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Our Leadership

Albert J. Mueller President & CEO
Thor Iverson Chief Operating Officer
Mark Percy Managing Director
Paul Penley, Ph.D. Director of Research
Lauren Brown Client Advisor
Craig Glass Client Advisor
Karen B. Rodman Client Advisor
   

Al MuellerAlbert 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.

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Thor IversonThor Iverson
Chief Operating Officer

Mr. Iverson is responsible for Excellence in GivingSM 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.

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Mark Percy

Mark Percy
Managing Director

Mr. Percy is Managing Director of Excellence in Giving's CA office and Principal of Next Generation Strategies, LLC. He is committed to effective, sustainable and highly leveraged philanthropy, and he works closely with families to that end. As the PathNorth Director of Philanthropy, he works with CEOs of middle market, privately-held companies to explore the practice and meaning of philanthropy in their lives, families, and communities.

Between 1986 and 2008 Mark held executive positions primarily in privately held firms including President of a family business, Charles Percy & Associates. He spent 4 years guiding the government business development initiatives of a Fortune 500 corporation. Since the late 80s, he has led or co-led teams that were awarded over $500 million in new government contracts, mainly in international emerging markets, but also at the state and local level in the U.S.

Mark Percy grew up in a family devoted to public and community service, and for more than two decades he has integrated a distinguished business career with leadership in the non-profit sector. He serves on the non-profit boards of Child S.H.A.R.E., which finds safe, loving and stable homes for abused children, and endPoverty.org, which transforms lives through microenterprise in some of the poorest countries in the world. He is also a member of the National Leadership Council for Communities in Schools, the Advisory Board of the Center for the Family at Pepperdine University, and the Advisory Board of the Not for Sale campaign to fight human trafficking.

Mark received his BA from Stanford University and an MBA from Yale University's School of Management. After residing for 20 years in Washington, DC, Mark and his wife, Leslee, moved in 2005 to California where they had met and married more than 30 years ago. Their two adult children, Taylor and Gavin, also live in Southern California.

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Paul PenleyPaul Penley, Ph.D.
Director of Research

Dr. Penley brings analytical and writing capabilities to Excellence in Giving as the Senior Research Analyst. His research, philanthropic, and communication experience enable him to lead Excellence in Giving's efforts to become the premier source of philanthropic analysis and advice. Paul has international relief work and ministry experience in Mexico, Bolivia, Kosovo and Uganda. He has performed field research for strategic community development for the Compassion Coalition of Knoxville, TN. By age 28 his intellectual aptitude and critical-thinking skills had been demonstrated through the completion of his doctorate degree while serving as a full-time college professor. In his role as Senior Research Analyst, Dr. Penley helps Excellence in Giving clients discern strengths and weaknesses, pitfalls and potential, as they consider how to wisely invest their philanthropic capital.

Dr. Penley received his PhD from Trinity International University in 2008 and published his dissertation in T&T Clark's LNTS monograph series managed in Edinburgh. He received his BA and MDiv from Columbia International University in 2001 and 2003. During his completion of these degrees, he studied abroad in Israel, Turkey, Greece, and Egypt, adding to his understanding of international culture and history. He currently resides in Colorado Springs with his wife Christy and their two children where he enjoys hiking, golfing and fly fishing on Colorado streams.

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Lauren BrownLauren Brown
Client Advisor

Mrs. Brown joined the Excellence in Giving team in March 2009. Lauren brings a depth and breath of experiences including business, education and philanthropy. She and her husband Kevin owned a small top-rated resort and marina in the Midwest for ten years and relocated to Colorado Springs in 2007. Prior to that, Lauren taught at an inner-city Chicago high school and a private Christian high school in the Los Angeles area. From 2004-2009 she has been the Substitute Teaching Leader for Bible Study Fellowship in Lafayette, Indiana and Monument, Colorado. She also was the personal assistant for a high-capacity family for three years in the Chicago area, assisting with the family's charitable giving and philanthropy.

Mrs. Brown is a graduate of Wheaton College with a BA in Literature. She has lived overseas and travelled extensively throughout Europe. She and Kevin live in Colorado Springs with their three daughters.

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Craig GlassCraig 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.

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Karen RodmanKaren 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.

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