ADDING VALUES TO STRONG PERFORMANCE

Board of Directors

The Friends Fiduciary Board of Directors is an all Quaker, volunteer board. The board follows best practices in board governance to ensure a high functioning board and to avoid any conflict of interests. No board members, nor member firms, receive compensation of any kind from Friends Fiduciary.

Samuel Allen, Treasurer
  • Sam serves as Board Treasurer and is a member of the Finance and Governance Committees.
  • He has spent most of his career as president of the company he started in Philadelphia in 1975, Universal Motor Distributors, which provides distribution and services for electro-mechanical rotating equipment.
  • Sam attends Mount Laurel Meeting as a member of Moorestown Meeting (NJ). His Quaker service has included key leadership positions on the school committees for Westtown School and Moorestown Friends School. He also served as chairman of the board of trustees of Cooper University Hospital, a Camden, NJ, teaching hospital originally founded and built by Quaker physician Richard M. Cooper and his family in 1887.
  • Attended Moorestown Friends School; Graduate of Westtown School; B.A. University of Delaware.
W. Bruce Beaton, IV
  • Bruce is clerk of the Audit Committee and serves on the Charitable Services Committee.
  • He is President of W. Bruce Beaton Company, Inc., an insurance & surety bond broker.
  • Bruce is a member of Abington Monthly Meeting; he serves as a trustee for the Johns Barnes Trust.
  • Business Management, Widener University.
Amy Taylor Brooks
  • Amy is clerk of the Human Resources Committee.
  • She is a partner at Wisler Pearlstine, LLP in the Education Law practice group. Amy was an elementary school teacher at Friends School of Mullica Hill and the women’s collegiate basketball and volleyball coach at Haverford College. Her internships included the School District of Philadelphia, Temple University Legal Aid and the Center for Community non-Profit Organizations.
  • Amy is a member of Birmingham Monthly Meeting (PA). She serves on the Haverford College Board of Managers and the Haverford Corporation. Amy is also on the General Committee of Goshen Friends School.
  • B.A. Haverford College; M.Ed. Temple University; J.D. Temple University.
Ginny Christensen, Vice Chair
  • Ginny is Vice Chair of the board. She is clerk of the Governance Committee and serves on the Human Resources Committee.
  • Owner of Strategy for Growth, LLC, Ginny provides board development, strategic planning, and coaching to boards, Heads, and CEOs of independent schools and nonprofits across the country. Her prior experience includes service as Head of School at Media-Providence Friends School, as Assistant Head and Lower School Director at Abington Friends School, in teacher preparation at the University of Pennsylvania, and teaching at multiple levels.
  • Ginny is a member of Chestnut Hill Meeting (PA) and for many years has served on boards or committees of Quaker institutions, including Friends Council on Education, Friends Education Fund, Haverford College, and Greene Street Friends School.
  • B.A. Wellesley College; M.S.Ed. Wheelock College; Ed.D. Fielding Graduate University.
Joan Countryman
  • Joan is a member of the Marketing and Governance Committees.
  • A lifelong educator, she is the former Head of Lincoln School in Providence, Rhode Island, a position she held for 12 years until her retirement. Joan was a consultant and Interim Head of the Oprah Winfrey Leadership Academy for Girls in South Africa. She also served as Assistant Head for Academic Planning and Director of Studies at Germantown Friends School in Philadelphia where she taught mathematics.
  • Joan is a member of the Germantown Monthly Meeting and was the first African-American graduate of Germantown Friends School. She has served on the Board of Managers of Haverford College and continues as a member of the Haverford College Corporation. She currently serves on the Germantown Friends School Committee, and the board of Friends Center City and as Chair of the board of the Kendal Corporation.
  • B.A. Sarah Lawrence College; M.U.S. City Planning, Yale University; Research Fellow, London School of Economics.
Susan Haines Cunningham
  • Susan is a member of the Governance and Human Resources Committees.
  • She and her husband own ATT Sports, Inc., a construction company that builds synthetic running tracks for universities and high schools.
  • Susan is a member of Moorestown Monthly Meeting. She is on the board of Larchmont Farms a small for-profit, family farm. Susan served for 10 years on the Medford Leas board, the last two as Chair. She continues to oversee the Medford Leas Arboretum Committee.
  • Moorestown Friends School; George School; B.A. Franklin and Marshall College.
