MUM Professional Advisory Committee

The MUM Professional Advisory Committee is a dedicated group of professionals within the extended MUM community who serve as advocates and advisors for MUM planned giving programs. Most members work as estate and tax attorneys tax attorneys, certified public accountants, trust officers, life insurance brokers, financial advisors and wealth managers.

Whenever appropriate, they share news about MUM with their clients and colleagues. In doing so, they open doors that will help meet the financial goals necessary for us to achieve our ambitious goals in serving our surging community of seniors.

We understand that gifts to charities such as MUM can be an important part of your clients’ overall financial and estate plans. That’s why we’re committed to working with you to ensure that your clients find the charitable arrangements that best meet their needs.

We believe that charitable planning is a process that ideally involves the donor, professional advisors and our gift planning staff—all working together to arrange the best gift possible.

The Goals of the MUM Professional Advisory Committee

In addition to its advisory services, the Committee members are focused on assisting the planned giving program in several areas including:

  • Increasing public awareness of the advantages of gift planning strategies
  • Establishing gift acceptance policies for all planned gift arrangements
  • Assisting in the design of effective marketing strategies to identify donors and prospects

If you are interested in joining the Professional Advisory Committee, contact:

Nick Rosania
MUM Development Group
Maharishi University of Management
1000 North 4th Street
Fairfield, Iowa 52556
nrosania@mum.edu

The MUM Professional Advisory Committee (PAC)

  • Facilitator: Brad Mylett
  • Consultant: Mitch Orlik
  • Administrative Assistant: Lani Aulicino
David Ponder

PAC Chairman David Ponder is a 33-year member of ASPPA (American Society of Pension Professionals and Actuaries) and maintains the professional designation of QPA (Qualified Pension Administrator). His experience includes 14 years as a Regional Pension Manager for Transamerica and another 5 years as the Regional Sales Director for NYLIM (New York Life Investment Management LLC). Mr. Ponder founded the Ponder Financial Group in 2001 and has achieved the Top of the Table designation with MDRT (Million Dollar Round Table), the Premier Association of Financial Professionals, and is a member of the President’s Council with New York Life.

Mr. Ponder was one of the first to arrive at MIU in 1974 after graduating from the University of Delaware (BA Biology with Math minor). He worked as a research assistant to Dr. Keith Wallace and Dr. David Orme-Johnson. He became a TM teacher in 1975 and managed the World Plan Center in Dover, Delaware where he personally instructed 247 people. He returned to MIU after completing the Executive Governor program to become a graduate student and co-taught undergraduates until 1978 when he left to start his family and career.

Vicki Herriott

Vicki Alexander Herriott

Vice Chairperson; Wellesley College, Durant Scholar, BA; Boston University School of Law, J.D.; New York University School of Law, LL.M. Tax Law; founding director of MUM Planned Giving since 1990s; Ms. Herriott has served MUM as Associate Dean of Faculty, Dean of the College of Arts and Sciences, and Chairperson of the Department of Student Life; currently chairs MUM Department of Business Administration and coaches award-winning mediation teams. She is on the Board of Directors of the Institute for Bio-Integrity, and the Board of Directors of the International Foundation for Consciousness-Based Education

Leonard A. Goldman

Leonard A. Goldman, University of California, Berkeley, BA; London School of Economics and Political Science, International Relations, M.Sc.; New York University School of Law, J.D.; advises on business formation issues, joint ventures, contracts, intellectual property licensing and protection, private equity funding, asset acquisitions, preventative counseling, and entity governance. He focuses primarily on advising private corporations, limited liability companies, entrepreneurs, and non-profit institutions. Member of the New York, California, and Hawaii bars.

Charlie Fritsch

Charles Fritsch, Maharishi University of Management, BA; Certified Hotel Broker, licensed in New York, Virginia, West Virginia, and Pennsylvania with 22 years of experience in commercial real estate development, management, financing, and brokerage. Mr. Fritsch has served as president and founder of MBA Hotel Brokers since its incorporation in 1997, and president and founder of MBA Capital Funding, Inc., incorporated in 2004. He is the president of Hotel Investor Apps LLC–a software suite for hotel investors and operators, designed to save money and time while providing actionable analysis to drive greater profitability.

Matthew B. Frank

Matthew Frank, Maharishi University of Management, BA; College for Financial Planning, CRPC; Mr. Frank is a private wealth advisor for Ameriprise Financial since 1991, and previously served as Special Assistant to the Commissioner (U.S. Commission on Civil Rights, Washington, D.C.). Before that, Mr. Frank worked for Philip Brothers as a Platinum Futures Commodity Trader and as an Independent Gold, Silver and Copper Trader on COMEX. He worked for Merrill Lynch as a floor trader on the Coffee, Sugar, and Cocoa Exchange. He was also an Independent Trader on the Minneapolis Grain Exchange trading wheat futures, and traded same as an Exchange Member on the Kansas City Board of Trade.

Steven Grill

Steven Grill, Boston University, BA; New York University, M.S.; currently focuses on asset management as Managing Director and Client Advisor at Alex. Brown, a division of Raymond James. Mr. Grill served as managing director and client advisor at Deutsche Bank and senior vice president at Morgan Stanley. He was managing partner of SCM Capital Advisors LLC, where he consulted with family offices on investment strategies. He also served as CEO and President of Brascan Strategic Asset Management, a subsidiary of New York-based Brookfield Asset Management, Inc., which specializes in investment advisory services. He also served as Chief Investment Officer of Imagine Group Holdings Limited, an insurance subsidiary of Brookfield. Prior to this he was a Senior VP at Merrill Lynch, where he worked for 19 years