BOARD OF TRUSTEES
Good Beginnings That Last A Lifetime
Board of Trustees – June 1, 2019 – May 31, 2020
Officers
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Chris Jarmul is the IBM Global Account Manager for International Data Corporation (IDC), a leading IT industry analyst firm. Born in Ridgefield, Connecticut, she spent a large portion of her school years in Sarasota including being in the \’Beta; Class; when Pine View School opened. Her family moved, however, so she finished high school in North Carolina and attended the University of North Carolina as an Honors Student and NC Fellow. She graduated from Gannon University with a BA in Communications. During a 12 year stint in Dallas, she worked in magazine publishing, eventually becoming the group publisher of several trade magazines in the sportswear business.
Moving to Southern California for personal reasons, Chris entered the technology publishing market, then moved to IDC and has worked there most of the nearly 22 years since, except for three year sabbatical for travel and living in Southern France. She and her husband, Dai Morgan, moved from France to Sarasota in 2009.
Chris has been a Red Cross Disaster team member, was a Team Captain for several years for the American Cancer Society\’s Relay for Life of Downtown Sarasota and is volunteer for the Gulf Coast Youth Rugby Foundation. She has three grown children; her daughters live in Berlin, Germany and Raleigh, NC and her son, Rhys Morgan, lives in Sarasota. She has a granddaughter, Charlotte Boykin, who attended Forty Carrots Preschool last year as a 4 year old. She loves being back in Sarasota, belongs to two book clubs, and enjoys cooking every weekend for friends and family.
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Susan Travers is an experienced non-profit fundraiser, volunteer coordinator, and event planner. For over 25 years she has worked with worthy organizations to support their missions of helping those in need within the community. Susan believes that one person can make a huge difference in the lives of many.
For 7 years Susan was a volunteer/mentor in the National Charity League, a Mother-Daughter philanthropic organization, focused on community service, social development and cultural experience. She, along with her daughter, completed over 500 hours of hands on community service in support of Ronald McDonald House, the Juvenile Diabetes Foundation, and Senior Services, just to name a few.
Susan was involved for 18 years with Country Club of the South Charity Guild, a 100% all-volunteer organization that raises funds and provides grants to over 50 Atlanta area non-profits who support families and children in need. Beginning as Volunteer Coordinator, then VP of PR/Marketing, VP of Fundraising, among other rolls, Co-President, the organization has raised over $4 million dollars for worthy causes.
Additionally, in 2015, Susan was the Co-Chair of the “Atlanta is Grateful” fundraiser, which netted $235K for Your Grateful Nation, dedicated to helping Special Forces Operators (Navy Seals, Green Berets, and Delta Force) transition to the executive level job market. Responsibilities included identifying, contacting, obtaining commitments from potential financial partners/supporters, as well as oversight and management of all details regarding the \”Atlanta Is
Grateful\” event.
Currently, Susan is Co-Chair for the Van Wezel Foundation Gala, whose mission is to “create a world class performing arts center that enriches the community, support arts education and inspire young minds”. The funds raised through this event will enable over 30,000 students and their families to have access to the arts that would not otherwise be reached due to financial limitations.
Susan and her husband Jim will be married for 35 years April 9, they have 4 grown children and 5 grandchildren, one more on the way. She holds a Bachelor of Science in Business Administration/Marketing from the University of Illinois.
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Ben Jones, CFP®/AIF, is a shareholder and Chief Investment Officer at Allegiant Private Advisors, LLC. In this role, Ben leads the firm’s investment committee and is responsible for establishing the firm’s overall investment strategy, security selection, portfolio management, and research activities.
Ben received his B.A. from Bates College with a double major in Economics and East Asian Studies. He has earned his Certified Financial Planner™ designation, as well as the Accredited Investment Fiduciary™ designation. In 2009, Ben was named to the prestigious 40 Under 40 list by the Gulf Coast Business Review.
Ben and his wife Erin are proud parents of two young children. His son, Andrew, recently graduated from Forty Carrots Preschool and his daughter, Lauren, will be attending in the fall.
Members
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John Annis is the Senior Vice President of Collaboration and Impact for Charles & Margery Barancik Foundation where he is part of a team committed to promoting meaningful changes in the areas of education, humanitarian causes, arts and culture, the environment and medical research.
John is passionate about creating intergenerational cycles of opportunity for children and their families. Because of his work in this area, he was named as Aspen Institute Ascend Fellow in 2015. Ascend Fellows work across sectors to advance economic security, educational success and health and well-being.
