MD, Portfolio Performance
Paine + Partners
San Mateo, CA
MD, Portfolio Performance
MD, Portfolio Performance
Paine + Partners
San Mateo, CA
Giving People of Different Cultures Voice and Agency.
As Senior Associate, Policy & Field Building, Manie promotes social enterprise growth and employee earning power through the development and execution of state and local public policy. She also supports the development and implementation of social enterprise ecosystems across the country through coalition building, strategic partnership, and public policy.
Manie joins REDF with 12 years of nonprofit experience including working for housing justice for low-income families, economic justice for undocumented immigrants, and reproductive justice for women and girls of color. In her previous role, Manie served Californian Senator Loni Hancock and was the lead staff for REDF’s first economic development bill (CA SB 1219 – Hancock), which would have allowed for social enterprises to procure contracts with the state, and in turn giving more opportunity to individuals who face the most barriers in employment. At Forward Together, Manie built a California statewide policy program with great velocity that, through power mapping and organizing ranging from traditional methods to advanced digital, passed a comprehensive sex education bill (CA AB 329 – Weber). As a policy and advocacy expert, Manie continues to connect decision-makers with people who are all too often marginalized in our society in order to foster systematic change.
Manie obtained her BA in Sociology and Gender Studies from Indiana University, and her MPH in Community Health Sciences from the University of Illinois at Chicago. When she’s not helping to create economic opportunity at REDF, Manie enjoys time with her family in the Bay and the Midwest, following Hoosier basketball, and performing in comedy sketches at Killing My Lobster.
Creating pathways to prosperity.
Kristen Green is a portfolio associate, supporting REDF’s national social enterprise portfolio in a myriad of ways, including conducting research, developing tools, executing due diligence, and crafting smart strategies. Based in the Los Angeles office, Kristen found out about REDF when she was studying for her MS in social entrepreneurship. Inspired by Jed Emerson’s writings on impact investing and blended value, she was instantly fascinated by the intermediary role that REDF plays, and wanted to be a part of an organization that helps the social enterprise field grow and prosper. Prior to joining REDF Kristen worked at Chrysalis, a current REDF portfolio grantee. Kristen received a B.A. in Political Science with a minor in Urban Studies, from Loyola Marymount University. She also holds a M.S. in Social Entrepreneurship from University of Southern California’s Marshall School of Business. In her free time, you can find Kristen reading, volunteering at her local animal rescue or visiting the park with Ms. Lois, her beloved retired greyhound.
REDF’s President and CEO, Carla Javits, provides the leadership and vision that drives its mission to provide equity-like investments and business assistance to social enterprises, mission-driven businesses focused on hiring and assisting people facing barriers to work. Inspired by the leadership of REDF’s founder, George R. Roberts, Carla focuses on achieving measurable results by leveraging the business community’s knowledge, networks, and resources, and the mission of the nonprofit to create jobs and tackle the challenges of homelessness, incarceration, mental health, and addiction.
In overseeing strategy, relationship building, and fundraising, Carla works directly with the leadership team as well as the Board of Directors and Advisory Council that are instrumental to REDF’s success. In leading an expansion from the Bay Area to Southern California, and in 2016, to 19 other states around the country, Carla has laid the foundation for REDF to impact the lives of tens of thousands more people nationwide. Under Carla’s leadership, REDF has been awarded two, prestigious federal Social Innovation Fund grants by the Corporation for National and Community Service. Additionally, Los Angeles Business Times awarded REDF the Nonprofit Social Enterprise of the Year award, and San Francisco Magazine recognized Carla in their list of innovative Bay Area Philanthropists. Carla is called on frequently to share her expertise at a variety of domestic and international conferences and speaking engagements, including most recently, the Social Enterprise World Forum in Milan, Italy, and the upcoming, Social Traders Master Conference taking place in Melbourne, Australia.
Before coming to REDF, Carla was the national President and CEO of the Corporation for Supportive Housing, where she was responsible for providing grants, loans, and technical assistance to service-enriched housing initiatives that ended homelessness for tens of thousands. She was Program Analyst with the California Office of the Legislative Analyst and Director of Policy and Planning for the San Francisco Department of Social Services.
Carla holds a BA and Master’s in Public Policy from UC Berkeley. She serves on the Board of Directors of the Social Enterprise Alliance and the Melville Charitable Trust and as an Advisor to the Center for the Advancement of Social Entrepreneurship at Duke University. She is a member of the Advisory Committee of The Philanthropic Initiative as well as the Insight Center for Community Economic Development National Advisory Board. Away from work, Carla likes spending time with her partner, her grown children, and her dog. She enjoys music, movies, theatre, cooking, and spending time outdoors.
Jesse Rogers is Co-Founder and Managing Director of Altamont Capital Partners. Previously, Jesse co-founded and was Co-Principal Managing Director of Golden Gate Capital (GGC). Prior to co-founding GGC, Jesse was a partner at Bain & Company, where he founded and served as the Global Head of Bain’s Private Equity Group (PEG). Under his leadership, PEG became the global leader in advising PE firms. He was also a Director and was elected to the firm’s Governance Committee. Jesse began his career as an officer of Morgan Guaranty Trust Company. He received a Masters in Business Administration from Harvard Business School and a B.A. from Stanford University.
Jesse is a current or past board member of a number of other public and private companies, including: Beringer Wine Estates, Billabong, Employer’s Direct Insurance, Endurance Re (observer), Enjoy, Eye Care Centers of America, Herbalife, Interstate National, Lexicon, Makena Capital (observer), Ruiz Foods, and TauTona. In addition, he has served on several non-profit boards, including: Common Sense Media, Harvard Business School’s Board of Dean’s Advisors, Stanford University’s DAPER Investment Fund, The Stanford Athletic Board (Executive Committee), Stanford Institute for Economic Policy Research (SIEPR), Stanford Parent’s Advisory Board (Co-Chair, with his wife, Mindy), The Stanford Challenge (university capital campaign) Leadership Committee, and the United Way of the Bay Area (board member and Campaign Chair).
