Employee Ownership Foundation Leadership
The EOF is governed by an independent national Board of Trustees, eight of whom make up the Foundation’s Executive Committee, the primary decision-making body for the organization. The Board is led by an elected Chairman who serves no more than two consecutive two year terms. The EOF staff is led by a President, who is a non-voting member of the Executive Committee of the Board of Trustees.
EXECUTIVE LEADERSHIP
David Fitz-Gerald
Chair of the Board of Trustees
Vice President and CFO
Carris Reels, Inc.
David Fitz-Gerald is Vice President, CFO, and Treasurer of Carris Reels, a manufacturer of packaging for the wire and cable industry. The company is a 100% Silver S-ESOP, headquartered in Vermont with locations throughout North America. Dave has been with the company for over thirty years and played a major role in establishing the ESOP. Carris Reels is a past winner of The ESOP Association’s ESOP Company of the Year Award. For many years, Dave served on the Executive Committee of the State and Regional Chapter Council. He is a past President of the New England Chapter and served as chair of The ESOP Association, 2017-2019. In his spare time, Dave writes historical fiction. His 7th novel, If It’s the Last Thing I Do, features a fictional company transitioning to employee ownership. A summer, 2023 publication date is anticipated. Dave looks forward to spreading the word about ESOPs and employee ownership with his new book and as Chair of the Employee Ownership Foundation.
James J. Bonham
President
James Bonham serves as the President of the Employee Ownership Foundation and the President & CEO of The ESOP Association. He is a recognized expert in public policy, government advocacy, and executive leadership, with more than 25 years of experience as a high level government official, advisor, advocate, and business leader.
Before joining the Foundation, James served for eight years as Chairman of the highly regarded Federal Public Policy and Government Relations practice at Manatt, Phelps, & Phillips, LLP, a nationally recognized law and business consulting firm. In his practice, Bonham advised national trade associations, non-profits, and Fortune 100 businesses.
During more than a decade of public service, he held multiple senior staff positions in both the U.S. Senate and House of Representatives where he was frequently cited in the media as one of the 50 most influential aides of either political party.
Bonham has served in leadership positions for several non-profits. In addition to the EOF, he is currently serving or has served on the Board of Directors for the California State Society, the National Maritime Heritage Foundation, the Robert T. Matsui Foundation, and Per Scholas.
His passion for shared capitalism springs from a family commitment to employee ownership: His grandfather had a personal and professional relationship with James Cash (J.C.) Penney, based partly on a shared business philosophy. One of their beliefs was granting a form of ownership to employees in the small mercantile businesses they ran. Bonham is proud to carry on today his family tradition of expanding employee ownership.
EXECUTIVE COMMITTEE
Cindy Turcot
Executive Committee Member
CEO and President
Gardener's Supply Company
Ali Jamshidi
Executive Committee Member
VP of Finance & CFO
CTL Engineering, Inc.
Karen L. Ellis
Executive Committee Member
EVP, Human Resources
Superior Farms/Transhumance Holding Company Inc.
Steve Earle
Executive Committee Member
VP of Kitchen Operations
Mid South Building Supply
Gary Shorman
Executive Committee Member
Chairman & CEO
Eagle Communications
Becky Streff
Executive Committee Member
CEO
Holden Industries, VP
Cara Benningfield
Executive Committee Member
Partner
FORVIS
Connie Burnette
Executive Committee Member
Vice President, Dept. Mgr. Human Resources
Wiley|Wilson
BOARD OF TRUSTEES
Merri Ash
Sr. Vice President, Fiduciary Trust Group
TI-Trust, Inc.
Ted Becker
Partner
McDermott, Will & Emery, LLP
Dr. Daphne Berry
Associate Professor of Management
University of Hartford
J. Randall Bishop
Owner
J. Randall Bishop Consulting Services
Brian Bowers
President/CEO
Bowers + Kubota Consulting, Inc.
Tabitha Croscut
Shareholder
Devine, Millemet & Branch, PA
Kurt David
Eagle Communications, Inc.
President, CEO
Janet M. Edmunson
President
JME Insights
Mark R. Fournier, CFA
Managing Director
STOUT
Jeffrey Gelburd
Vice President
Murray Securus
Steven Greenapple, Esq.
Principal
SES ESOP Strategies
Davin R. Gustafson
Principal
Apple Growth Partners
Susan Hoesly
Principal
Verit Advisors, LLC
Brian Ippensen
President
TI Trust INC.
Jeffrey Jamerino
Business Advisor/Consultant
Lazear Capital Partners, Post-Closing ESOP Advisory Services
Mick Lamond
CFO
Newport Harbor Corporation
Mark Lomele
Board Member
Recology
Andy Manchir, ASA, CMA, CEPA
Director of Business Valuation & ESOP Services
Kats, Sapper & Miller
Alexander Moss
President
Praxis Consulting Group, Inc.
Marcus Piquet, CPA
Senior Managing Director
Ambrose Advisors
Robert Schatz
Partner
ESOP Plus: Schatz, Brown, Glassman LLP
Peter Shuler
Partner
Crowe LLP
Scot Storjohann
Sr. Vice President
GreatBanc Trust Company
Steve Suckow
Director of ESOP Practice
BMO Harris Bank
Raman Venkat
Office of the CEO/CFO
LeFiell Manufacturing Company
Doug Wright
President
Mountain Hardware & Sports
Joseph Verri
Senior Vice President- Financial Advisor
Morgan Stanley
Derrick Vick
VP, CFO
Freedom Industries Inc.
Peter Ney
Executive Vice President, Treasurer and Director
EA Engineering, Science, and Technology, Inc., PBC