Christie Duncan-Tessmer
  • Christie is a member of the Finance Committee.
  • She is General Secretary of Philadelphia Yearly Meeting (Phila YM). Christie was Associate Secretary for Program and Religious Life at Phila YM from 2008 to 2014 and Children’s Religious Education Coordinator before that. Prior to her tenure with Phila YM, she held positions at Friends General Conference and Newtown Friends School as well as leadership roles at several Greater Philadelphia social service nonprofit organizations.
  • Christie is a member of Chestnut Hill Friends Meeting (PA). She is currently a member of the Arch Street Meeting House Preservation Trust and the Friends Center Board. In the past she has served on the Plymouth Meeting Friends School Committee and the People’s Emergency Center board.
  • B.A. Ohio University, Honors Tutorial College; Doctoral Program (1990-95) in Clinical Human Development, Bryn Mawr College.
Deborah W. Frazer
  • Deborah is clerk of the Finance Committee.
  • She is the Executive Director of Friends Foundation for the Aging, a foundation established in 2008 to fund innovative approaches to care for older Friends and those in sympathy with Friends principles.
  • Deborah has been a director in for-profit, non-profit and governmental organizations concerned with aging services and behavioral health.
  • A member of Germantown Monthly Meeting, Deborah has been an active volunteer with a number of Friends organizations. She currently serves on the Haverford College Corporation, and the Germantown Friends School, School Committee.
  • B.A. Swarthmore College; Ph.D. Temple University.
Robert G. Hayden, Jr.
  • Bob is clerk of the Investment Committee and a member of the Audit Committee.
  • He is a First Vice President – Investments at Wells Fargo Advisors in Philadelphia.
  • Bob is a lifetime member of Swarthmore Friends Meeting. He is a volunteer firefighter with the Swarthmore Fire & Protective Association, currently serving as their Treasurer and Engineer.
  • B.A. Swarthmore College.
Bruce E. Hunt, Secretary
  • Bruce serves as Board Secretary and is clerk of the Charitable Services Committee and a member of the Audit Committee.
  • He founded and serves as President of Rose Valley Asset Management, an independent investment advisory firm, following many years of experience at other investment advisory firms including The Vanguard Group and Wescott Financial Advisory Group, LLC.
  • He is active in professional organizations including the Philadelphia Estate Planning Council and the Financial Planning Association.
  • A member of Swarthmore Meeting (PA), Bruce serves as an advisory trustee and member of the planned giving and investment committees for Media-Providence Friends School.
  • He is a member of the finance committee for Swarthmore Presbyterian Church; and serves as a Director and member of the investment committee for the Garrett-Williamson Foundation.
  • B.A. Earlham College; M.B.A. Widener University.
Daniel B. Isaacs
  • Dan is a member of the Investment Committee.
  • He is Managing Director of Latin America at Wellington Management Company. Prior to Wellington, he worked at Fidelity Investments as Vice President of Investment Consulting Services. He is a Chartered Financial Analyst.
  • Dan is a member of Wellesley Monthly Meeting.
  • He has served as treasurer of the investment committee for New England Yearly Meeting of Friends.
  • B.A. Religion, Dartmouth College; Masters in Management, MIT, Sloan School of Management.
Bennett Lomax
  • Bennett is a member of the Investment and Marketing Committees.
  • He is President and CEO of The Lomax Companies LP. He serves as the board chair of Prime Image and serves on the board of directors of Stoneridge Investment Partners.
  • George School; B.S. in Finance, Hampton University; J.D. Law, Temple University – James E. Beasley School of Law.
Takashi Moriuchi
  • Takashi is a member of the Investment Committee.
  • He is Co-Founder and Managing Director of Estancia Capital Management a specialist private equity firm investing in asset and wealth management businesses and related business services companies. Prior to founding Estancia Capital Management, he was a Managing Director of Cedar Hill Capital Partners, an Executive Director of Morgan Stanley and a Principal at Lovell Minnick Partners.
  • He is a member of Moorestown Monthly Meeting and currently serves on Germantown Friends School Board. Takashi has also served on the Board of The Philadelphia School and the Assets Committee of Moorestown Friends School.
  • Moorestown Friends School; B.S. University of Pennsylvania.
Mark Myers
  • Mark is a member of the Marketing and Audit Committees.
