Prior to co-founding Sterling, Dr. Silk was a Treasury officer at the World Bank, where he was responsible for a multi-billion-dollar repo portfolio.

Dr. Silk holds a Ph.D. and an M.A. in applied economics from Stanford University, as well as a B.A. in economics (with distinction). He earned his CFA in 1990.

George Loudenslager
Chief Financial Officer

George Loudenslager joined Sterling in 2011 with more than two decades of experience in providing accounting, financial analysis and management services to leading-edge companies, private foundations, public charities and high-net-worth clients.

George began his career with the public accounting firm of Coopers & Lybrand. He later served as Controller and Chief Financial Officer for several commercial real estate, property management and mortgage companies, as well as a digital music and media provider.

George’s financial experience is wide-ranging. He has designed and developed new financial reporting systems and established formal accounting policies and procedures for entrepreneurial start-up companies. George has also served as an advisor for several corporate mergers and acquisitions and has extensive multi-industry experience with international accounting, due diligence, modeling, auditing and budgeting.

George earned his Bachelor of Science degree in Finance from the University of Baltimore.
 

Paul Beckner
Principal

Paul has built a career managing and solving complex problems, building effective management teams and creating value. He brings to Sterling deep knowledge and expertise from a 17-year career at a non-profit, public policy organization, where he quickly rose through the ranks to become Chief Executive Officer — a title he held for 14 years.

During his tenure as CEO, Paul more than doubled the organization’s revenues, creating a national powerhouse, while earning a reputation for integrity, accomplishment, sound judgment and managerial acumen. He was sought out to address some of the nation’s most difficult political and policy problems by top leaders, including Fortune 50 CEOs, Forbes 400 families, Congressional leaders and top White House staff.

Paul has experience in all aspects of leadership, management and entrepreneurship having created and launched successful organizations, grew existing ones to new levels of success and effectiveness, spearheaded mergers and acquisitions, managed high-stakes litigation and built world-class management teams.

Paul earned his M.B.A. from the Wharton School at the University of Pennsylvania, as well as a B.A. in history from Northwestern University. In 2001, he was appointed by the President of the United States to serve on the President’s Advisory Committee for Trade Policy and Negotiations in the Office of the United States Trade Representative.

Paul has founded and led several charitable organizations on issues such as judicial reform, congressional reform and the environment. He currently is Chairman of the Board of FreedomWorks Foundation and is a FreedomWorks Board member.

James W. Lintott, Esq.
Founder and Chairman

James W. Lintott founded and leads Sterling Foundation Management and has extensive business, management and philanthropic experience. Through his years as head of one of the nation’s largest private foundations and as Chairman of Sterling, Jim has acquired deep knowledge, valuable experience, tremendous problem-solving skills and sound judgement, which has earned him the reputation as a leading advisor in both the non-profit and for-profit worlds.

Jim is a sought-after speaker for both professional and lay audiences. He frequently delivers presentations to financial advisors, estate planning attorneys and wealthy donors on a variety of topics, such as non-profit organization compliance and effective planned giving.

Jim’s expertise on charitable giving and philanthropic activity is wide-ranging. He has developed successful projects for clients in a variety of areas, including symposia on destigmatizing certain medical conditions, programs to gauge the effectiveness of scholarship programs, the development of local cancer screening programs and the creation of educational curricula for college and graduate students. He is the author, along with Roger Silk, of Creating a Private Foundation and Managing Foundations and Charitable Trusts.

Prior to founding Sterling, Jim was an executive at the nation’s largest privately held company, where he worked closely with the principals and played a critical role advising the company’s leaders on various issues including their most important philanthropic endeavors.

Jim received his J.D. (with distinction) from Stanford Law School as well as an M.A. in applied economics and B.A. degrees (Phi Beta Kappa) in economics and political science from Stanford University. He was a senior editor of the Stanford Law Review and was instrumental in developing the non-profit Stanford Law School Asian Trade Consortium. Jim was also a founding member of the Law and Business Society.

Jim serves on the boards of several well-known national charities, including Children’s National Medical Center, the United States-Japan Foundation, the Smithsonian National Museum of Asian Art and Best Buddies International. He has chaired numerous select committees, national organizations and non-profit campaigns. Jim is a founder and director, along with his wife, of their family foundation.