Bonnie Boswell is the creator and executive producer of Bonnie Boswell Reports. Bonnie Boswell Reports is a series of 2-minute news stories that appear on PBS SoCal during the PBS NewsHour Weekend. Topics during the first season ranged from homelessness to Herbie Hancock.
Bonnie is also an award-winning producer/reporter, TedxTalks speaker, talk show host and filmmaker. She was the community reporter for NBC News Los Angeles with her own weekly segment. Bonnie won the coveted “Golden Mike Award for Best News Special” for “Seeds of Peace”, an hour-long violence prevention program she created, produced and co-hosted for six NBC-owned stations, starring Martin Sheen and Alfre Woodard.
Bonnie was an associate producer at ABC’s “20/20” and the producer/co-host of “Lawson, Live,” a national talk show on the Hallmark Channel. Her award-winning PBS documentary, “THE POWERBROKER: Whitney Young’s Fight for Civil Rights,” was viewed by over 2 million people and presented at the White House by First Lady Michelle Obama in 2013. Bonnie has been a speaker at Harvard Law School, Harvard Kennedy School of Government, Princeton University, and the Wharton School at the University of Pennsylvania. Her articles have appeared in the Los Angeles Times and Essence magazine. She is a past board member of the Academy of Television Arts and Sciences.
Since founding his investment firm Horizon Holdings, LLC in 1989, Phillip S. Estes (Phil) has been an active investor and acquirer of independent private companies and divisions or subsidiaries of larger corporations. Phil and his business partner have acquired and own controlling or significant interests in 16 companies that are organized into four platforms in the recreational products, food and beverage, food ingredient and consumer product categories, and Phil works with the key executives at each of its companies to build long-term equity value. Phil serves as Co-Chairman of the board or as a board member for all of the companies in which Horizon owns interests including Malibu Boats, Inc. (Nasdaq: MBUU), Horizon Food Group, Inc., California Optical Corp., and Healthy Food Ingredients, LLC. Prior to founding Horizon, Phil was a Vice President in the Corporate Finance Department at Drexel Burnham Lambert where he worked on the acquisitions of private and public companies.
He holds an MBA from Harvard Business School, completed Masters level coursework in Petroleum Geology at Stanford University and holds a BS in Geology from the University of Oklahoma where he graduated Phi Beta Kappa.
Phil is an active community volunteer and leader and is particularly engaged in philanthropy and non-profit work in the human service and education fields. In addition to serving on the REDF Advisory Board, he serves on a number of non-profit boards and is an active volunteer and advisor with numerous organizations, including Larkin Street Youth Services (where he is a two time past Board Chair and a two time past Capital Campaign Chair), the Haas School of Business at the University of California at Berkeley, and the Price College of Business at the University of Oklahoma among others. In 2011 he received the Jefferson Award for Public Service. In his spare time, Phil is the drummer for an aspiring rock band.
Leveraging Partnerships for Second Chances.
As Development Manager, Raquel manages funder relationships for the institutional arm of REDF, working closely with database systems, foundation and government. Inspired by REDF’s mission, Raquel is committed to bridging the gap between people who can and want to work and employment opportunity, all while addressing barriers that directly impact communities. As an Oakland native, Raquel enjoys exploring the city with her pup Ace, following Spanish league soccer, and listening to jazz. Raquel is a graduate of the University of California, San Diego.
Building data solutions that drive progress.
Colin Gage implements, optimizes, and supports the business software solutions for all of REDF’s departments, including managing system interfaces for REDF grantees and collaborators. He is excited about the potential for data driven solutions to deliver positive changes in social impact investing that can scale up to make a difference nationwide. Prior to joining REDF, Colin worked as budget director for the East Bay nonprofit Rubicon Programs. Colin holds a BS and MS in electrical engineering from UC San Diego. In his free time, Colin enjoys hitting the gym and spending time with his family.
Based in Chicago, Natalie provides mentoring and strategic guidance to REDF Social Innovation Fund portfolio organizations in Chicago, Indianapolis, and Boston. As an associate board member of New Moms, a REDF a social enterprise that supports formerly homeless young mothers, Natalie brings firsthand experience to her position, having witnessed how employment has the power to transform lives, especially for those who face barriers, like criminal backgrounds, transient living situations, and young motherhood. As a single mom and underrepresented minority with the privilege of a supportive community and access to ample education and career opportunities, Natalie is personally invested and heavily committed to using her business skills to close the gaps in career pathways. A graduate of the Wharton School at the University of Pennsylvania, Natalie also holds a MBA from the University of Chicago Booth School of Business. In her spare moments Natalie plays a mean game of competitive volleyball, likes to travel, paint, and spend time with her daughter Gabrielle.
Building High Impact Partnerships.
As the Northern California Regional Partnerships Manager, Jalpa Patel leads REDF’s NorCal ecosystem work—organizing a regional private-public partnership in the Bay Area with social enterprises, businesses, philanthropies, non-profits, government agencies, and educational institutions with the goal of creating job opportunities for people overcoming barriers to employment. Jalpa is currently working to build the social enterprise ecosystem in Alameda, Contra Costa and San Francisco Counties. Before joining REDF she spent four years at United Way in various roles, including Director of Rise Together, a partnership of over 200 Bay Area organizations joining together to cut poverty in half by 2020—an experience which is greatly informing her work at REDF to create a Bay Area ecosystem that will support and grow the social enterprise movement.
Jalpa was born and raised in Leicester, England. She received her B.A. in Sociology and Politics at the University of Northampton and her M.A. in International Relations at the University of Leicester, England. Prior to moving to San Francisco in 2012, she worked as a Child Protection Coordinator for Leicestershire Police Department as a case manager for at-risk children. In her free time Jalpa enjoys cooking and travelling.
