Foundation’s 2018 Campaign Welcomes Individual Donations as well as Corporate Contributions

Thank you for supporting the CFA Education Foundation, where your contribution helps our Commercial Finance community realize its positive economic impact and continues to educate and train aspiring individuals to become effective practitioners in the field of secured lending:

Individual Supporters:

Foundation Benefactor: $5,000-$7,999
Andrea L. Petro

Foundation Patron: $2,500-$4,999

William D. Brewer
Winston & Strawn LLP

John M. DePledge
Citibank, N.A.

Jeffrey K. Goldrich
North Mill Capital LLC

Richard Gumbrecht
Commercial Finance Association

Charles G. Johnson
CFA Past Chairman

Wade M. Kennedy
McGuireWoods LLP

David B. Kurzweil
Greenberg Traurig, LLP

Robert Meyers
Republic Business Credit, LLC

D. Michael Monk
Amerisource Funding

Friend of the Foundation: $1,500-$2,499
Anthony R. Callobre
Buchalter PC

James C. Chadwick
Holland & Knight LLP

David Grende
Siena Lending Group

Bobbi Acord Noland
Parker, Hudson, Rainer & Dobbs LLP

Howard Rein, CPA, CFE
Freed Maxick ABL Services

Paul Schultz
Corporation Service Company

Foundation Member: $500-$1,499
Gail K. Bernstein
PNC Business Credit

Michael A. Boeheim, CFE, CIA
Freed Maxick ABL Services

Michael Coiley
CIT Healthcare

Cindy J.K. Davis
Greenberg Traurig, LLP

Bruce Denby

Betty Hernandez
North Mill Capital LLC

Stephen P. Johnson
J D Factors LLC

David J. Kantes
CFA Past Chairman

Dean I. Landis
Entrepreneur Growth Capital, LLC

Joseph Lehrer
Citibank, N.A.

David Morse
Otterbourg P.C.

Alan J. Prince
King & Spalding

Robert S. Sandler
CFA Past Chairman

Stacey J. Schacter
Vion Investments

William A. Stapel
MB Business Capita
Corporate Supporters:

Platinum Level: $20,000-$24,999
Goldberg Kohn
Richard M. Kohn, Senior Principal

Greenberg Traurig, LLP
 David B. Kurzweil, Shareholder

Otterbourg P.C.
Jonathan N. Helfat, Partner and David W. Morse, Vice Chairman

Gold Level: $12,500 - $19,999

Holland & Knight LLP
James C. Chadwick, Partner

McGuireWoods LLP
Wade M. Kennedy

Morgan Lewis & Bockius LLP
Marshall C. Stoddard, Jr., Partner and Practice Chair, Transactional Finance

Parker, Hudson, Rainer & Dobbs LLP
Bobbi Acord Noland, Partner

Winston & Strawn LLP
William D. Brewer, Partner

Silver Level: $7,500-$12,499

Buchalter PC
Anthony R. Callobre, Shareholder

Wells Fargo Capital Finance
Stewart W. Hayes, Managing Director

Bronze Level: $5,000-$7,499

Blank Rome LLP
Lawrence F. Flick, II, Partner

Choate Hall & Stewart LLP
John Ventola, Practice Group Leader

Conway MacKenzie
Kevin Barrentine, Senior Managing Director

Corporation Service Company
Paul Schultz, Vice President

Duane Morris LLP
James J. Holman, Partner

McMillan LLP
Jeff Rogers, Partner

Norton Rose Fulbright
Arnold Cohen, Partner

Osler, Hoskin & Harcourt LLP
Kevin Morley, Partner

Vedder Price, P.C.
Thomas E. Schnur, Shareholder

Benefactor Level: $2,500-$4,999
AloStar Capital Finance
Andy MeGhee, Director

AtlanticRMS LLC
Richard Hawkins, CEO

BDO Advisory
Baker A. Smith, Managing Director

Bennett Jones LLP
Steve Lutz, Partner

BMO Harris Bank
Michael Scolaro, Portfolio Manager

Chapman and Cutler LLP
Steven G. Hastings, Partner

Cost Reduction Solutions
Denise Albanese, Business Development Officer

Bruce Denny, Managing Director/Group Head

Dopkins ABL Consulting Services
Joseph A. Heim, CFE, CPA, Partner

Robert D. Katz, CTP, MBA, CPA

Focus Management Group
J. Tim Pruban, President & CEO and Barrey Davis, Sr. Managing Director

Freed Maxick ABL Services
Howard A. Rein, President

Andrea Pipitone Beirne, Director

Marquette Business Credit
Ronald Vanek, President

MB Business Capital
William A. Stapel, Senior Vice President

North Mill Capital LLC
Jeffrey K. Goldrich. President & CEO

Phoenix Management Services
Michael E. Jacoby, Senior Managing Director

Riemer & Braunstein LLP
Donald E. Rothman, Senior Partner

Ruskin Moscou Faltischek, P.C.
Jeffrey A. Wurst, Esq., Senior Partner

Santander Bank, N.A.
Brian P. Schwinn, EVP, ABL & Restructuring Finance

TCF Capital Funding
Joseph P. Gaffigan, President

Dan Karas, EVP & Chief Lending Officer

Troutman Sanders LLP
Hazen H. Dempster, Esq., Partner

Webster Business Credit Corp.
Warren K. Mino, President & Chief Operating Officer

Patron Level: $1000-$2,499
Amerisource Funding
D. Michael Monk, Managing Partner

Citizens Bank
Patrick Bickers, Managing Director

CNH Finance, LP
Jennifer Sheasgreen, Managing Director –
Head of Healthcare Finance

J D Factors LLC
Stephen P. Johnson, President

GlassRatner Advisory & Capital Group LLC
Ronald Glass, Senior Managing Director

Howe, Keller & Hunter, PC
J. Graig Howe, President

MidCap Business Credit, LLC
Steven Samson, Vice President

People’s United Business Capital
Michael Maiorino, President

Southeastern Commercial Finance, LLC
Patrick B. Trammell, President 

Virginia Commercial Finance, Inc.
John McCauley, President & CEO

Member Level: up to $999
Allied Financial Corporation
Steven C. Gold

Robert W. Bowles, Founder & Executive Director

Coffin & Associates
Phil Coffin, Partner

Downtown Capital Partners, LLC
Gary Katz, Managing Partner

Magnolia Financial, Inc.
Marc D. Smith

Winstead PC
Nelson R. Block, Shareholder

See our 2017 Supports:
click here


The Critical Importance of the CFA Education Foundation

Charlie Johnson, CFA's Education Foundation Advisor highlights the mission of the Foundation, click below to donate and become a supporter


Find out more about getting involved and make a difference:




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