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The Catholic Foundation Leadership

Important: 2023 Advisors Series Online Registration
Register here.

Registration for the 17th annual Advisors Series for Estate and Wealth Management Professionals on Thursday, Nov. 16 (buffet breakfast served at 7:30 a.m. and the program starts at 8 a.m.).

The program will feature Jonathan G. Blattmachr, co-author of nine books and more than 500 articles on estate planning and Teresa L. Bush, Esq., who has practiced law since 1991 and focused her practice exclusively on issues of estate and gift tax planning, probate, charitable planning, and estate and trust administration.

Participants will receive two hours of continuing education credit (CLE, CFP or CPE). Please call 972-661-9792 for any questions.

The Catholic Foundation leadership consists of a governing board of trustees, volunteer Advisory Council and the Foundation team members.

Board of Trustees 2023

The Catholic Foundation is governed by a volunteer board of trustees, citizens of integrity with diverse interests. Trustees are selected for their business knowledge, familiarity of the Dallas area and their fiscal responsibility. They serve as stewards of more than $250 million in assets as of the end of 2022 across more than 550 charitable funds and trusts.

Dan Odom, Board Chair
Fred Bangs
Managing Director
Marsh Wortham
Fernando Blanco
Vice President
Matthew Bowen
Retired Banking Technology Executive
Most Rev. Edward J. Burns
Diocese of Dallas
Lois S. Cartwright
Senior Vice President
Merrill Lynch
Dr. Mauricio Delgado
UT Southwestern Medical Center
John Dziminski
President and CEO
The Rosewood Corporation
Elsa Alcalá Grivas
Mark N. Howard
Momentum Wealth Strategies
Rick Martinez
Chief Executive Officer
r2 Technologies
Michael J. Marz
Managing Partner
MFT Partners LP
Maria Castañón Moats
Audit Partner
Jeff Schiefelbein
Managing Partner
Undivided Life
Dr. Mayra Thompson
UT Southwestern Medical Center
Wm. Kim Wade
Wade Law Firm
Ana Esteve Yoder
Community Volunteer
David A. Yost, CFP
Senior Vice President / Private Wealth Advisor
Morgan Stanley Private Wealth Management
Thomas G. Yoxall
Partner / Vice-Chair
Locke Lord LLP