Jobs and justice for healthier communities.
Tracy Lam-Hine is a portfolio manager overseeing REDF’s grants and investments in the Bay Area, Seattle, and Texas. He has an additional focus on youth-serving programs, the healthcare and public health sectors, and program evaluation. Tracy’s passion for social and economic justice underlies his commitment to REDF’s social enterprise approach and, more broadly, creating healthy communities by providing employment opportunities for all. Tracy has a BS from UC Berkeley, an MBA and certificate in public health from the University of Washington, is a competitive swimmer, and enjoys traveling to warm places, live music, and hiking with his Shiba Inu named Mochi.
Partner – Business Advisory Services
Grant Thornton LLP
Los Angeles, CA
Reframing business as an engine for positive change.
Portfolio Analyst Antonio Fernandes ensures the portfolio team has the data they need to make informed decisions when it comes to supporting our Social Enterprise Portfolio organizations. Antonio joined REDF as an accountant. Inspired by REDF’s focus on building the infrastructure for a real Social Enterprise movement Antonio provides technical assistance to the portfolio, manages data quality in Salesforce, and assists with consultant selection. Antonio’s background includes college internships at local nonprofits, assisting teachers in public schools, and working for Grant Thornton, LLP as an audit associate. Antonio graduated from San Francisco State University with a BA in Business Administration. He enjoys playing music, and catching the latest film and dance event in the city.
Developing leaders in employment social enterprise
As the Senior Associate of Leadership Programs, Anastasia efforts focus on REDF’s two leadership programs. One is the Farber Internship Program that provides the opportunity for graduate students pursuing their MBA or other relevant degree program who want to apply their skills and passion for the social sector and workforce development to support employment social enterprises for the summer between their first and second years. The second program Anastasia supports is the SE4Jobs Accelerator – REDF’s new specialized program that brings together a cohort of social enterprise leaders who implement transitional employment models that serve individuals seeking to overcome barriers to employment. Prior to joining REDF, Anastasia worked at Teach For America on their School Systems Leaders Fellowship. Anastasia holds a B.A. in Sociology from the University of Pennsylvania. She has a love for languages, the great outdoors, cooking, volleyball, and spending time with her siblings.
Crossing Industry Lines for Social Innovation.
Project Coordinator Trini Rios plays a supportive role for the Programs team in Los Angeles, providing administrative assistance, facilitating internal and external communication, and conducting events surrounding REDF’s strategic partnerships and field building initiatives. Drawn to innovative, interdisciplinary approaches to social impact, Trini previously worked at an entertainment and sports agency, where she leveraged her background in the nonprofit space and the power of popular culture to provide philanthropic advising to celebrity clients. She holds a BA in Communication for the University of Southern California. As a native Angelino with a lot of pride in her city, Trini enjoys exploring the SoCal outdoors, particularly the beach, and taking full advantage of the cultural treasures LA has to offer.
Providing mission-directed financial guidance.
Chief Financial and Administrative Officer David Samuels is responsible for leading and managing finance, information technology, human resources, legal compliance, and facilities. David and his teams work to deliver outstanding services to internal and external clients with an approach based on continuous incremental improvement, systems enhancements, and strong collaborative teams.
After earning his CPA while at Arthur Andersen, and his MBA from UC Berkeley, David has accumulated over 25 years of CFO-COO experience in different industries and geographies, including CFAO of Bio-Rad Laboratories French subsidiary in Paris, Director of Finance at eBay in San Jose, CFO at Backroads in Berkeley, and CFO-COO at Rubicon Programs, Inc. in Richmond, CA. David has also acquired considerable experience in the Social Enterprise sector from his work at Rubicon Programs where he was involved in managing and growing bakery and landscape service social enterprises, along with social service programs.
In addition to his CFO work, David has an undergraduate background in the sciences, and several years of field research experience with the University of California and the Israeli Institute of Agricultural research. He has also done more than his share of manual labor, driving trucks, tractors, field work, kitchen work, and more. David has traveled extensively, holds dual citizenship in the U.S. and France, and is an avid cyclist, hiker, and gardener.
San Francisco, CA
Building partnerships for impact.
As Director of Development, Johanna is responsible for leading REDF’s fundraising and donor stewardship activity, ensuring that REDF’s donors receive the highest social return for their investment. Johanna brings 12 years of development experience to the role and, prior to arriving at REDF, she secured major philanthropic and institutional investments for international development projects led by organizations such as Impact Carbon, Restless Development, and Concern Worldwide. Johanna joined REDF because of its sound strategy and focus on driving systemic change. Johanna holds an MA in political science from the University of Glasgow. In her free time, Johanna enjoys surfing, writing and playing the guitar.
Finding new pathways to prosperity
As Vice President of Policy and California Initiatives, Julie advances the growth and adoption of social enterprise and its employment model as an equitable economic and workforce development solution by managing REDF’s flagship initiatives in California and advancing national, state, and local policy initiatives. Julie is responsible for designing and implementing ambitious policy plans that leverage national and local opportunities and engage a diverse array of public and private stakeholders.
Julie spent over three decades in the non-profit and public sector working for social and economic justice, with a focus on equity and access to education and economic self-sufficiency. She has extensive experience in policy development, advocacy and building strategic partnerships among all levels of education, workforce and economic development, and government. During the Welfare Reform era of the mid 1990’s Julie developed policy and programs in child care and family support at a regional and national level with Bay Area counties, and then with the Insight Center for Community Economic Development (then known as NEDLC).
From 2003-2011, Julie was the policy advisor to the Mayor of Berkeley on youth and education, workforce development, job creation, and health and social services. As Chief of Staff, she advised the Mayor on regional, state and federal policy development and was the responsible for intra- and inter-governmental and media relations. Julie joined REDF after four and a half years working for UC Berkeley and then the California Community College system facilitating inter-segmental, cross-sector collaboration to increase opportunities for young people and adults to obtain education and career training.
