Meet Our Team
Executives, directors, and council members all with one shared mission—seeing philanthropy expand through AEF DAFs.
Executive Team
Our experienced executive leadership team leads our people-driven, mission-motivated organization to ensure a best-in-class client experience. This dedicated team drives our strategic direction, innovative technology, and advanced solutions.
Ron Ransom
Chief Executive Officer
Stephen W. Jones
Executive Vice President, Chief Financial Officer
Michele Hoza, J.D.
General Counsel
Noel Juguilon
Chief Business Strategy Officer
Mark Manning
Chief Technology & Innovation Officer
Paula Hogan
Chief People & Culture Officer
Karen Heath-Wade
Chief Business Development Officer
Kelly McGrath
Chief Marketing & Communications Officer
AEF Board of Directors
Our experienced board of directors is composed of regional and nationally known experts.
Joseph Betro
Board Chairman and recently retired as Vice President from Robert Half International
Ted Austin
Board Director and CFP Senior Vice President & Market Leader at U.S. Bank Private Wealth Management
Brian Broadbent
Board Director and retired CEO of Business Volunteers Unlimited
Janet A. Gosche
Board Director and retired Senior Executive from Accenture and Global Practice Leader from Avasant, currently providing executive advisory services
Martin Hall
Board Director and Partner at Hall & Diana
Patrick Heddleston
Board Director and Vice President for Business Affairs and Treasurer of the University of Mount Union
Timothy (Ty) Hogan
Board Director and formerly with Fort Washington Investment Advisors, Inc., currently a graduate student at the Harvard Kennedy School
Justin Horton
Board Director and Wealth Advisor and Founding Partner of Stratos Wealth Partners
Rebecca Morgan
Board Director and President & CEO of Fulcrum Consulting Works
Ron Ransom
Ex-Officio Director and Chief Executive Officer
AEF Council of Advisors
These leaders in the financial services industry provide AEF with ongoing insights and expertise to further expand our philanthropic efforts.
Adam Damerow
Attorney & Partner, Katten, Chicago, IL
Paige Goepfert
Managing Director, Andersen, Chicago, IL
Kirk Hoopingarner
Attorney & Partner, Quarles & Brady, Chicago, IL
Dawn Jinsky
CPA & Partner, Plante Moran Wealth Management, Southfield, MI
Rebekah Kohmescher
Chief Executive Officer, Altair Advisers LLC, Chicago, IL
David A. Levitt
Attorney & Principal, Adler & Colvin, San Francisco, CA
Gavin Morrissey
Managing Partner, FSA Wealth Management, Boston, MA
Bill Ringham
VP & Director, RBC, Minneapolis, MN
Martin Schamis
VP, Head of Wealth Planning, Janney Montgomery Scott, Philadelphia, PA
Greg Singer
Investment Director, Capital Group Private Client Services, New York City, NY