Financial Services Leaders Join Palm Health Foundation Philanthropy Committee

 

Philip M. Reagan, executive director and the Florida co-lead for the Private Business Advisory Group within the Private Bank at J.P. Morgan, and Patti Travis, senior managing director at First Republic Bank, have joined Palm Health Foundation’s philanthropy committee.  The two seasoned financial services leaders will help lead the board of Palm Health Foundation in its resource development and fundraising efforts.


Reagan brings an expertise in advanced estate planning and comprehensive wealth management strategies for business owners, wealthy families and foundations. His leadership experience at other prominent nonprofit organizations is a another strong asset for the foundation, including positions as secretary for the Palm Beach Symphony, former board director and campaign chairman for Habitat for Humanity of Palm Beach County and former board director and investment committee member for Chapman Partnership in Miami.

Travis, also an active member of the philanthropic community and currently a board member of the Big Dog Rescue Ranch, will help guide the committee based on her leadership in full-service private banking, private business banking and private wealth management. In her current role as senior managing director at First Republic Bank, Travis is a leader in new business development, establishing and managing relationships for families and individuals with an average liquid net worth of $25 million or more. As a company, First Republic Bank is very focused on operating responsibly, which includes being a philanthropic partner in the Palm Beach community, providing a diverse and inclusive workspace and helping to sustain the environment. 


Reagan and Travis will join a committee of ten members, to guide fundraising strategy, cultivate and steward major donors, engage trustees in the foundation’s fund development work and ensure ethical development policies and procedures are in place.


“Patti and Phil come to us from extraordinary backgrounds and organizations, enhancing our standing in the philanthropic community as Palm Beach County’s community foundation for heath,” said Patrick McNamara, president and CEO of Palm Health Foundation.  “Together with the outstanding leaders on our philanthropy committee, they will help us grow our family of donors who are committed leading change for better health.”


About Palm Health Foundation 
Palm Health Foundation is Palm Beach County’s community foundation for health. With the support of donors and a focus on results, the foundation builds strong community partnerships, respects diverse opinions, advocates for its most vulnerable neighbors and inspires innovative solutions to lead change for better health now and for generations to come. The foundation supports health equity for Palm Beach County residents of all backgrounds, heritage, education, incomes and states of well-being. Palm Health Foundation has invested more than $83 million in Palm Beach County health since 2001. For more information about Palm Health Foundation, visit palmhealthfoundation.org or call (561) 833-6333.

 


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