Julie was born and raised in the Bay Area, received her B.S. in Community Service and Public Affairs at the University of Oregon and her Masters of Public Administration at University of San Francisco. When she can, she enjoys traveling with her husband, visiting her son in NYC and her daughter who is attending University of Michigan (Go Blue!).
Lewis Byrd is President of Lancs Industries, the largest manufacturer of radiation protection and containment products serving the U.S. nuclear power and Department of Energy waste remediation sectors. From 1990 thru 2008 Mr. Byrd served as a General Partner of Opportunity Capital Partners, a private equity firm focused on investments primarily in the media and telecommunications sectors. He has served as a board member of numerous private companies.
Mr. Byrd served as a Member of the Alumni boards and Executive Committee of the Harvard Business School and Harvard University. He served for nine years as a Trustee of SFJAZZ, and as Board Chair from 2005 thru 2008. He served as Board Chair of the Tri-City Homeless Coalition in Fremont, California; and as a Trustee and member of the Executive Committee of the Oakland Zoo. He holds a BA in Economics from Harvard University and an MBA in General Management from the Harvard Business School.
Laying Down the Beat for Social Enterprise
Manager, Technology & Offices, Matthew Horgan manages the Information Technology and Office Operations departments by managing REDF’s helpdesk, providing administrative support to the office, and serving as the contact point for vendors and other outside agencies. After learning about REDF in college, Matthew joined the organization as soon as the opportunity arose. Inspired by REDF’s progressive efforts to quantify the intangibles in the social enterprise space, he’s committed to expanding the organization’s role as a living model for socially responsible businesses worldwide. Matthew would like to one day start a social enterprise focusing on rehabilitation and reentry to society by providing housing and employment to those in need. A lifelong musician who composes music for the piano and guitar, he loves San Francisco’s cultural diversity and is an avid explorer of Northern California’s natural wonders.
As REDF’s representative for the City of Los Angeles’ LA: RISE pilot program, Ashley Cordero is responsible for coordinating and providing technical assistance to a network of employers and service providers to achieve successful social enterprise and employee retention outcomes. Using REDF’s hands-on entrepreneurial model, Ashley is building on the existing Los Angeles-based social enterprise network and documenting their impact. Her previous experience as a program manager for the social business TOMS is key to help REDF create locally-based programs that address issues such as homelessness, recidivism, and at risk youth. . A graduate of UCLA, Ashley is committed to maximizing outcomes at the intersection of business and social impact. An aspiring vegan cook, she also enjoys exploring the outdoors and reading.
Community development through education and employment.
Portfolio Manager Jeff Bergquist provides operational, strategic, and financial assistance to REDF’s social enterprises. As a 2014 Farber Intern, Jeff helped Goodwill of Silicon Valley explore a range of new social enterprise opportunities. Now based in San Francisco, he continues to help Goodwill and other organizations in the REDF portfolio realize their growth potential. Driven by REDF’s culture, mission, and social enterprise model, he’s committed to achieving community development through improved K-12 education and adult employment. Jeff has a B.A. in Economics from Stanford University, an M.B.A. from the Stanford Graduate School of Business, and a M.Ed. from Arizona State University. An avid puzzler and sports enthusiast, he enjoys playing golf and reading crime thrillers.
Communicating for Good
As Director of Marketing & Communications Lori brings to REDF over 20 years of experience helping nonprofits and foundations increase the impact of their work by embracing the power of branding and strategic communications. Lori started her career in the for profit sector, managing accounts and conducting qualitative research at advertising agencies in NY and SF. Lori’s move into the nonprofit sector was driven by her firm belief that the principles of marketing could be used to benefit society, not just encourage consumption, and she has been turning that belief into reality ever since. Prior to joining REDF, Lori applied her skills to helping a number of prominent nonprofit organizations use marketing and communications for good, including the KIPP Foundation, the Insight Center for Community Economic Development, and the Jewish Community Federation of S.F.
Now that she has gotten her only child off to college, in her newly realized spare time, Lori likes to hike in the beautiful Mount Diablo open space, swim, cook, enjoy time with friends, laugh, and ponder the human condition. Lori graduated with honors from Rutgers University with a BA in psychology. She received her MBA from the University of Chicago Booth School of Business with a concentration in marketing and decision science.
Knowledge + Insights = Impact.
As Learning and Impact Manager, Nicholas is responsible for developing knowledge and insights around the impact of REDF’s social enterprises and sharing this expertise internally and in the field. His colleagues’ dedication to REDF’s mission inspires Nicholas to apply its social enterprise model to problems such as unemployment and homelessness. After earning his BA in Politics from the University of Durham in England, Nicholas received an MBA at NYU. In his free time, he enjoys browsing used book and record stores and seeing live music.
New York, NY
Keeping those we serve at the forefront of the conversation.
Chief Program Officer Carrie McKellogg is responsible for advising REDF’s portfolio teams on strategic direction for their investments. Whether testing for optimal combinations of employment and services, identifying social enterprise models that can be scaled, or building partnerships with small and large employers, Carrie provides leadership that is fundamental to their success. As manager of the Learning and Impact team, she drives the evidence-based evaluation of REDF’s investments to inform future funding decisions.
After fifteen years in international policy and development, Carrie came to REDF because of its clear mission focus and unique, market-based approach to supporting enterprises that create jobs for those who need them most. Inspired by core values that promote good communication and inclusion, she’s committed to using innovation to achieve REDF’s goals and ensure it remains a leader in the field. A graduate of UC Berkeley with a BA in Political Science and Portuguese and Spanish Literature, Carrie also has an MA in International Economics from the Johns Hopkins School of Advanced International Studies. An avid traveler, she enjoys spending quality time with her family and playing the piano.
Empowering communities to change their future.