Previously, John worked at the Community Foundation of Sarasota County where he led the department responsible for grants, scholarships and nonprofit services; the Collins Center for Public Policy where he was the Vice President of Public Policy; and the Herald-Tribune Media Group where he was the Director of Customer Services and a member of the executive team and editorial board.
The majority of John’s professional experience comes from more than 24 years on active duty in the United States Marine Corps. Prior to retiring in 2002, he served in a variety of roles including combat water survival instructor, legal services chief, equal opportunity advisor, and recruiter. John rounded out his military career as the Sergeant Major of Recruiting Station New Orleans, Louisiana, the largest recruiting station in the eastern recruiting region. In addition to John’s corporate and military experience, he has a long history of volunteering and supporting nonprofit organizations. He most recently completed his term as Board Chair of the Human Services Advisory Council for Sarasota County.
John occasionally jokes he did not fall in love with Sarasota, he fell in love with someone from Sarasota – his wife, Regina Morris, who was born and raised in the area. They have two sons, both of whom have now “left the nest”; they also share their home with Needy, their Jack Russell terrier. John enjoys reading, most sports and hearing stories from volunteers, staff, board members and donors about the impactful work being done by nonprofit organizations in the community.
John can be reached on his cell, 941.773.9513, or by email at JAnnis@barancikFoundation.org.
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Kevin Cooper is President|CEO at The Greater Sarasota Chamber of Commerce. Prior to his current role, Cooper was Director of Community Investment for Gulf Coast Community Foundation where he helped oversee grant administration and initiatives. His previous experience also includes having been Vice President for Public Policy and Sarasota Tomorrow Initiatives at The Greater Sarasota Chamber of Commerce and, before that, Executive Director for the Siesta Key Chamber of Commerce. Cooper was a sergeant in the United States Army National Guard, and his service included a tour of duty in Operation Iraqi Freedom. He earned his undergraduate degree in Marketing from Kent State University and an MBA from Florida State University. Cooper is active in the community, serving on a number of advisory boards.
Kevin is married to his wife, Missy, and together they parent a daughter, Violet, and a son, Cohen.
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Ariane Dart
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Liz Diaz is an attorney at Williams Parker Harrison Dietz & Getzen, focusing her practice on the areas of taxation, estate planning, and estate and trust administration. Liz works with individuals and their families to achieve their various estate planning goals including tax mitigation, wealth transfer, succession planning for closely-held businesses, planning for young families, and philanthropy. Liz¹s training as a Certified Public Accountant enables her to develop customized gift, estate, and generation-skipping transfer tax plans using current estate planning methodologies.
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Caroline Ellerson relocated her family to the greater Sarasota area in the fall of 2013. Prior to her relocation, she resided in New York where she most recently served as Associate Director of Corporate Responsibility for Time Warner, Inc. Prior to her tenure at Time Warner, Caroline worked at Morgan Stanley Inc. Currently, Caroline is a joint venture partner in the new Tampa Airport concessions redevelopment project. In addition to serving as a Trustee of Forty Carrots, Caroline also volunteers with the Asolo Repertory Theatre on various projects related to audience development.
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Kim Githler
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Karimu F. Hill-Harvey, retired Judge, born in Orange, New Jersey has and continues to dedicate her life to righting the wrongs experienced by people of color and promoting the economic, social, political and cultural development of African American communities.
Judge Hill-Harvey received a Bachelor of Arts degree from Seton Hall University in 1979; a Juris Doctorate at Seton Hall School of Law in 1983 and a L.LM. Masters in Trial Advocacy at Temple University, Beasley School of Law in 2000. She has been admitted to the Bars of the U.S. Supreme Court, U.S. Court of Appeals 3rd Circuit, U.S. District Court for the District of New Jersey and New Jersey.
She became a Municipal Court Judge in 2000 and sat on the bench in East Orange, Irvington and Newark, until her retirement in 2014. During her tenure on the bench, she continued to operate the private practice that she founded in 1988 and served as Adjunct Professor for Rutgers Business School and Essex County College. Earlier in her career, Judge Hill-Harvey was Assistant Counsel to the Newark Board of Education Legal Department, Municipal Court Administrator for the City of East Orange, and Acting General Counsel for the Housing Authority of the City of Newark. Post-retirement, she became a Florida Supreme Court Certified Circuit Civil and Family Mediator, a Parenting Coordinator and a United States Bankruptcy Court Middle District of Florida Residential Mortgage Foreclosure Mediator.
