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Dennis Ladd joins Foundation Source as MD for New York State

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​Foundation Source, a provider of comprehensive services for private foundations, has appointed Dennis Ladd as Managing Director.

Ladd, an acknowledged industry veteran in New York's financial services industry, brings nearly twenty years of business development experience to the company. He reports to National Director of Sales Yvonne Dahl.

 
According to Dahl: "The state of New York is a key market for Foundation Source. It is home to a great deal of wealth, both old and new, making it a hub for private foundations and home to a robust advisory and estate planning community. Dennis understands the New York market, possessing the deep financial services acumen and business development experience necessary to serve the needs of high-net-worth donors who are considering starting or already have a private foundation."
 
For much of his career prior to Foundation Source, Ladd worked with FactSet Research Systems, a company which provides financial data and analytic tools. Most recently, he served as FactSet's Senior Vice President, Director of Sales for the New York Investment Management team where he led a team of sales consultants and product specialists, oversaw the on-boarding of new clients, and enhanced existing client relationships. Earlier roles with FactSet included Vice President, Mid-Atlantic Regional Manager and Vice President, Institutional Sales.
 
Ladd says: "I am excited to join Foundation Source, the most knowledgeable and experienced group of professionals in the private foundation sector. I am a firm believer in giving back to community and cause, and look forward to empowering others to do the same throughout New York State. It will be both professionally and personally fulfilling to help high-net-worth donors be strategic and effective using private foundations."

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