Field Building Associate Tyré Ellison provides administrative and project support across a wide range of functions at REDF. Driven by a passion for strengthening and sustaining communities, he’s inspired by the limitless opportunities at REDF to learn and share ideas. A graduate of the University of California at Berkeley, Tyré joined the football team as a walk-on defensive back before eventually earning a full athletic scholarship. After receiving his B.A. in Social Welfare he became a recipient of the prestigious Coro Fellowship in Public Affairs, working with non-profits, government agencies, and businesses in Pittsburgh, PA to develop and mobilize networks of leaders to collaboratively affect change. Tyré loves sports, food, travel, and spending time with his family.
A commitment to lifelong learning.
Senior Accountant Kendrick Gatmaitan supports REDF’s Finance Team by streamlining accounting processes to create greater efficiency in financial reporting. While managing REDF’s invoicing process, he maintains a system of checks and balances that assures timely payment and accurate reconciliations. Driven by his interest in the social enterprise model and the organization’s comradery, Kendrick came to REDF to develop his skills in non-profit accounting. A graduate of San Jose State University with a BS in Business Administration, Kendrick is an active member and past president of the Rotaract Club of Greater Fremont, a professional development and community service organization affiliated with Rotary International. When not at work, he enjoys reading, exercising, learning to cook, and playing guitar and piano.
Impactful long term planning
As Director of Finance, Peter brings over a decade of financial and consulting experience to help REDF implement its 2016-2020 plan and periodic action planning and provide advice for systems implementation projects. His goal is to help REDF find the most impactful way to execute its long term plan and expand its menu of solutions for people facing the greatest barriers to work. Peter worked as REDF’s primary financial consultant for over a decade before joining as Director of Finance.
Improving lives by investing capital and expertise.
Portfolio Manager Galiana Fajardo provides program design and employer supports assistance to REDF’s portfolio organizations. In addition to leading a project to benchmark social enterprise characteristics and build a system-wide understanding of the field, Galiana is building a collection of innovative program designs that support employee retention and placement at REDF portfolio organizations. Additionally, she researches best practices to help low-income families achieve self-sufficiency and evaluates the viability of client organization business plans. Previous to REDF, Galiana worked with organizations to support low-income Bay Area residents gain financial stability. She holds a BA in International Development from U.C. Berkeley. In her free time, Galiana enjoys playing volleyball and exploring the Bay Area’s many eateries.
George Montgomery is the Chief Financial Officer and a member of the Executive Committee for Coherus BioSciences, a private biotechnology company based in the Bay Area. Prior to Coherus, George worked in investment banking for over 25 years and focused on health care companies for most of his career. He served as a Managing Director at JPMorgan H&Q and Cowen & Company and also worked at CSFB. Since moving to the Bay area in 1993, he has focused on raising capital and strategic advisory work for entrepreneurial biotech and medtech companies. George earned a bachelor’s degree in Political Science at Yale and an MBA in Finance at Wharton business school.
George currently serves as a Board Member and Treasurer for the Yale Crew Association and is active in fundraising for Yale. George also serves on the University of the Pacific’s Parents Leadership Council. In the past, he has served on the Cal Parent’s Board, the ICMS Board (a non-profit health care organization) and coached AYSO soccer for 17 years.
Lending a hand to help others succeed.
Development Manager Danny Ho manages REDF’s donor database system and reports on private foundation awards to support the cultivation of institutional funders. Inspired by his belief that a job is the first step to a better life, Danny is committed to helping people gain a firm foothold toward a brighter future. Danny was drawn to REDF’s inclusive organizational culture committed to realizing an ambitious mission. An avid reader whose interests range from current events and business profiles to fantasy, he enjoys exploring San Francisco’s restaurant scene and playing with his Shetland Sheepdog, Lily.
Respect and compassion have no boundaries.
Executive Assistant Arthur Weiss supports REDF’s CEO, Carla Javits, including general administrative support, scheduling, financial reconciliation, content management, and as a liaison to REDF’s Board of Directors. REDF’s dedication to social and economic justice through local, sustainable social enterprise and job creation inspires Arthur, as does the staff’s commitment to human rights, respect, and dignity for all. Arthur received his B.A. in English Literature and Creative Writing from Earlham College. Arthur enjoys his free time making art, skateboarding, weightlifting, and building bonfires at Ocean Beach.
Stronger organizations through smarter grantmaking.
As REDF’s VP, Investments & Advisory Services, Nicole Simoneaux manages relationships with grantees, leveraging resources to help social enterprise organizations scale their activities to best meet community needs. Nicole also helps our portfolio team articulate what we are learning from our role as engaged grantmaker that would benefit the broader field of social enterprise. After serving as Director of Advisory Services for the Nonprofit Finance Fund where she worked with a variety of organizations to build financial management capacity and improve capitalization, Nicole is now refining REDF’s approach to sustainability planning to ensure that grantees are stronger over the long-term. Nicole came to REDF ready to apply her experience to a single target population and build deeper relationships with portfolio organizations. Nicole has a BFA from NYU and MBA from the University of Wisconsin and is the Board Treasurer for Young Audiences of Northern California. In her free time, she enjoys watching football, snowboarding, and listening to live music around the Bay Area.
