Pacific Foundation Services, LLC

Team | Founder

MANAGEMENT TEAM
	Charles Casey President ccasey@pfs-llc.net		Mary Gregory Vice President/Senior Program Staff mgregory@pfs-llc.net
Charlie owns and manages PFS. In addition to his day-to-day management duties, Charlie works as a program officer for a number of PFS' client foundations, with particular interests in education, human services, housing, and youth development. A native of San Francisco, Charlie serves on the Board of Directors of the Tenderloin Neighborhood Development Corporation (TNDC). Charlie graduated from Georgetown University with a B.A. in English Literature and has an M.B.A. from the Owen Graduate School of Management at Vanderbilt University. He and his wife, Paola, live in San Francisco with their three young daughters and assorted animals.		Raised in San Francisco, Mary has been with PFS since 1998 providing administrative and program services to foundations. She graduated from Princeton University and returned to the Bay Area where she held various positions over the years with a number of nonprofit organizations. In 1996, she founded Mary’s List, a web-based matching service for nonprofit organizations seeking consultants, at www.maryslist.net. She is serving on the Board of Directors of At The Crossroads, a street outreach program for homeless youth in San Francisco. Mary and her husband live in the city with their dog, Sazerac, and have a daughter and son-in-law, Eliza and Ryan, and a daughter, Martha.
PROGRAM TEAM
	Eric Sloan Senior Program Staff esloan@pfs-llc.net		Annie Yates Senior Program Staff ayates@pfs-llc.net
Eric joined PFS in 2006. He manages the Gamble, William G. Gilmore, Walter S. Johnson, Kimball, and Howard & Irene Levine Family Foundations. He was previously Program Officer for the Richard & Rhoda Goldman Fund and the Charles and Helen Schwab Foundation and Project Director for Berkeley Policy Associates. He has also worked as an AV technician, teaching assistant, writing tutor, cook, exhibit preparator, research associate, and laborer. Eric lives in Berkeley with his wife, son, and two cats.		Annie came to PFS in 2005 with over ten years of experience in the environmental field. Most recently, she spent seven years at U.S. Environmental Protection Agency's Southwest Region Office in San Francisco managing state and tribal pesticide program grants. She holds a B.A. degree in East Asian Studies from Princeton University and a law degree from University of California at Berkeley. Annie is a member of the State Bar of California. At PFS, Annie serves as Director of the Bella Vista Foundation's Ecosystem Restoration Program, and she manages the GGS Foundation. She lives in Marin County with her husband, two children, and a dog.
	Hector Melendez Senior Program Staff hmelendez@pfs-llc.net		Ash McNeely Senior Program Staff amcneely@pfs-llc.net
Hector joined PFS as a Program Officer in 2006. Previously he worked as a mental health consultant for child development centers throughout San Francisco and was the executive director of Good Samaritan Family Resource Center. Hector holds a B.S. in Psychology from UC Berkeley and an M.S. in Clinical Psychology from San Francisco State. Hector and his partner, John, live in San Francisco with their French Bulldog, Bodhi(sattva).		Ash joined PFS in 2012 as a Senior Program Officer. Ash has been Executive Director of the Sand Hill Foundation (a PFS client) since 2007 and she continues in that role, in addition to supporting other PFS client foundations. In her prior career, Ash worked at The Pew Charitable Trusts, Silicon Valley Community Foundation and Peninsula Community Foundation, as well as at several Bay Area performing arts organizations. A native of Philadelphia happily transplanted to California in 1988, Ash has a B.A. in English and Women’s Studies from Vassar College and an M.B.A. in nonprofit administration from Golden Gate University. She serves on the Opportunity Fund board, Horizons Foundation advisory board, and Vassar College Alumnae Interview team. She loves riding horses and hiking, and lives in Burlingame with her spouse, Elisa, their two college-aged children, two dogs and two parakeets.
	Katarina Menotti Program Officer kmenotti@pfs-llc.net		Amy Freeman Program Officer afreeman@pfs-llc.net
Katarina joined PFS in 2007 after working with the San Francisco-based Morris Stulsaft Foundation and Sausalito-based Foundation for Deep Ecology. Born and raised in Slovakia, former Czechoslovakia, Katarina speaks several languages and loves to travel. After graduating from the Comenius University in Bratislava, Slovakia, Katarina held a teaching position at the University of Economics and worked as a conference organizer at the University Hospital’s Neurology Department in Bratislava. Her first job in the US was as a shoe model in NYC. She lives in San Francisco with her husband, daughter, and a cat, and appreciates everything the beautiful Bay Area has to offer.		Amy joined PFS in 2011 after serving as a Program Officer for the Walter S. Johnson and Stuart Foundations, specializing in child welfare and college access and success. Prior to working in philanthropy, she was the founding Executive Director of the Alameda County Foster Youth Alliance, a coalition dedicated to ensuring that transition-aged foster youth have a continuum of services they need to achieve a healthy and safe transition to adulthood. A native New Yorker, she has a B.A. in Theater Arts from Fordham University and her M.A. in Organizational Development from University of San Francisco. She has been practicing yoga for longer than she likes to admit, has a great daughter, two cats and lives in Albany.

