|
Our Leadership
Albert J. Mueller
President
& CEO
Mr. Mueller has provided
investment advice to institutions, individuals and families of
significant wealth for more than 20 years. During his career at
Morgan Stanley and UBS, Mr. Mueller had responsibility for
evaluating and recommending investments in virtually every asset
class. His clients relied on his ability to construct and manage
portfolios to achieve their investment objectives. Mr. Mueller's
professional experience on Wall Street and personal experience as
a major donor and board member have prepared him to provide
Excellence in Giving℠ clients with valuable insight into the
effective use of their philanthropic capital.
Mr. Mueller, a native of
California, is a graduate of the University of Arizona and holds
an MBA from the Anderson School of Management at UCLA. He and his
wife Susan reside in Colorado Springs with their three children.
e-mail me
download my vcard 

Thor Iverson
Chief Operating Officer
Mr. Iverson is responsible for Excellence in Giving’s operations and client services. He brings a passion for wise stewardship and high-impact giving to the role, having served as chief financial officer for family-owned businesses with high-capacity, philanthropic owners. Mr. Iverson brings more than twenty years of senior management experience to Excellence in Giving. He served as an executive for several technology firms including Echelon Corporation, BeAtHome.com, Amity Technology, Concord, Inc., and Great Plains Software, which was acquired by Microsoft in 2001. He began his career as a software engineer at Hewlett Packard. Mr. Iverson’s professional experience includes extensive international business in Russia, Ukraine, and Scandinavia.
He received his MBA from Stanford University and his B.S. in Computer Science and Business Administration from North Dakota State University. Mr. Iverson is a published author and a patent holder. He lives in Colorado Springs with his wife Dana and their two children.
e-mail me

John N. Paasonen
Vice
President
Mr. Paasonen oversees delivery of Excellence in Giving’s client communications and marketing. In 2003, he joined Mr. Mueller to start Excellence in Giving and develop the firm’s service delivery process and management tools. Throughout his career, he has provided a broad range of philanthropic management services to high net worth families. Mr. Paasonen joined Excellence in Giving from the capital division of an “investment-banking” firm serving the not-for-profit sector. There, he assisted families with substantial resources in making effective charitable investment decisions and managed the firm's due diligence reporting process.
Mr. Paasonen earned a B.A. in International Business from Taylor University and holds an MBA from Duke University’s Fuqua School of Business. A citizen of both the U.S. and Great Britain, Mr. Paasonen currently resides in London, England.
e-mail me
download my vcard 

Craig Glass
Client Advisor
Mr. Glass joins Excellence in Giving as a client services advisor. He has 20 years of leadership experience, including his role as Vice President of Ministries for International Teams, a missions agency based in Chicago, and three years as National Director and Vice President of Team Ministries with International Students Inc. Prior to his work at ISI, Mr. Glass was on staff at Willow Creek Community Church providing leadership to the Legacy men’s ministry, consisting of 100 small groups and 800 men. He is currently the director of Peregrine Ministries, an organization focused on leading men into inspiring adventure and authentic relationships that transform lives. Craig and his wife Beryl live in Monument, Colorado, have been married for 30 years, and have three children.
e-mail me

Karen B. Rodman
Client Advisor
Mrs. Rodman has over 20 years experience in nonprofit management, marketing, and development. Most recently, Mrs. Rodman founded the Philanthropic Strategy Group, a philanthropic consulting group focusing on strategic development, outcome evaluations, and revenue generation models for nonprofit agencies, private, and corporate foundations. Prior to that, she oversaw the Redman Foundation and the M.R. & Evelyn Hudson Foundation as executive director. In 1999, Dallas Social Venture Partners, a venture capital fund for social purpose, was founded and directed under her leadership until 2002.
Mrs. Rodman is an active community volunteer, serving on the board of directors of Uganda Children’s Charity Foundation, as well as on the advisory boards of the Social Enterprise Alliance, Dallas Children’s Theater, Gilda’s Club North Texas and Holy Faith Episcopal Church Foreign Mission Committee. She is an often-sought speaker to groups like the Council on Foundations, the Center for Nonprofit Management and various universities. She is a graduate of Texas A&M Health Science Center at Dallas with a B.S. degree. Mrs. Rodman and her husband live in Santa Fe, New Mexico and have one daughter.
e-mail me

Kate Courtney
Client Advisor
Mrs. Courtney joined the Excellence in Giving℠ team in 2007 from Greenville, South Carolina where she pursued a career in real estate. Previously, Mrs. Courtney served the Maclellan Foundation where she reviewed grant applications. Her background and experience managing client relationships has prepared her to serve Excellence in Giving clients in the role of Client Services Associate.
Mrs. Courtney graduated from Bryan College with a B.A. in Communications. She and her husband, Russell, live in Colorado Springs.
e-mail me
|