Social Enterprise Urban Aquaponic Ag Tech Consulting firm
COO and VP of Human Resources
The San Francisco Foundation
San Francisco, CA
The Life you Can Save
Bainbridge Island, WA
Executive Vice President
The Men’s Wearhouse
Managing Director of Social Innovation
Palo Alto, CA
Associate Director and former President of REDF
The Grable Foundation
Blended Value Group
San Francisco, CA
Director of Communications and Media
San Francisco, CA
Vice President, Programs
California Community Foundation
Los Angeles, CA
LaTour Hotels and Resorts
San Diego, CA
Paulette Goddard Professor of Public Service
New York University
New York, NY
San Diego Foundation
Executive Vice President (retired)
San Diego, CA
O-H Community Partners
San Francisco, CA
Mill Valley , CA
Senior Vice President
Bank of America
San Francisco, CA
Professor of Public Policy
Goldman School of Public Policy, UC Berkeley
Director of Entrepreneur-to-Entrepreneur Program
The 360 Group
San Francisco, CA
The Workers Lab
Program-Related Investment Officer
The David and Lucile Packard
Los Altos, CA
Social Capital Advisor
Los Angeles, CA
Global Impact Chair
San Francisco, CA
Principal and former Managing Director of REDF
Melinda Tuan Consulting
Professor of Clinical Entrepreneurship
Marshall School of Business at the University of Southern California
Los Angeles, CA
Chief Financial Officer
Krohn + Co. CPA and TSG Consumer Partners
San Francisco, CA
643 Capital Management
San Francisco, CA
George R. Roberts graduated from Culver Military Academy in 1962. He attended Claremont McKenna College, graduating in 1966 and attended the University of California (Hastings) Law School, graduating in 1969.
He was one of the founding partners of KKR in 1976. Today, KKR is a leading global investment firm that manages investments across multiple asset classes including private equity, energy, infrastructure, real estate, credit and hedge funds. Prior to founding KKR, Mr. Roberts was in the corporate finance department of Bear, Stearns & Co. from 1969-1976, having become a partner at the age of 29.
He has been the director of several public and private corporations as well as cultural and educational institutions. Civic organizations include: Board of San Francisco Symphony, Board of San Francisco Ballet, Board of Fine Arts Museum and the Board of Trustees for Claremont McKenna.
Adam joined Google in 2003 and leads YouTube’s global content partnerships focused on Sports, News, Education and Platforms. He recently returned to California after three and a half years in Tokyo where he led YouTube across Asia Pacific as Director of Product Management, and he previously led Google’s product development and strategy across the region. Previously, he played an integral role in launching and growing Google Book Search and managed several Google Search products including News, Finance, and Scholar.
Prior to joining Google, Adam was a VP of New Media for Random House Inc. (Bertelsmann), where he was responsible for digital strategy and new technology initiatives. In that role, Adam actively participated in Random House’s venture capital and corporate development initiatives. He also worked in media and telecommunications investment banking in New York and Hong Kong.
Adam received an MBA from the Stanford Graduate School of Business and a B.S. from the University of California at Berkeley.
Dan Rose is the Vice President of Partnerships and Platform Marketing at Facebook. Dan is responsible for Facebook’s worldwide business development and M&A activities, and he leads product marketing and partnerships for Facebook Platform and Credits. Dan joined Facebook in 2006 after seven years at Amazon.com where he held various positions in business development and general management, including his last role where he helped incubate and develop the Amazon Kindle. Dan earned a bachelor’s degree at Harvard University and attended the University of Michigan Business School for one year before joining Amazon. Dan currently sits on the board of Borders Group, Inc.
Chris O’ Donnell has been acting professionally since the early 1990’s. He appeared in major motion pictures including Fried Green Tomatoes (1991), Scent of a Woman (1992), Mad Love (1995) and Vertical Limit (2000). Mr. O’ Donnell earned much of his fame from his acting roles in NCIS: Los Angeles (2009-present) and Batman (1997). He took an interest in philanthropy using his celebrity to bring attention to important social concerns. In 2000, Mr. O’ Donnell participated in a golf event, raising over $500,000 for the Motion Picture and Television Fund. He was featured in a video for America Wants You campaign in 2012, urging companies to think about the 800,000 unemployed veterans first when making hiring decisions.
Mr. O’ Donnell was born in Winnetka, Illinois. He attended Loyola Academy (Chicago) and UCLA and graduated from Boston College in 1992 with a BA in Marketing. Aside from his current involvement in acting and philanthropy, Mr. O’Donnell is also dedicated to spending time with his wife and five children.
Mack Jenkins recently retired as Chief Probation Officer for the County of San Diego. Named “Law Enforcement Official of the Year” by the San Diego County Crime Commission in 2011, Chief Jenkins has more than 33 years of experience in the criminal justice field. Prior to joining San Diego County in December of 2007, Chief Jenkins served as Director for the Orange County Probation Department in Anaheim California.
While with the Orange County Probation Department, Chief Jenkins managed the Adult Field Services, Juvenile Field services and Adult Court Services Divisions for Orange County Probation. In those roles, he was responsible for the supervision of more than 6,000 adult offenders, 2,800 juvenile offenders, 3,500 felony substance abuse offenders, and almost 500 felony chronic drug offenders in Orange County Drug Courts.
During his career, Chief Jenkins has also been responsible for the design and implementation of an intensive supervision program for sex offenders, overseen the development of a special supervision program for domestic violence offenders, and has also worked with incarcerated juvenile offenders as the Assistant Director of a Juvenile Detention facility.
Chief Jenkins is a former adjunct instructor of criminal justice with the Rancho Santiago Community College District in Orange County and holds a Bachelors degree in Criminal Justice from the University of California at Irvine and a Master of Science degree in criminal justice from California State University at Long Beach.
A Special Profile – The Difference a Job Makes: REDF Board Member Chet P. Hewitt and the Transformative Power of Work
REDF Board member Chet P. Hewitt knows from personal experience the difference a job can make. As a troubled teenager, Hewitt had been incarcerated in Rikers Island. The arc of his life changed when two men in his neighborhood offered him a job and put him to work after his release. In short order, Hewitt began to turn his life around: he entered college, earned a degree in law, and pursued a career in social services.
As Director at The Center on Juvenile and Criminal Justice, Hewitt worked with youth that were cycling in and out of the system, just like he had. These were young people in trouble for theft, property crimes, or dealing drugs. The crimes they committed weren’t an aberration, Hewitt recalls. “Often the reason was economic, as many youth needed to help pay the rent and buy groceries.” When he asked about the one thing the system could do to help, most responded, “Can you get me a job?”
