Foundation Source
Jeffrey Press is an Associate Director of Client Services at Foundation Source since November 2014. Previously, Jeffrey worked as a Client Associate at RBC since May 2013, and as a Relationship Services Associate at Private Client Resources, LLC in 2012. Earlier in their career, Jeffrey held roles as a Managed Accounts Specialist, Performance Report Analyst, and Client Services Specialist at UBS from June 2005 to March 2012. Jeffrey graduated from Marist College with a Bachelor of Arts in Communications in 2002.
Foundation Source
Foundation Source is the nation’s largest provider of comprehensive support services for private foundations, bringing unparalleled knowledge and expertise to clients across the country. Our services include administrative support, active compliance monitoring, tax and legal expertise, online foundation management tools, and philanthropic advisoryservices.New Foundations – Foundation Source can provide a new foundation, ready for funding, in as little as three business days. We also happily work with new foundations that are established independently by an attorney.