 

Giovanni (Gio) Kotoriy
Vice President

Gio provides extensive leadership, management guidance and charitable planning expertise in serving Sterling’s foundation and non-profit clients. He leverages his proven project, operations and portfolio management skills to ensure the charitable organizations Sterling manages are fully compliant and efficiently achieving the philanthropic goals of their donors. Moreover, Gio has been recognized with several awards for earning the highest client satisfaction scores. His ability to uncover client needs, develop solutions and achieve goals ensures each of Sterling’s clients receive personal, customized attention and services is highly regarded.

Prior to joining Sterling, Gio was a leader in PricewaterhouseCooper’s (PwC) Public Sector Practice where he led multiple projects that provided project/program/portfolio management, strategic planning, financial management, change management, and business process improvement support and services to public sector organizations. Gio was hand-picked to lead PwC’s largest and most complex public sector project, valued at over $300 million, providing financial improvement and audit readiness services to the government. His successful leadership of over 300 project members and 28 teaming partners across ten simultaneous task orders ensured the government organization was “audit ready” for the first time in their history.

Gio is also a combat veteran having served in the U.S. Army as an officer for over 20 years. With multiple tours of duty and combat deployments around the world including Iraq, Afghanistan, Haiti and border surveillance of the former East-West German border, he honed his expertise in leading, organizing, planning and supervising activities to achieve a common goal. For his meritorious service and success, Gio was recognized with accelerated promotions and was awarded many decorations including two Bronze Stars, a Legion of Merit and a Valorous Unit Award.

Gio’s community service and philanthropic contributions include building homes with Habitat for Humanity, teaching financial literacy with Junior Achievement and leading community service projects with the Knights of Columbus. He also helps service members and their families with the USO, supports wounded veterans at Fischer Houses and assists veterans in Veterans Administration hospitals. Gio is a supporter of the National Children’s Health System, Best Buddies International, the Wounded Warrior Project and the Tragedy Assistance Program for Survivors. He is a past board member of the Hispanic Alumni of Notre Dame and the Notre Dame Club of Washington, DC.

Having earned both military and business strategic planning certifications including Balanced Scorecard strategy execution, Gio is an expert in guiding organizations to develop their strategic vision and implement the processes and actions needed to realize that vision. Gio holds the distinguished Project Management Professional certification from the Project Management Institute and is Lean/Six Sigma certified (Green Belt). Gio earned an undergraduate degree from the University of Notre Dame and a master’s degree from The George Washington University where he was inducted into the Omicron Delta Kappa National Leadership Honor Society.

Austin McLaughlin
Director

Austin McLaughlin, a CFP® professional, joined Sterling in 2011. He works directly with Family Office Concierge Services clients providing a variety of financial services with particular emphasis on the alternative investment class.

As a Director, Austin has experience across a wide range of asset classes and industries. He works closely with CFOs of companies with significant client investments to track, analyze and report company results, as well as with legal teams to close transactions and secure tax documentation. In addition, he identifies and evaluates new investments and assists with the valuation of companies owned by clients and the sale of their assets and equities.

Austin also has a broad range of real estate expertise. He oversees a large portfolio of residential and commercial real estate, works on acquisitions and raw land development and coordinates with municipalities on projects that meet local needs as part of Sterling’s alternative assets portfolio.

Teaching young people financial planning is a passion for Austin. As a board member of Loudon Volunteer Financial Council, he helps provide free financial literacy programs to disadvantaged students in his community.

Austin earned a bachelor’s degree in Economics from West Virginia University.

Kendra Harvey
Director

Kendra joined Sterling in 2006, taking the lead in overseeing all aspects of foundation management, including annual reports, minutes, bookkeeping and the management of complex records and tax filings.

Since 2014, Kendra’s principle duties have been directing work for Sterling’s Ultra High Net Worth Concierge Services clients. In that capacity, she manages and oversees many complicated financial needs related to personal and trust estate planning, bookkeeping and the sale and management of properties and estates. Kendra is also deeply involved in overseeing the management of the daily needs of Sterling clients, from their routine expenses and securing family records, to the appraisal and storage of priceless artwork and other property.

Prior to joining Sterling, Kendra was a manager at Northrop Grumman working with foreign nationals admitted to the United States under a special U.S. visa program. She oversaw and managed all aspects of their transition and was responsible for program compliance and reporting.