Today, Hewitt is the CEO of Sierra Health Foundation, a private philanthropy that provides grants to nonprofits that promote health and wellness in 26 counties in Northern California. In that role, Hewitt sees the direct connection between jobs and health. “Communities that lose their economic viability, families that lose wage earners, and individuals that lose jobs often experience declines in their health,” he says.
That insight, coupled with his own personal experience, drives Hewitt’s passionate advocacy for the transformative nature of work. It’s just one of the reasons Hewitt serves on the REDF Board. REDF’s ability to invest in organizations that provide jobs while supporting the people they employ, Hewitt says, “is incredibly powerful and an example of what impact philanthropy is all about.” The beauty of REDF, according to Hewitt, is that “it doesn’t judge people based on what has impeded their ability to find gainful employment in the past. Rather, it looks at how jobs can transform their lives and communities in the future.”
As CEO of a regional foundation, Hewitt recognizes the power of a system-wide approach to change. “What REDF understands is that success in social enterprise cannot be a one-off,” Hewitt says. “REDF is working to take idiosyncratic success and turn it into a field. REDF knows there are models, structures, and lessons to be deployed and scaled up nationally.”
Hewitt knows the model can be successful. After all, he’s lived it. “My life’s trajectory changed when I was offered a job,” Hewitt says. He offered this challenge: “Think of what could be achieved if you take my simple story and multiply it millions of times over.”
More about Mr. Hewitt –
Chet P. Hewitt has more than 25 years experience working in the public and nonprofit sectors, and has served as the President and CEO of Sierra Health Foundation since September 2007. During his tenure at Sierra Health, Chet has been credited with increasing the foundation’s impact by establishing new mission-driven grant programs and creating local, state and national partnerships.
Prior to joining the foundation, Chet spent five years as the Agency Director for the Alameda County Social Services Agency, where he was credited with transforming its child welfare system into a national model. He also worked as Associate Director for the Rockefeller Foundation in New York, and established and managed the West Coast office in San Francisco. Chet has received several national awards, including the Annie E. Casey Foundation Child and Family Leaders Fellowship and the 2009 Black Child Welfare Administrator of the Year.
Chet is a frequent lecturer on philanthropy and public sector leadership, and advises localities around the country on issues related to the transformation of public systems. Chet serves on several boards, including Grantmakers in Health, Social Interest Solutions, Public Policy Institute of California’s Advisory Board, United Way of the California Capital Region, Sacramento Metro Chamber and Valley Vision.
Born and raised in New York City, Chet credits life experience as the source of his commitment to serve those less fortunate than himself. In addition to his work, he enjoys cycling and gardening. Chet and his wife, Laura, are active partners in raising their sons, Chet and Stephan.
Elizabeth Y.A. Ferguson is the Managing Director of the Drexel Oceania LLC. Prior to joining Drexel Oceania LLC, she was the Executive Vice President and Managing Director of the Bay Area Family of Funds at the Bay Area Council where she managed private equity and venture capital funds: Bay Area Smart Growth Fund I and II, Bay Area Equity Fund I and DBL Equity Fund – BAEF II. The Family of Funds are “double bottom line” funds created to deliver market rates of return, and at the same time, significant social, economic and environmental returns to low and moderate income communities.
Ms. Ferguson was also a financial executive with Bank of America for over twenty years. She most recently served as Managing Director and Head of Marketing for Bank of America’s Global Corporate and Investment Bank. Ms. Ferguson’s broad background in financial services includes management positions with Bank of America in the U.S. and Asia, with industry expertise in technology, energy, construction, manufacturing, healthcare and consumer products. She has held senior roles in corporate and investment banking, strategic planning, marketing, and finance.
Ms. Ferguson is a native of San Francisco and a resident of the Bay Area. She is a summa cum laude graduate of UC Berkeley with a B.A. in political science and has an MBA from Stanford Business School. Ms. Ferguson serves as Board President of California-Asia Business Council and on the boards for the Alliance for Community Development, Drew School, On Lok, Inc., REDF, Summerbridge and the Bay Area advisory board of US Bank.
As the founder and managing director of H. Barton Asset Management, Harris Barton actively manages a $30 million fund that specializes in providing investment capital to up-and-coming VC-backed technology startups. Prior to H. Barton Asset Management, Mr. Barton was a founding partner of HRJ Capital, an investment firm specializing in private equity funds.
Mr. Barton became a private equity investor during his football career, where as an All-Pro offensive lineman for the San Francisco 49ers he earned three Super Bowl wins. Today, he brings the same passion, dedication and teamwork to both his financial and philanthropic endeavors. In 2004, Mr. Barton founded Champion Charities with his friend and former NFL teammate Ronnie Lott. Dedicated to eradicating brain cancer and helping those afflicted with the disease, the charity has raised more than $7 million for research and patient care. Embracing his mantra of “always give back,” Mr. Barton also focuses his energy on helping and inspiring disadvantaged youth through motivational speeches, volunteer programs and fundraising events. Mr. Barton holds a BA in Finance from the University of North Carolina.
Stuart Davidson is a Managing Partner of the early stage, technology-focused venture capital fund, Labrador Ventures. He is also a founder and Chairman of Sonen Capital, an asset management firm delivering competitive investment returns with meaningful impact. Previously, Stuart served as CEO of Combion, Inc., which was later acquired by Incyte. He was also President of Alkermes, Inc., and worked for MCI Communications and Warner Communications where he was responsible for the development of a number of information technology business opportunities.
In addition to serving as Vice Chair of REDF, Stuart is a Trustee of Woodcock Foundation, Board Chair of IDEO.org and a founding funder and board member of Acumen. Stuart is a graduate of Harvard College and Harvard Business School.
Leveling the playing field to ensure a fair chance for everyone.