  • In 2001, Mark retired as a senior vice president of the Xerox Corporation 37 years in its research and development organizations where he was in charge of corporate research and technology as well as a member of the senior management committee in charge of strategic direction for the company. Mark was a founding board member for two successful tech start-up companies, SDLI and Nuance Communications.
  • Mark is a member of the London Grove Friends Meeting (PA). He serves on the boards of Friends Center Corporation and Arch Street Meeting House Trust and is an Emeritus Trustee of Earlham. Mark was interim general secretary of Philadelphia Yearly Meeting in 2006-2007.
  • A.B. Earlham College; Ph.D. Pennsylvania State University.
Teresa Nance
  • Teresa joined the board in September 2018. She is the Associate Vice Provost for Diversity and Inclusion, Chief Diversity Officer & Associate Professor at Villanova University.
  • Her research interests include race and rhetoric, intercultural communication and communication education.
  • Teresa is a member of Swarthmore Friends Meeting and serves as a P.C. Overseer. She is on the board of Friends School Haverford, William Penn Charter School, and Haverford College Corporation.
  • B.A. and M.A. Emerson College; Ph.D. Temple University.
Norval D. Reece
  • Norval serves as clerk of the Marketing Committee and is a member of the Investment Committee.
  • Now retired, he was CEO of Reece Communications Inc. founded in 1988 to develop cable television in the USSR and Eastern Europe, and Chairman Emeritus of Kane Reece Associates, a global appraisal and consulting firm for media and financial companies. He was Pennsylvania Secretary of Commerce and appointed by President Jimmy Carter to White House Conferences on Small Business and Economic Development and by President George H. W. Bush to the White House Conference on Business Opportunities in Eastern Europe.
  • A lifelong Friend and a member of Newtown Friends Meeting (PA), Norval has served as Clerk, Financial Oversight Clerk, and on the Newtown Friends School Committee. He has served on over forty boards, including the Pennsylvania Industrial Development Authority (Chair), Founding Board member of C-SPAN, American Friends Service Committee, and PYM Quaker Quest. He is currently a member of Haverford College Corporation, George School Board of Trustees, AFSC Centennial Campaign Leadership Committee, and the Board of Trustees of the David Library of the American Revolution.
  • B.A. DePauw University; B.D. M.Div. Yale University.
Daryl Renschler
  • Daryl is a member of the Finance and Marketing Committees.
  • Now retired, his professional experience was focused on business management and research. This includes his tenure as president of Simco Company in Hatfield, PA, and CEO and President of SL Corp in Marlton, NJ.
  • Daryl is a member of Portland Friends Meeting (ME) and has served on the boards of directors of Earlham College, George School, Buckingham Friends School (clerk), and on various corporate boards as well.
  • B.A. Earlham College; Ph.D.  Pennsylvania State University.
Christina Repoley
  • Christina serves on the Charitable Services Committee.
  • She is the founder and Executive Director of Quaker Voluntary Service.
  • Christina worked for the American Friends Service Committee on several program initiatives and as Program Coordinator for the Faith and Service Program of the Cousins Family Foundation.
  • A member of Atlanta Friends Meeting, Christina has been active with a number of Friends organizations. She served on FGC’S Youth Ministries Committee and their Stoking the Spiritual Fire of Quakerism Capital Campaign Steering Committee.
  • B.A. Guilford College; M.Div. Candler School of Theology, Emory University.
William Schmidt, Chair
  • Bill serves as Chair of the Board. He is a member of the Investment and Governance Committees.
  • Now with RBC Wealth Management, he has been in the investment brokerage business for 40 years, serving both individuals and institutional clients.
  • Bill is a member of Central Philadelphia Monthly Meeting of Friends. His volunteer work includes service on the boards of Friends School Mullica Hill, Friends Center Board, and Westfield Friends School.
  • B.A. Swarthmore College.
Tom Wright
  • Tom joined the board in September 2018 and is a member of the Charitable Services Committee.
  • He is a practicing attorney at Hill, Evans, Jordan & Beatty in Greensboro, N.C.;
  • Tom is a member of New Garden Friends Meeting in North Carolina. He has served on on numerous non-profit boards including Friends Homes, Inc., the New Garden Cemetery Association, Inc., the North Carolina Yearly Meeting of the Religious Society of Friends, and Haverford College.
  • A.B. Political Science Haverford College; J.D. University of North Carolina.