Judge Hill-Harvey has received numerous awards and recognitions for her work and advocacy including the YMCA of Essex & West Hudson “Women of Influence Award”, The Seton Hall University “Distinguished Alumni Award for Law Politics & Justice” and The National Association of Negro Business & Professional Women’s Club, Inc. “Woman of Distinction Award”. Of exceptional note is the fact that Judge-Hill Harvey was the first African American woman listed in the “Top 20 Verdicts and Settlements” of the New Jersey Law Journal, by obtaining a $3.25 million settlement in Grant v. LaResca in 1995
She has been acknowledged for various case laws, publications and has numerous industry membership affiliations such as the American Arbitration Association, Financial Industry Regulatory Authority, Sarasota County Bar Association, George Edgecomb Bar Association, Fred G. Minnis, Sr.Bar Association and Association of Retired Attorneys of Sarasota.
Judge Hill-Harvey is a widow (Balozi Z. Harvey), with two children and 2 grandchildren. Judge Hill-Harvey continues her legacy of righting wrongs for all – particularly African Americans.
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Tomeika Hunter-Koski is a native of Atlanta, Georgia. A graduate of Spelman College, earning a degree in Early Childhood Development, Tomeika spent many years teaching kindergarten and first grade. She is a veteran of the United States Army, in which she served 8 years. In 2006, she married Robert Koski and moved to Sarasota, Florida the following year. They share five children ranging in age from 5 to 28. She currently is Owner and President of Queen Bee Real Estate, a real state investment company in Bradenton, Florida and Hunter Kinder Schools, a preschool in the Atlanta Area.
When not working or volunteering, Tomeika enjoys traveling, theatre, shopping, and spending time with her friends and family.
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Born in 1920, Stanley Kane is Forty Carrots Family Center’s most senior trustee. He has served on the board since its inception. Stanley has been involved his entire adult life in Kane-Miller Corp. As former CEO and Director of Kane-Miller Corp., he now serves as Chairman of the Board Emeritus in recognition of his continuing active role in providing consulting services to the corporation. In addition to his involvement with Kane-Miller, Stanley continues to be actively engaged as an investor, partner, shareholder, founder and/or lender in several companies in the Sarasota, Florida area. Stanley is the proud father of three daughters, including Betsy, co-founder of Forty Carrots Family Center.
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Betsy Kane-Hartnett co-founded Forty Carrots Family Center in 1993 and served as its executive director for 19 years. Since her departure in 2012, Betsy’s professional journey took a dogleg turn. She now splits her time between managing 2880 Wines (a small family-owned winery she and her husband run in Napa Valley), managing her family’s investments alongside her father, and serving as CEO and Board Chair of Kane-Miller Corp. While Betsy’s current role is a far cry from her early childhood and parenting education days, she relishes bringing back her “Guitar Lady” persona as often as time allows. Betsy and her husband John are the proud parents of three grown children.
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A native of Sarasota, Florida, Dr. Manav Malik (“Dr. M&M” as children call him) comes from a family of dentists, his father practiced dentistry for over 30 years as the Dental Director of the Health Department in Sarasota, and his sister is a practicing Orthodontist in Houston, TX. Dr. Malik is fluent in Spanish, Punjabi, Hindi, and English.
Dr. Malik attended one of the nation’s top high schools – Pine View School –where he graduated ranked number one in his class. He then received his Bachelors in Biology from the University of Miami in Coral Gables, Florida where he minored in Religion and Chemistry. In his freshman year of college, while volunteering at Miami Children’s Hospital as an inhouse DJ for Radio Lollipop, Dr. Malik developed a passion for working with children. This passion was further fueled by Dr. Malik’s involvement in Big Brothers, Big Sisters of Greater Miami while serving as a long-time mentor. Upon completion of his undergraduate studies, Dr. Malik headed to “gator country” to attend dental school at the University of Florida College of Dentistry.
Dr. Malik graduated from the University of Florida College of Dentistry at the top of his class as a decorated scholar. He received numerous awards and honors during dental school: he was inducted into the Omicron Kappa Upsilon Dental Honor Society; he received the A. Lewis Leo Outstanding Dental Student Award in recognition of leadership achievements, outstanding professionalism, and ethical behavior; he was the recipient of the International College of Dentists’ Student Leadership Award; and he was selected as the dental school’s Thomas P. Hinman Scholar.