Born in Virginia, Kendra earned her bachelor’s degree at George Mason University, where she focused on social work and non-profit studies.

Kendra has long been active in local charities, including volunteer work for the Ronald McDonald house, Meals on Wheels and other philanthropic activities. She currently volunteers for Backpack Buddies to provide weekend meals for needy children.

David Murray
Vice President

David Murray joined Sterling Foundation Management in 2008 and has been active in the charitable planning industry since 2001. He currently manages Sterling’s CRT Secondary Planning business line. He has a deep understanding of the important and unique role CRTs play in estate planning and wealth management.

Dave works extensively with trust and estate attorneys, CPAs, and financial advisors on the tax, legal and financial implications of creating and managing CRTs. He is also a leading expert on the secondary planning options available to clients with existing CRTs. He frequently speaks at industry conferences and writes for industry publications.

CRT income beneficiaries also rely heavily on Dave’s expertise as he works directly with them through every stage of the CRT income interest sale and rollover processes. He helps them determine their CRT planning goals, coordinates the advice of their attorneys, accountants, and financial advisors, prepares in-depth analyses of their options, and works closely with them through the final closing process.

Dave is a sought-after speaker for professional and lay audiences on philanthropy and charitable planning. He speaks frequently about various charitable planning vehicles to a wide range of audiences, including trust and estate attorneys, CPAs, financial advisors, income beneficiaries, among others.

Dave was the author of Tips for Every Stage of a CRT, a resource guide for advisors on the design, implementation and management of CRTs, and Sterling’s upcoming report The CRT Marketplace, which draws on Sterling’s experience reviewing nearly 8,000 CRTs and speaking with tens of thousands of CRT beneficiaries and their tax, legal and financial advisors over the last two decades.

Dave received an undergraduate degree in Civil Engineering and an M.B.A from Queen’s University in Kingston, Ontario, and a master’s degree in Civil Engineering from the University of Alberta. He is a registered Professional Engineer (non-practicing).

Mark Houser
Client Services Manager

Mark Houser joined Sterling Foundation Management after several years of working with nonprofit public policy organizations. In those roles, he saw the power of effective philanthropy and the transformative impact it can have on our world. He now brings that experience to bear in his philanthropic advisory role, a capacity in which he helps donors, families and foundations make the most of their charitable giving.

Before arriving at Sterling Foundation Management, Mark led the student programs department of the Center for Growth and Opportunity (CGO), a policy research center based at Utah State University. Among other responsibilities, he recruited for, led and managed policy research fellowships for nearly 50 undergraduate and graduate students of the Huntsman School of Business each semester.

Prior to his time with the CGO, Mark worked for the Cato Institute as both a researcher and later as a manager of the organization’s student programs–including Cato’s prestigious internship program. Mark reviewed nearly 2,000 internship applications annually, from which he and his team would select just under 100 interns. Mark also shared Cato’s world-renowned policy work with thousands of student visitors and conference attendees.

Mark attended James Madison College at Michigan State University, where he earned a B.A. in international relations.

Demetricus Jefferson
Project Manager

Demetricus Jefferson joined Sterling in 2017. She works primarily with Ultra High Net Worth Concierge Services clients to provide financial, bookkeeping, accounting and reporting services.

Demetricus’ work with Sterling clients includes developing and implementing individualized approaches for a variety of complex business and personal financial needs – both domestic and international.

With more than twenty years of accounting experience, including expertise in business accounting practices, international accounting and non-profit organization management, Demetricus helps Sterling clients achieve their financial, charitable and organizational goals. Her deep knowledge, strong interpersonal skills and attention to detail are invaluable to clients and enable her to identify and resolve financial variances, refine forecasts and promote opportunities for improvement.

Demetricus earned an accounting degree from North Carolina A&T State University. She is an active member of her church and community.

Sarah Reese
Client Services Manager

Sarah Reese joined Sterling Foundation Management in 2016 and specializes in compliance management for the company’s Philanthropy Services division.

In this capacity, Sarah ensures that all the necessary federal and state filings for Sterling’s clients’ charitable organizations are completed in accordance with applicable regulations. This includes filings related to charitable solicitation and foreign qualification registration requirements nationwide.

