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The Concord Advisory Group, Ltd: May 2024 Market Highlights
The Foundation utilizes Concord Advisory Group as our trusted partner for investment management services. The Foundation’s investment programs serve organizations to provide annual income and financial wellness as well as…
Welcome To The Team: Ari Picos
Ari Picos started at the Catholic Foundation in April and has taken on the Community Services Coordinator position. Ari is responsible for many essential projects that are managed by the…
Join Us in Celebrating Our Team Members CAP ® Designation
The Catholic Foundation, with our trusted partners for the Central Florida CAP® Study Group, hosted a breakfast at the Edyth Bush Institute in honor of the Chartered Advisor in Philanthropy®…