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The Weidner Foundation is pleased to present to you the Weidner Foundation Board. Below is a brief resume for each member along with their position on the Board.
ELAINE BEDEL, CFP, is the President and owner of Bedel Financial Consulting, Inc. of Indianapolis, Indiana. She has spent more than 35 years in the financial services industry.
Ms. Bedel specializes in 1) financial planning and investment management for executives, professionals, and entrepreneurs as well as 2) financial plan preparations and active investment management. She was formerly the Director of Personal Financial Planning with Coopers and Lybrand.
From 1994 through the present she has been recognized on a variety of noteworthy lists (some repeatedly) including 1) 50 Distinguished Women in Wealth Management, 2) Nation’s Most Exclusive 100 Wealth Advisors, 3) 100 Great Financial Planners from Coast to Coast, 4) 150 Best Financial Advisors for Doctors, and 5) National Top Financial Advisors List. She was named to the list of Bloomberg’s Top Wealth Managers for four consecutive years.
Ms. Bedel is a much published and much sought after writer and participant on panels within her specialty. Her articles have appeared in the New York Times, Los Angeles Times, Washington Post, USA Today, Forbes Magazine, Consumer Reports, AARP Magazine and a variety of on-line publications. She has served or continues to serve on more than 20 Boards of various organizations ranging from local to national.
Most recently, Ms. Bedel was appointed President of the Indiana Economic Development Corporation.
PAUL CAUBO is a senior pilot with the Association of Maryland Pilots in Baltimore. Mr. Caubo is licensed to navigate ships of any size ship anywhere on the Chesapeake Bay. Mr. Caubo has piloted thousands of tankers, container ships, automobile carriers and LNG ships from the Atlantic Ocean to the Port of Baltimore and through the Chesapeake and Delaware Canal. He is a graduate of the United States Merchant Marine Academy. In 2015, Mr. Caubo was appointed by Maryland Governor Larry Hogan to serve on the Maryland State Board of Pilots. Mr. Caubo also served on U.S. Representative Andy Harris’s Service Academy Nomination Interview Board. Jean Michel Caubo, a member of John Weidner’s Dutch-Paris group was Paul’s great uncle.
GLENN E. COE, is the Senior Litigation Partner with the law firm of Rome McGuigan, P.C. in Hartford, Connecticut. Before joining Rome McGuigan, Coe was the Deputy Assistant State’s Attorney, the Assistant State’s Attorney and Chief Trial Attorney at the Office of the Chief State’s Attorney in Connecticut. He edited the Connecticut Trial Judges Benchbook, the Connecticut Sentencing Benchbook and the Court of Common Pleas Benchbook. He is admitted to the U.S. District Court, District of Connecticut, the U.S. District Court, District of Massachusetts, the U.S. Court of Appeals, First and Second Circuits and the U.S. Supreme Court.
Coe is a member of the Connecticut Bar Association where he served as Treasurer, House of Delegates, and as a member of the Criminal Justice, Intellectual Property and Business Torts Executive Committees. He is a James W. Cooper Fellow with the Connecticut Bar Foundation.
His practice areas include Large and Catastrophic Loss Cases, Commercial, Construction and Employment Litigation and Arbitration, Professional and Corporate Officers Liability Defense, Corporate and Governmental Litigations, Air Crash Cases, and White Collar Criminal Investigations and Defense.
Glenn Coe serves as the Legal Advisor for the Weidner Foundation.
WILLIAM C. ERVIN, retired in 1990 after 26 years of service to the United States of America as a Special Agent of the Federal Bureau of Investigation. He holds degrees in Business (Accounting) and Law from Indiana University. He is admitted to the practice of law before the courts of Indiana and the United States Supreme Court.
From January of 1998 to the present Ervin has been an Adjunct Professor at Butler University in the Department of Sociology and Criminology. He has been a faculty representative to the Student Sociology Association and Butler Chapter of the John Henry Weidner Foundation. In April, 2006, under Ervin’s guidance, The Student Sociology Association began the John Henry Weidner Endowed Scholarship for Altruism, which was completely funded by December, 2007. Ervin encouraged the Rotary Club of Indianapolis to fund the Rotary John Henry Weidner Scholarship for Altruism.
KURT GANTER is a retired health-care executive living in Phippsburg, Maine. Prior to serving as a Corporate Vice-President for Human Resources with a large national healthcare company, he taught English and served as the Vice-President for Development at Atlantic Union College in South Lancaster, Massachusetts. He serves as the Executive Director for the Foundation.
DR. LAWRENCE GERATY, Ph.D. grew up as a citizen of the world. He was part of a Seventh-day Adventist missionary family who lived and worked in China, Burma, Hong Kong, and Lebanon. He has been educated in China, Hong Kong, Lebanon, England, Germany, France, Israel, California, Maryland, Michigan, and Massachusetts. His doctorate from Harvard University included passing examinations in 10 languages.
He is a leading authority in the field of anthropological archeology. He is a distinguished researcher, and scholar. He has taught in Jamaica, Jordan, Trinidad, Costa Rica, Europe, and Australia, as well as directed a series of major archaeological expeditions to the Middle East.