REDF’s President and CEO, Carla Javits, provides the leadership and vision that drives its mission to provide equity-like investments and business assistance to social enterprises, mission-driven businesses focused on hiring and assisting people facing barriers to work. Inspired by the leadership of REDF’s founder, George R. Roberts, Carla focuses on achieving measurable results by leveraging the business community’s knowledge, networks, and resources, and the dedication of the social enterprise sector to create pathways to employment for men and women who are striving to overcome histories of homelessness, incarceration, mental health, substance abuse challenges, and limited education.
In overseeing strategy, relationship building, and fundraising, Carla works directly with the leadership team as well as the Board of Directors and Advisory Council that are instrumental to REDF’s success. In leading an expansion from the Bay Area to Southern California, and in 2016, to 18 other states around the country, Carla has laid the foundation for REDF to impact the lives of tens of thousands more people nationwide. Under Carla’s leadership, REDF has been awarded two, prestigious federal Social Innovation Fund grants by the Corporation for National and Community Service. Additionally, Los Angeles Business Times awarded REDF the Nonprofit Social Enterprise of the Year award, and San Francisco Magazine recognized Carla in their list of innovative Bay Area Philanthropists. Carla is called on frequently to share her expertise at a variety of domestic and international conferences and speaking engagements, including the Social Enterprise World Forum in Milan, Italy, the Social Traders Master Conference in Melbourne, Australia, and the upcoming American Enterprise Institute “Disruptor” Series in Washington, DC.
Before joining REDF, Carla was the national President and CEO of the Corporation for Supportive Housing, where she was responsible for providing grants, loans, and technical assistance to service-enriched housing initiatives that ended homelessness for tens of thousands. She was Program Analyst with the California Office of the Legislative Analyst and Director of Policy and Planning for the San Francisco Department of Social Services.
Carla holds a BA and Master’s in Public Policy from UC Berkeley. She serves on the Board of Directors of the Social Enterprise Alliance and the Melville Charitable Trust and as an Advisor to the Center for the Advancement of Social Entrepreneurship at Duke University. She is a member of the Advisory Committee of The Philanthropic Initiative as well as the Insight Center for Community Economic Development National Advisory Board. She is the President of the Marian B. & Jacob K. Javits Foundation. Away from work, Carla likes spending time with her partner, her grown children, and her dog. She enjoys music, movies, theater, cooking, and being outdoors.
Follow Carla on Twitter: @cjavitsredf
Telling powerful stories to transform lives.
David Coy is the Senior Marketing and Communications Associate. While working for a social enterprise organization in New Orleans, David saw firsthand how this approach could break the cycle of poverty for young people and their families. After moving back to California, David spent three years working in development and started producing videos for several nonprofits. David recognized REDF as the ideal place to use his media production skills to tell the powerful stories that transform lives. Along with his passion for cooking, David enjoys exploring the outdoors in Northern California.
Developing the social enterprise leaders of tomorrow.
As the Director of Leadership Programs, Christina Gilyutin oversees two programs at REDF—the SE4Jobs Accelerator and the Farber Program. Launched in 2016, the SE4Jobs Accelerator is the only program of its kind designed to develop leaders and build the capacity in social enterprises around the country. The Farber Program is a highly competitive leadership initiative for graduate students (primarily MBAs) with a passion for social change. The Program places graduate students in social enterprise businesses that provide hands-on experience, the opportunity to make a real impact, and build essential skills and networks critical to the growth of social enterprise. Christina is always looking for ways to engage with, and activate the powerful network of over 150 Farber Alumni. Christina has a BA in International Relations from Stanford University and a dual MBA/MS in Natural Resources & Environment from the University of Michigan’s Erb Institute for Global Sustainable Enterprise. She’s an avid cyclist, snowboarder, and recycler who also enjoys stand-up comedy and acrobatics.
Realizing the vision and commitment of social enterprise.
As the Human Resources Manager, Mariana oversees human resources for REDF’s San Francisco and Los Angeles offices. She works intently on developing an environment in which the staff can thrive, and is consistently equipped to achieve its ambitious goals as internal operations grow and evolve. After working for a direct service employment program for adults with developmental disabilities, Mariana saw an opportunity to continue providing employment to underserved populations at REDF. She was drawn to REDF’s vision and commitment to its values in social enterprise and its dedication to providing fair and equal employment opportunities. Away from work, Mariana enjoys spending time with her family.
Leave no one behind.
As Associate Director, Investments and Advisory Services, Karen Chern’s responsibilities include providing business mentoring and hands-on strategic business assistance to REDF’s portfolio organizations and other grantees. Along with managing relationships, she contributes to REDF’s industry strategy work. By applying REDF’s rigorous analytics with a commitment to sharing best practices, Karen’s work helps shape the future of the social enterprise space. Karen graduated with a BA in Economics from Duke University and an MBA from the University of Michigan’s Ross School of Business, where she helped run the University’s Social Venture Fund. She came to REDF as a 2012 Farber Intern at the Weingart Center’s 360 Degree Solutions. As a Senior Portfolio Associate, she is getting hands-on experience in applying business sector skills to social enterprise and philanthropic ventures. Karen is committed to exploring her current home of Los Angeles, where she engages in her passions for dance, cooking, and reading.
Driving systemic change.
Vivienne Lee brings deep expertise to her role as Principal Consultant, Strategic Partnerships. Vivienne leads REDF’s expansion strategy, builds partnerships, and creates pilot programs that can serve as models as REDF scales a social enterprise ecosystem nation-wide. Working at the intersection of social impact and business value, Vivienne believes REDF can serve as an intermediary to develop the critical connections required to build businesses that create jobs. Prior to joining REDF, Vivienne led Citibank’s community development efforts. She earned a Master’s Degree in City Planning from MIT and attended Occidental College. In addition to serving on the Board of Directors of the Little Tokyo Service Center Community Development Corporation and the Skid Row Housing Trust, Vivienne enjoys finding undiscovered culinary destinations in LA.