Osaic, one of the largest providers of wealth management strategies in the United States, announced the appointment of the 2026 board of the Osaic Foundation, the company’s 501(c)(3) private charitable foundation that supports community service initiatives led by its financial professionals, employees, and staff.
The announcement highlights Osaic’s continued commitment to philanthropic engagement through the foundation, which funds grants and organizes volunteer efforts in communities where the firm’s professionals live and work.
Over the past year, the Osaic Foundation distributed more than $500,000 in grants to over 300 nonprofit organizations across 37 states. These grants supported initiatives focused on financial literacy, cultural activities, civic engagement, service organizations, and health and human services programs.
The newly appointed board will focus on expanding the foundation’s philanthropic reach and increasing collaborative volunteer initiatives across teams within the organization. These efforts align with Osaic’s broader mission of strengthening communities while fostering relationships among advisors and employees.
The 2026 Osaic Foundation board includes:
- President and Chair: Stacy O’Keeffe, Senior Vice President of Advisor Engagement, Community & Experience at Osaic
- Vice President: John DiMonda, Senior Vice President and Co-Head of the Osaic Independent Channel
- Treasurer: Anna Bodine, Senior Treasury Manager at Osaic
- Secretary: Darlene Carey, Director of the Contingent Workforce Program at Osaic
- Executive Vice President: Allison Cooper, Senior Vice President of Event Experiences at Osaic
- Executive Vice President: Mary Gordon, Vice President of Partner Relations at Osaic
- Executive Vice President and Audit-Metric Committee Chair: Jenny My Le, Senior Vice President of Corporate Strategy at Osaic
- Executive Vice President and Co-Chair of the Disaster Response Committee: Carolyn McKinley, Senior HR Business Partner at Osaic
- Executive Vice President: Zach Parker, Senior Vice President and Head of Annuity Sales & Distribution at Highland Capital
- Executive Vice President: Brent Pryor, Vice President of Investment Advisory Consulting, Wealth Management Sales at Osaic
Founded in 2023, the Osaic Foundation operates through 10 program committees that organize group volunteer initiatives and partnerships with nonprofit organizations. These programs include community engagement activities such as veteran support initiatives, student business competitions, charity cycling events, food insecurity relief programs, and educational support projects.
One initiative, the Life Pathways program in Ferguson, Missouri, pairs financial advisors with Black young adult creative entrepreneurs, providing mentorship and professional guidance to help participants build sustainable careers.
Osaic supports more than 10,000 financial professionals nationwide and continues to expand its philanthropic efforts through the foundation by encouraging hands-on volunteerism, education initiatives, and workforce development programs to strengthen communities.
KEY QUOTES:
“Each year, our advisors and employees make a meaningful difference in their communities. I’m honored to help lead the foundation as we expand our impact and support the causes that matter most to our community.”
Stacy O’Keeffe, Senior Vice President of Advisor Engagement, Community & Experience at Osaic and President and Chair of the Osaic Foundation
“At Osaic, our culture extends beyond supporting advisors’ businesses. The Osaic Foundation brings our advisors and employees together around a shared purpose: creating meaningful impact in the communities they serve.”
Jamie Price, Chief Executive Officer of Osaic