In addition, Sarah assists Sterling’s clients with board meeting requirements including coordinating, facilitating and documenting board meeting minutes and other documents of record. She helps organizations manage their own scholarship programs with program development, grant cycle management and special event planning support. Research projects on a variety of topics ranging from employee compensation to comparative analysis of third-party vendors as well as marketing assistance to include logo and website design are also areas where Sarah adds value for Sterling clients.

Sarah’s non-profit experience includes volunteering at Northern Virginia Family Service as part of a non-profit fellowship program and working at the Poplar Spring Animal Sanctuary, both 501(c)(3) public charities.

Sarah received her undergraduate degree from George Mason University.

Jan Najera
Project Manager

Jan Najera has more than two decades of leadership and project management experience in helping clients achieve and exceed their goals and expectations. She is known for her attention to detail, problem-solving abilities, collaboration and strong interpersonal skills.

Since 2007, Jan has been a Project Manager at Sterling Foundation Management where she focuses on maintaining back office support and record keeping, accounting, payroll, tax returns and IRS compliance for non-profit entities.

Upon graduating from college, Jan was commissioned as an officer in the U.S. Army where, for the next four years, she led various organizations in Europe, defended the Cold War border against the former East Germany and was deployed to Iraq where she participated in combat operations during Operation Desert Storm. Leaving active duty in 1993, Jan spent the next 14 years as a Family Readiness Group Leader where she provided communication and assistance in various locations around the world to help maintain the readiness of soldiers, families and communities within the Army by promoting self-sufficiency, resiliency and stability during peace and war.

Jan earned her undergraduate degree from The University of Kansas.

Shannon Poach
Director

Shannon Poach has been working at Sterling since 2006, overseeing a variety of important matters for high-net-worth clients.

Starting with Sterling in the financial department working directly with the CFO, Shannon was promoted to manage large foundation scholarships and their manifold social-interest programs. She now oversees and manages Ultra High Net Worth Concierge Services clients on an array of financial and estate services, ranging from personal and family finances, to evaluation of insurance portfolios, estate and property management and payroll and vendor services. She oversees the filing of tax returns and tax documentation of charitable expenses and the management of multiple properties.

Shannon helps set a standard of service for the employees, vendors and dedicated experts whom she oversees and manages. In her “estate manager” role, she is called upon to screen contractors, oversee construction projects and direct the purchase and maintenance of automobiles, yachts, private planes and other valuable assets. She also oversees and manages the planning of elaborate trips and vacations, the handling of sophisticated technology issues and a host of other important services.

A graduate of Virginia Tech with a Bachelor of Science degree in Finance, Shannon played soccer in college and now volunteers as a coach in local youth travel soccer leagues.

JC Chang
Client Services Director

JC Chang joined Sterling in 2017 and is a key member of the company’s team providing Philanthropy Services to clients. In this capacity, JC’s focus is on developing guiding philanthropic principles and donor intent for charitable organizations, developing and evaluating charitable programs and facilitating strategic planning, among other services. She also led a successful effort to develop strategic partnerships with prominent financial firms in order to better serve their clients.

Prior to joining Sterling in 2017, JC was an advisory consultant with PriceWaterhouseCoopers (PwC), where she excelled in program/project management, portfolio management, strategic planning, organizational change, performance measurement and process improvement with a focus in the non-profit and pharmaceutical industries.

During her tenure at PwC, JC often worked closely with senior executives including executive directors and C-suite leadership to ensure client needs were understood, expectations were met and value was delivered. JC also successfully led business pursuits that culminated in multi-year projects generating tens of millions of dollars in revenue.

JC is dedicated to giving back to her community by serving as a leader of a youth and college group at her church, taking several mission trips to foreign countries and volunteering her time at local charities. JC earned her undergraduate degree from the University of Virginia and is a Project Management Institute member.

Stacy Yoo
Assistant to the Chairman

Stacy Yoo joined Sterling in 2017 and serves as Assistant to the Chairman. She provides direct assistance to Jim Lintott, facilitating his ability to oversee and strategically lead the firm. Her duties include scheduling and coordinating high-level meetings and events, making extensive travel arrangements and managing the day-to-day priorities and activities of the Chairman.

Additionally, Stacy provides significant support to Sterling’s clients while also coordinating administrative issues for the Sterling team and office.