Additionally, while in dental school, Dr. Malik demonstrated strong leadership skills. He organized and led pediatric dental mission trips as a sophomore and junior dental student to provide free dental care to the indigent children of rural Yucatan, Mexico. Dr. Malik was elected as his class vice-president for all four years of dental school, he served as the dental school’s American Student Dental Association Legislative Liaison, and he volunteered as a peer tutor in Physiology and Biochemistry. Finally, Dr. Malik supported the Dean’s office and alumni activities through Dental Ambassadors – a service organization bridging the community and the dental school.
After dental school, Dr. Malik completed his pediatric dental residency at the Baylor College of Dentistry in Dallas, Texas. As a resident, Dr. Malik started his own moonlighting practice, M&M Dentistry for Kids, which he ran on weekends in rural, north Texas to provide families access to pediatric dental care where it was not otherwise available. Towards the end of residency, Dr. Malik was invited as a guest speaker at the Southwestern Society of Pediatric Dentistry’s mid-winter meeting in Vail, Colorado, to speak on personality dynamics in the pediatric dental practice. After completing residency, Dr. Malik spent several years practicing pediatric dentistry in the greater Dallas/Fort Worth area.
Dr. Malik’s dream of creating a unique, one-of-kind pediatric dental practice led him back to his hometown in Florida. From office layout and interior design to marketing and branding, Dr. Malik created his dream practice – SmileWorks Kids Dentistry. Today, the practice strives to provide every child with the highest quality of pediatric dental care in a fun, safe, and engaging environment.
True to his nature, Dr. Malik keeps his hand in community and professional organizations while managing his growing private practice. He is actively dedicated to several organizations including: Forty Carrots Family Center (FCFC), the Florida Academy of Pediatric Dentistry (FAPD), and the American Board of Pediatric Dentistry (ABPD). Forty Carrots Family Center is a local, non-profit organization that seeks to improve the lives of families through three core components: parenting education programs, mental health services, and preschool enrichment. As a Board of Trustees member for Forty Carrots Family Center, Dr. Malik is involved in the organization’s decision making and implementation of its strategic plan. Dr. Malik currently serves as Vice President of the Florida Academy of Pediatric Dentistry and is preparing to serve as President of the FAPD in October 2016. Lastly, one of Dr. Malik’s most professionally rewarding experiences has been serving as a Consultant to the ABPD’s Oral Clinical Exam for past three years. Dr. Malik’s philosophy of clinical care centers around evidence-based pediatric dentistry and he enjoys attending the latest continuing education to stay current in the field.
Dr. Malik, his wife, and two young children have made their home in Sarasota. In his free time, Dr. Malik enjoys spending time with his family and friends and traveling. His hobbies also include practicing yoga, watching movies, catching up on his favorite TV shows, and looking for ‘the next big project’ at home.
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Sean Paul, MD is a California native who attended the University of California Davis and spent a year abroad at the University of Granada in Spain. Dr. Paul attended medical school at Michigan State University. As a medical student he was awarded the National Health Corps Scholarship, a scholarship awarded to students dedicated to working with the underserved and received a scholarship from Michigan State University for his dedication and work with the underserved. He has done medical work in Costa Rica, Nicaragua and El Salvador. Dr. Paul completed residency in adult psychiatry in New York City and University of Florida in Gainesville. Dr. Paul also completed a child psychiatry fellowship at the University of Florida. He works with several community organizations including The All Star Children’s Foundation and Coastal Behavioral Healthcare. He has a practice in telepsychiatry specializing in child and adolescent psychiatry.
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Nick Roberts serves as both the Sarasota County President and as a Relationship Manager in the Commercial Banking Division for SunTrust Bank. In his role as the market president, Mr. Roberts oversees market and community development strategies with leadership across business lines, including Retail, Private Wealth Management, Commercial Banking and CRA. As a Relationship Manager, Mr. Roberts develops and manages commercial banking relationships for growing companies in the emerging and middle market spaces. He provides comprehensive banking solutions, specifically but not limited to lending, cash management, international trade and succession planning. Additionally, through his partnership with SunTrust Robinson Humphrey, provides hedging strategies, industry vertical resources, syndicated finance structures, and M&A advisory.
Prior to joining SunTrust, Mr. Roberts worked for Ford Credit. As a Dealer Service Analyst, he provided indirect and floorplan financing, as well as acquisition and real estate facilities. Mr. Roberts joined SunTrust in March 2004 as an underwriter in the Business Banking division in Orlando, Florida. In this capacity, he underwrote small business loans, both conventional and SBA lending. In 2006, Mr. Roberts moved to the Bradenton-Sarasota area as an Porfolio Manager in the Commercial Banking division, working with larger companies and underwriting complex commercial financing requests, including taxable and tax exempt bond facilities.