Jessi Misslin
Program Officer
jmisslin@pfs-llc.net

Jessi joined PFS in 2009 as a Program Coordinator. Prior to PFS, Jessi worked with Summer Search, a non-profit leadership development organization that works with low-income youth. A Midwest transplant, Jessi earned a B.S. in Communication Arts from Minneapolis College of Art and Design. She lives in San Francisco with her partner, Matt, and their charming baby boy, Ian. In her spare time, Jessi loves to write, eat, and watch in awe as her son explores the world.

ADMINISTRATIVE TEAM
	Rick Wicklund Accounting Manager rwicklund@pfs-llc.net		Fiona Barrett Operations Manager fbarrett@pfs-llc.net
Rick joined PFS in 2006 as the Accounting Manager. Prior to joining PFS Rick was Senior Accountant for the Marin Community Foundation for 6 years and prior to that owned and operated a consulting and accounting practice catering mainly to the non-profit sector. Rick has been very active in his community - Treasurer on the boards of the Sonoma Valley Museum of Art, the Sonoma Valley Waldorf School, and years of volunteer work for various non-profits in his home town. Rick lives in Sonoma with his wife Jane and golden retriever Maggie.		Fiona joined PFS in 2009 as a Program Coordinator. Before joining PFS Fiona worked with Kidpower Teenpower Fullpower International, a non-profit that teaches people of all ages personal safety skills, for five years. She holds a B.A. in Community Studies from UC Santa Cruz. Fiona lives in Oakland with her two cats, Syd and Murphy.
	Daisy Fong Database Manager dfong@pfs-llc.net		Robert DeRosa Senior Accountant rderosa@pfs-llc.net
At PFS, Daisy is responsible for maintaining the grants management database and managing the PFS website. She has been with Pacific Foundation Services since December 2001. Daisy is a native San Franciscan and attended San Francisco State University where she earned a Bachelor's degree in Computer Information Systems in 1999. Daisy currently lives in San Francisco with her husband, son, and two goldfish.		Rob joined PFS in 2010 as Senior Accountant. Prior to joining PFS, Rob worked as Senior Endowment Accountant at the Jewish Community Federation of San Francisco handling the accounting for several supporting foundations and multiple donor advised funds. Before relocating to the Bay Area, Rob was the Investment/Senior Accountant at Simmons College in Boston for over eight years, working with State Street Bank and several Investment Managers. When not working, Rob enjoys cooking, the outdoors, and following his Boston sports teams. Rob lives in San Francisco with his long-time partner Terry.
	Maereg Haile Office Manager/Program Coordinator mhaile@pfs-llc.net		Sunnie Kaufmann-Paulman Program Coordinator skaufmann@pfs-llc.net
Maereg Haile (Maereg means glory) joined PFS in 2010. She is also known as Mimo, a nickname her father gave her when she was one. Prior to coming to PFS, Maereg attended UC Davis and worked with African American Diaspora Cultivating Education as an outreach coordinator. She graduated from Davis with a B.S. in Biological Sciences with an emphasis in Neurobiology. She was born and raised in Addis Ababa, Ethiopia and has been living in the Bay Area for ten years. In her spare time, she loves dancing, going to church and watching movies.		Sunnie joined PFS in 2010 as a Program Coordinator. Before joining PFS, Sunnie worked with several Girl Scout Councils in outdoor program management and administration and most recently with Girl Scouts of Northern California, serving as the Community Development Director. She studied at the University of MN-Morris in Environmental Education and at the University of Maryland in Psychology and Sociology. She also holds a degree in American Sign Language Studies from St. Paul College. She is currently serving on the Board of Directors for Habitot Children’s Museum as the Board President. Sunnie lives in Oakland with her partner, Tori, their daughter, Anika, Blade the cat, and Alice the dog.
	Fatma Abdullahi Program Coordinator fadullahi@pfs-llc.net		Wendy Yu Einhorn Program Coordinator weinhorn@pfs-llc.net
Fatma joined PFS in 2012 as a Program Coordinator. Prior to joining PFS, Fatma worked with the African Women’s Millennium Initiative (AWOMI), an NGO based in Dakar, Senegal, that helps African women improve their social and economic rights. Born and raised in Kenya, Fatma graduated from New York University with a B.A. in History and Economics. She lives in Oakland with her husband Salim and their two young children, Azza and Asad. In her spare time, Fatma loves to cook and watch Korean historical dramas.		Wendy joined PFS in 2012. She is a native San Franciscan and earned a B.A. in Sociology and American Studies from U.C. Davis. After graduation, she interned with the NAACP Washington DC Bureau and served a year as an AmeriCorps VISTA, working with disadvantaged youth in Los Angeles. Prior to her role as a Program Coordinator, she worked with a Bay Area general contractor as a marketing associate and spearheaded a philanthropy program for the firm. Wendy currently lives in the beautiful city of San Francisco with her husband, Grant, and little rescue dog, Colby.

FOUNDER

Lyman Casey Founder	Lyman Casey founded Pacific Foundation Services in 1987 after spending several years as the Executive Director of the Bothin Foundation. When three other foundations approached him for management advice, he saw the logic and efficiency of sharing the overhead and staffing costs of all four foundations. PFS’ model has proven successful, and today PFS continues to offer customized strategic, program, and administrative services to a growing group of client foundations. With a lifelong dedication to the nonprofit sector, Lyman began his career in hospital administration and has served on dozens of nonprofit boards over the years. He and his wife, Carol, live in San Francisco and have six grown children and eight grandchildren between them.