Dana Wichterman

Impact Investor | International Development Professional

Dana views all of her treasure, time and talent as gifts from God that are meant to be stewarded towards three ends – for God’s glory, the good of others and for our own well-being. The investment of our capital is an expression of our management of God’s resources in such a way that one day we hear “well done, good and faithful servant.” She aligns her investing and philanthropy with the specific areas God has called her, seeking sustainable impact. Over the past 10 years, she has come to understand that both our charitable capital and our personal capital can have faith-driven impact for spiritual and social good. She increasingly directs a sizable portion of the charitable capital in her family foundation towards impact investing.

Dana is an international development professional with 20 years at USAID and Department of Commerce. She has years of experience advising nonprofits engaged nationally and globally across many sectors, including micro-finance and private sector engagement. She is active in The Gathering, Generous Giving, Praxis, and Lion’s Den. She is an FDE small group facilitator and is on the FDI leadership team launching a citywide network in the DC Metro area to develop a local community of faith driven entrepreneurs and investors. She holds an M.A. in International Affairs from Columbia University. Dana finds joy in helping organizations problem-solve, generating creative and faithful solutions. She loves to create community around ideas, connecting transcendent truth in both relational depth and practical application.

CONTRIBUTIONS TO FAITH DRIVEN INVESTOR

Daniel Jackson

 Links:

Managing Director | Cornerstone

Bio:

Daniel owns a property development company in Belfast, Ireland, called Cornerstone (NI) Ltd and is passionate about Impact driven business with kingdom transformation. Cornerstone specialise in regeneration through building sustainable communities with the goal to create buildings that bring light and hope to the community. Daniel is committed to developing sites that have been neglected and have a negative impact on their community, often because of the lack of hope left by Belfast’s historic conflict. He is on a mission to ‘Light up the dark corners of the city’, to see buildings and neighbour hoods redeemed, and to point the people that connect to their developments to Jesus. Cornerstone has been developing a relationship with Apartment Life and will be Europe’s first expression of Apartment Life in 2021.

Daniel T. Phillips

Links: 

Director of Investments | EverSource Wealth

As Director of Investments, Daniel has served as part of the core team that launched EverSource Wealth Advisors. He advises on the development of EverSource’s middle office services and technology platform with a focus on the investment consulting needs and experience of advisors.

Daniel has worked in the wealth advisory and investment industry since 2012, most recently as a financial planner and portfolio manager for BMSS Wesson Wealth Solutions where he was primarily responsible for developing the firm’s evidence-based investing philosophy and strategies. Prior to that, Daniel served on the Trust Investment Committee as a trust portfolio manager and investment analyst in the Wealth Services Division of Cadence Bank.

CONTRIBUTIONS TO THE FAITH DRIVEN INVESTOR

Daryl Heald

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Founder | Generosity Path

Bio:

Daryl began his career as a commercial real estate broker in Atlanta, GA. In 1997 he joined the Maclellan Foundation serving on the executive committee and helping to lead its global grant-making strategy. Beginning in 2000, while at Maclellan, Daryl helped to launch several organizations: Generous Giving, Giving Wisely and Global Generosity. The majority of his time now is spent in speaking and encouraging business people in the global financial capitals to be generous. He has worked with families on four continents regarding their philanthropy. He also is actively investing in private equity deals with a particular emphasis on businesses with social impact. Daryl current serves on ten boards in both the for-profit and not-for-profit arenas.

Life:

Some of his favorite pastimes include golfing, fly fishing and barbequing. Daryl holds a BS degree in economics from Westmont College and he and his wife, Cathy, reside in Lookout Mountain, Georgia, USA and have nine children.

CONTRIBUTIONS TO FAITH DRIVEN INVESTOR

Dave Edmunds

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Founder | Salt Mine Productive Workspace

Bio:

Dave Edmunds gets really excited about passionate productivity and generous community.

Together with his team, they have founded a revenue producing not-for-profit committed to local economic development that has global impact. At Salt Mine, they are gathering a generous and passionate group of people that can help you achieve your individual business goals. Together, they can help you pay it forward by making investments in coaching and resources for local entrepreneurs and start ups in the developing world

CONTRIBUTIONS TO FAITH DRIVEN INVESTOR

David Beatty

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Founder | Daintree Advisors

Bio:

Dave is Co-Founder and Managing Partner of Veriti Management, an affiliated company of Daintree, providing direct indexing and values-based investing.

Before founding Daintree in March of 2010, Dave was Regional Managing Director and member of the Investment Committee of Calibre Advisory Services, a 16 billion dollar multi-family office within Wachovia Bank. Prior to Calibre, Dave was the founder and CEO of a multi-family office, Tanager Financial Services, Inc. From its start in 1995 until its sale to Wachovia in 2004, Tanager grew to more than fifty employees and more than 2 billion dollars of assets under advisement. Dave began his career in financial services at Price Waterhouse where he became the lead personal tax and financial planning advisor in their Boston office.

Dave earned a Masters of Management as an Austin Scholar from the Northwestern University J.L. Kellogg Graduate School of Management. Dave received his B.A. from Wesleyan University, where he was Phi Beta Kappa. He is a Certified Public Accountant and is a CERTIFIED FINANCIAL PLANNER™ professional.

Life:

Dave and his wife Ellie live in Newton, where they welcome as many visits as possible from their adult sons, Joel and Ian. Dave enjoys cycling, birdwatching, gardening, and charitable interests, including service to Gordon College and Kore Alliance.

CONTRIBUTIONS TO FAITH DRIVEN INVESTOR