Before joining Sterling, Stacy gained valuable experience as a client services associate in the hospitality industry and as an English teacher to elementary school students in Korea.

Stacy holds a Bachelor of Business Administration in Marketing from Loyola University Chicago.

Jennifer Falconer
Associate Asset Manager

Jennifer Falconer joined Sterling in 2021 as an Associate Asset Manager. She works directly with Ultra High Net Worth Concierge Services clients providing a variety of financial services with particular emphasis on investment management.

As an associate, Jennifer helps manage substantial investments of companies. She monitors investment entities and carefully analyzes and reports company results. In addition, she works closely with outside advisors and legal teams for client tax purposes. She takes pride in fostering and maintaining relationships with clients and those around her.

Jennifer earned a Master of Business Administration degree as well as a bachelor’s degree in Marketing from Radford University. While at Radford, she was a member and four-year starter of the D1 women’s basketball team.

Outside of work, Jennifer spends most of her time exercising and being with friends and family.

Tim Kim
Client Services Director

Tim Kim brings strategic planning, program and portfolio management, performance measurement and financial analysis expertise to Sterling Foundation Management, where he works with the company’s Philanthropy Services clients.

Tim’s focus is on maximizing the value and impact of Sterling’s clients’ charitable organizations while ensuring all compliance requirements are met. With experience leading and developing program management and performance measurement solutions, Tim drives the charitable organizations Sterling manages to achieve their philanthropic visions, missions and goals.

Prior to joining Sterling in 2017, Tim was a manager at PricewaterhouseCoopers (PwC) where he provided strategic planning, program and portfolio management, change management and business process improvement advisory services to non-profit organizations. Recognized for providing the highest quality client service and the ability to adeptly analyze complex problems and develop innovative solutions, Tim led multiple engagements as a program and strategy management lead working with executives across various non-profit and governmental organizations.

Tim earned his Bachelor of Business Administration in Finance from James Madison University and obtained an Executive Certificate in Consulting Foundations at the Yale University School of Management.

Tim has also made significant contributions to his community through his church serving as a past elder and worship leader as well as an audio/visual and music ministry leader. When working with Little Lights Urban Ministries, Tim served as a counselor and tutor to underserved children in the inner city.

Katie Ingersoll
Client Services Manager

Katie Ingersoll helps transform a client’s vision for philanthropy into action. From researching and communicating with grantee organizations that best align with Sterling’s clients’ philanthropic goals and interests, to working with organizations that have established relationships with our clients, Katie facilitates all aspects of philanthropic giving.

Katie conducts necessary due diligence for every prospective grantee to ensure they are registered public charities, confirms they maintain their good standing with the IRS and obtains all required files and documentation. Through this process, she also seeks proposals from grantee organizations that specifically align with client expectations and outcomes for their charitable giving and negotiates grant agreements to ensure donations have the greatest possible impact. Katie also conducts follow-up procedures to monitor grants and obtains reports for our clients on fund usage or grant outcomes.

Prior to joining Sterling, Katie gained valuable client service training and experience in the retail service industry.

Katie supports a variety of philanthropic organizations through her volunteer work including organizing community events to raise money for the United Way and the Pennsylvania Horticultural Society. Katie is also a farm educator for children with limited access to fresh fruits and vegetables and is a stewardship volunteer to improve Virginia, Maryland and Washington D.C. parks and public spaces.

Katie is a graduate of Temple University’s Fox School of Business and Management.

Wendy Reinoehl
Client Services Manager

Wendy Reinoehl joined Sterling Foundation Management in 2017 and helps the company’s clients maintain effective and efficient charitable organizations. She is primarily responsible for the day-to-day financial management of our private foundations and public charities.

Wendy leverages her extensive experience in non-profit and association management on behalf of Sterling’s clients having worked previously at the National Museum of American History, the Octagon Museum, the Institute of Museum and Library Services, Cable in the Classroom and the Radiology Business Management Association.

Active in her community, Wendy serves as a Board member and Treasurer of a high school booster club, is Girl Scout troop leader and is a volunteer area manager for the Girl Scout Council of the Nation’s Capital. She also serves as a Committee member and merit badge counselor for a Boy Scout troop.

Wendy received her undergraduate degree from the University of Georgia and her Master’s degree in Museum Studies from The George Washington University.