Dr. Geraty has received many honors including a Fulbright Fellowship and serving as an advisor in archeology to former Crown Prince Hassan of Jordan. Dr. Geraty has served as president of several scholarly societies. He has lectured all over the world and contributed to numerous publications (edited 8 books, contributed to 30, authored some 50 articles in scholarly journals and hundreds in popular publications).
From July 2002 through December 2006, he served as president of the American Schools of Oriental Research (ASOR) ... the premier organization for American archaeologists working in the Middle East. He is President Emeritus of La Sierra University. Dr. Geraty serves as the Foundation’s Board Chair.
TANJA MAGAS, MBA, is enrolled in the MetLife Global Leadership Development Program, an accelerated, rotational, and cross-regional management program aimed at developing the next generation of MetLife’ international country managers.
Tanja received her MBA in 2013 from the Wharton School and The Lauder Institute at the University of Pennsylvania. Prior to coming to MetLife, Ms. Magas worked with Bank of America Merrill Lynch and with Barclays Capital where she was the Assistant Vice President for Capital Markets Sales Planning and Strategy. Ms. Magas has worked with the Global Autism Project in Ghana and with the Missionaries of Charity Orphanage in India.
DR. FRANK MAZZAGLIA, Ed.D. is a Harvard University graduate. He holds degrees in education, Planning and Social Policy, Marketing, and English. He is a syndicated columnist. Mazzaglia is a multi-time speaker on such subjects as Urban Economics, Grantsmanship, Financing Techniques, Strategic Planning for Financial and Legal Remedies. His background in raising money includes (1) management of a mail campaign which generated $75,000 to $125,000 every month for one organization, (2) management of an annual campaign for another organization that averaged $300,000/year, (3) advising a college on the development of a $3,000,000 campaign for a new library, and (4) securing more than $700,000 in total grants for a variety of organizations..
STEPHEN F. MORGAN, CPA is the principal in a national practice based in Baltimore, Maryland. His areas of concentration are nonqualified deferred compensation, executive survivor benefits, estate liquidity, business continuity planning, and equity based executive compensation arrangements.
Mr. Morgan also assists clients with the financial modeling, taxation, valuation and GAAP implications of long term incentive compensation arrangements, including Option Plans, Phantom Stock, SARs and other deferred bonus and related equity compensation. Innovative estate liquidity and business continuity funding strategies are also developed for clients.
Mr. Morgan is a contributing author to the executive compensation and taxation treatise, Non-qualified Deferred Compensation Answer Book, Seventh Edition, published by Panel Publishers. Articles by him include “Cost Recovery Strategies for Executive Compensation”(The Journal of Deferred Compensation, “The Secular Trust Investment Decision” (Journal of Pension Benefits), “The Future Behind Us: Tax Planning Without Section 2036(c)” (The Practical Tax Lawyer), and “Reverse Split Dollar and Interest Free Loans” (The Tax Advisor).
He has been a frequent speaker and panelist at locations throughout the United States on topics of “Non-qualified Executive Compensation Arrangements- Plan Design and Informal Funding Issues” to groups ranging from pension professionals, employee groups, state CPA organizations, and state Bar gatherings. He has made presentations to the American Bar Association Section of Real Property, Trust & Estate Law at a Tax Symposium.
Mr. Morgan is a former National Center of Excellence director for an executive compensation practice with a Big Four accounting firm. Steve Morgan serves as the Treasurer for the Weidner Foundation.
RONALD E. OSBORN (PhD in Politics and International Relations, University of Southern California) is a visiting assistant professor in the Peace Studies Program at Chapman University. He was a Mellon postdoctoral fellow in the Peace and Justice Studies Program at Wellesley College and a Fulbright Scholar to Burma/Myanmar. He is the author of Humanism and the Death of God (Oxford University Press, 2017).
ALI SAHABI, is president of the land-planning and entitlement firm, SE Corporation, winner of the California Governor’’s Economic and Environmental Leadership Award for Sustainable Communities for the mixed-use development of Dos Lagos in Corona, California. He is also the founding chairman of the Green Institute for Village Empowerment (GIVE), http://www.giveforthefuture.org, a nonprofit corporation dedicated to the principles of sustainability. GIVE is the founding sponsor of the Green Valley Initiative, http://www.greenvalleynow.org, a nationally recognized regional economic development movement to promote clean and green technologies in inland Southern California.
Sahabi’s commitment to sustainability is reflected in his 2003 endowment of U.C. Riverside’’s Edward J. Blakely Center for Sustainable Suburban Development, and in countless awards and recognitions, from the American Planning Association and American Institute of Architects, to the city of Corona’’s Citizen of the Year.
He holds his Master of Real Estate Development degree from the School of Urban Planning and Development at the University of Southern California; and a Bachelor of Science degree in management from Pepperdine University. Ali Sahabi is the President of the Weidner Foundation.
NAOMI WEIDNER is the widow of John Weidner. She lives in Monterey Park, California.