Active in the community, he currently serves as the Treasurer for the Salvation Army, and is actively involved with the Association for Corporate Growth, BioFlorida and HFTP. In the past, he’s served on the boards of HFTP, Risk Management Association and Everglades University. Mr. Roberts is a two time receipient of the President’s Volunteer Service Award with a passion for teaching financial education.
Mr. Roberts earned a Bachelor of Science degree in Business Administration from the University of South Florida along with a MBA from Webster University. Mr. Roberts is married with two children and another expected in June 2016.
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Alan Ross opened Suncoast Orthotics & Prosthetics, Inc. in 1981 to serve the needs of the amputee population in the Sarasota, Manatee and Charlotte County areas. He served as Chairman of the National Exam Development Committee for the National Certification Board in Orthotics & Prosthetics and was Chairman of the Florida Licensure Committee seeking to develop a Licensure Bill to regulate the provision of orthotic and prosthetic care in the State of Florida. In 2013 he sold his business to the Hanger Clinic, a national leader in orthotic and prosthetic care and continues to serve as Clinic Manager. He is married with two grown children.
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Susan R. Sakhai is a Senior Trust Advisor on the Wealth Advisory Team in our Sarasota, Florida office and is the Senior Fiduciary Officer for Northwest Florida region of Northern Trust. Susan serves as a point of contact and service provider for existing and newly developed client relationships, with a focus on estate planning and wealth transfer strategies. Susan also works closely with her clients to develop and administer customized financial planning including deposit, credit, investments, wealth transfer and business succession planning.
EDUCATION
Susan received her Bachelor of Arts Degree in Political Science, cum laude, from Vanderbilt University and a Juris Doctor Degree from Emory University School of Law. While practicing law in California, she was a California Certified Specialist in Estate Planning, Trust and Probate Law.
EXPERTISE
Susan has over 18 years of experience in the area of trusts and estates. Prior to joining Northern Trust, Susan was a practicing attorney with Henderson, Caverly, Pum & Charney, in San Diego, California. She worked with high net worth clients to implement sophisticated estate plans, provide advice regarding wealth transfer strategies and administer complex trust administrations.
INTERESTS
Susan she lives with her husband in Sarasota, Florida with their two sons. Susan enjoys sporting events, boating and golfing.
3 THINGS PEOPLE ASK ME
•What happens if I should be incapacitated?
•Why should I consider a Corporate Trustee?
•How should I balance the level of wealth I pass between family and charity?
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Tammie Sandoval-Badger is a Director of Trust and Estate Services and an Officer with BMO Private Bank.
Tammie specializes in providing customized trust and estate administration for high net worth individuals and families as part of an overall personal wealth management strategy. She joined the organization in 2010 and has 9 years of professional experience focusing on estate and trust administration.
Tammie graduated, cum laude, with a B.A. in English from The University at Albany, State University of New York in Albany, NY. She earned her J.D. from Dwayne O. Andreas School of Law, Barry University in Orlando, FL and has earned her Certified Trust and Financial Advisor (CTFA) designation.
Tammie is an active member of the Florida Bar, is a board member for the Sarasota Orchestra and the Southwest Florida Estate Planning Council.
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Jeff Steinwachs and his wife Ellen moved to Sarasota in 1997. Their passion for Forty Carrots Family Center began in 2003 with the birth of their first child. As new parents and as a growing family, they enrolled in and learned from the parenting classes at Forty Carrots with their three children. In addition, their children all attended the preschool at Forty Carrots. Here, Jeff learned how Forty Carrots reaches beyond its doors to so many families in our community. Wanting to help the organization further its mission of strengthening families, Jeff served as a Forty Carrots Trustee, acting as Treasurer, and as a member of the Finance Committee. He now serves as a Trustee Emeritus and continues to support the organization.
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Kevin Stencik joined PNC in 2018 as the Market Leader for West and Central Florida’s Commercial Banking unit, which delivers impactful advice and customized solutions to optimize the financial performance of companies, with revenues between $5mm – $50mm. Kevin has 19 years of banking experience, including both individual production and leadership roles within the commercial, business banking and retail segments.
During Kevin’s banking career he has held numerous non-profit and foundation board and committee seats, such as the Selby Foundation in which he served from 2012-2016. He is currently serves on the board of the Manatee EDC and PNC’s Foundation for WCFL. Kevin lives in Sarasota with his wife, Michelle and two children, Mackenzie and Bennett. He graduated from Florida State University with a Bachelor of Science, Business.