American Endowment Foundation
Lisa Morean is an accomplished administrative professional with extensive experience supporting executives. Currently serving as the Executive Assistant to the EVP & CFO at American Endowment Foundation since May 2023, Lisa previously held the role of Administrative Assistant at Wilcox Primary School from July 2021 to May 2023, and before that, worked as an Executive Assistant at Pepsi from June 2004 to July 2020. Lisa holds a Bachelor of Science in Elementary Education from Bowling Green State University, where studies were completed between 1988 and 1992.
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American Endowment Foundation
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American Endowment Foundation (AEF) is the nation’s leading independent donor advised fund sponsor. Founded in 1993, AEF works closely with its donors and their wealth, legal, and tax advisors, to allow the donor's trusted financial advisor to manage, on their custodial platform, the assets gifted by their clients to AEF. AEF facilitates philanthropic impact through this model. > Experience: Founded in 1993, AEF has approximately $5 billion in charitable assets under management and over 10,000 donor advised funds. > Independence: Advisors custody & manage investments on their custodial platform > Flexibility: AEF accepts, can hold or invest in alternative assets > Attention: Personalized, knowledgeable, responsive, service