Fidelity Charitable Grows West Coast Support Network For Donors, Advisors

Eliane Chavagnon

14 May 2015

, an independent public charity with a donor-advised fund program, is boosting support for its West Coast donors and the advisors who work with them.

The organization has created three new roles, appointing:

Amy Grossman - based in San Francisco, CA - as West Coast vice president for the complex asset group. Grossman will help with donations of non-publicly traded assets such as private business interests, private equity interests and real estate;
Jonathan Batista - based in Newport Beach, CA - who has been promoted to vice president and charitable planning consultant. He will guide financial advisors, attorneys and accountants in the Southwest; and
Elaine Martyn, as vice president of the private donor group, will lead a group of relationship managers who assist major donors across the US.

Grossman joins Fidelity Charitable after 15 years at Credit Suisse, where she was most recently managing director in the US private banking group.

Meanwhile, Batista will serve as a local expert for advisors in Southern California, Arizona, Nevada, and New Mexico. He joins ten other charitable planning consultants based around the country including Steve Brooks in San Francisco.

Lastly, Martyn joins Fidelity Charitable with 15 years of non-profit experience centered on building programs around family philanthropy, impact investing, international grant making and values-based giving. Most recently, she was vice president of development for the Global Fund for Women in San Francisco, CA.