Investor login
FLA login

800-828-9093

A Faith Community Non-Profit Foundation Serving The United Methodist Church: Eastern Pennsylvania, Peninsula-Delaware, and the Baltimore-Washington Conferences.

Our Staff

Daily business operations of the Foundation are administered by the Executive Director of the Foundation, Jack Brooks. The Executive Director is supported by our Associate Director, Frank Robert, and our Operations Manager, Tracy Brown.

 

Jack Brooks

Executive Director

Jack Brooks

Jack possesses over 20 years’ experience as a registered representative and financial advisor. He lends his expertise to many non-profits in the Philadelphia area, serving as a Board or Chair member with Radnor Studio 21, Taste of Radnor Restaurant Show, Ocean City Rowing and Athletic Association, Ocean City Beach Patrol, Philadelphia Wooden Boat Factory, and Wildcat Masters Swim Association. Jack graduated from James Madison University with a B.S. in Hotel and Restaurant Management.

View Bio
Rob Morgan

Rob Morgan

Chief Investment Officer

Rob Morgan

Rob is the Chief Investment Officer for the Mid-Atlantic United Methodist Foundation. He appears periodically on national media outlets to discuss economic and market topics. He is one of the 50 market-watchers who participate in the CNBC Fed Survey before every Fed meeting. He has been Chief Investment Strategist for Fulcrum Securities, President of Dearden, Maguire, Weaver, and Barrett LLC, Investment Strategist at Janney Montgomery Scott, and Chief Investment Officer for Fulton Financial Advisors. Rob graduated cum laude from Vanderbilt University with a Bachelor of Science degree. He continued on at Vanderbilt where he was awarded a Master’s in Business Administration. Upon graduating from Vanderbilt Rob served as a submarine officer in the U.S. Navy.

View Bio
Frank C Roberts

Frank C. Robert, Jr.

Associate Director

Frank C. Robert, Jr.

As Associate Director, Education, Frank also serves on MAUMF’s Stewardship, Investment, and Marketing Committees, and is a Lay Member to the Annual Conference for St. Paul’s UMC Sykesville. Outside of MAUMF, Frank is the former President of the Sykesville Town Council; a Liaison to ESCAPE Ministries; and a Rotarian. He also enjoys coaching many local sports teams. A former Lay Leader of St. Paul’s United Methodist Church (2004-2007), Frank spent 22 years in medical sales after receiving his B.A. and M.ED. from The College of William & Mary, as well as an M.B.A. in Business Administration from Loyola College.

View Bio
Tracy Brown

Tracy Brown

Operations Manager

Tracy Brown

Tracy’s extensive accounting background includes experience in accounts receivable, credit management, and real estate. She graduated from Villanova University with a B.S. in Business Administration, majoring in Finance.

View Bio

Annabel Lusardi

Coordinator of Support Services

Annabel Lusardi

Annabel's experience in the nonprofit world ranges from running a statewide fundraising program for the Leukemia & Lymphoma Society to running the Christian Education program and developing a discipleship ministry in a local church.  She is an International Coach Federation trained coach with an emphasis on coaching in ministry settings.

View Bio
Schedule a Consultation
Recent News
Stewardship to Support Ministries
Empowering Stewardship

484-762-8211

Disclaimer
© 2019 Copyright Mid-Atlantic United Methodist Foundation.
This site is informational and educational in nature. It is not offering professional tax, legal, or accounting advice.
For specific advice about the effect of any planning concept on your tax or financial situation or with your estate, please consult a qualified professional advisor.