Pat Waite

Retired Corporate Executive and Community Volunteer

Mr. Waite obtained a B.S. in Economics from Northern Illinois University, and an M.B.A. from the Atkinson Graduate School of Management at Willamette University in Salem, Oregon. His career encompassed finance positions at a variety of Silicon Valley high technology companies, including Memorex Corporation, Tandem Computers and Lam Research. He last served as Vice President, Finance at Seagate Technology.

In addition to the Catholic Community Foundation, Pat shares his financial and management experience with several other community organizations. He currently serves on the board of trustees of Willamette University and as president of Citizens for Fiscal Responsibility, a local taxpayer advocate organization. He is an emeritus trustee of the Archbishop Mitty High School board of trustees.

Pat and his wife, Ginny, married in 1981, and have lived in San Jose since 1984. They are involved members at St. Francis of Assisi, where they have served in several ministries. Pat is currently the finance chair for the parish. Their two adult children live in the Bay Area with Pat and Ginny’s grandchildren.

Anne Milligan

Anne Milligan is a 1988 graduate of Santa Clara University with a bachelors degree in Accounting. She is an alum of Price Waterhouse, where she worked in both San Jose and Stamford, CT. Subsequently, she worked as a strategic planning consultant to mid-size companies in Austin, TX, focusing primarily on financial, valuation and credit advisory services.

Anne is very active in her children’s school, St. Mary’s Los Gatos. She completed a 2-year term in June 2016 as the President of the School Board and currently sits on the Finance Board. She was Treasurer of the National Charity League – Saratoga/Los Gatos Chapter (NCL) in 2016 and enjoys serving with her daughter at the various charitable organizations served by NCL.

Anne served on the Diocese of San Jose Drexel School System Board of Trustees and she will serve on the upcoming Major Gifts Cabinet for the Legacy of Faith – Hope for the Future Campaign. She is also a member of the Finance Committee for the Catholic Community Foundation of Santa Clara County. Currently Anne is also a member of the Board of Regents at Santa Clara University. She and her husband Steve are also members of the University’s Campaign Cabinet.

Anne has been married 27 years to Steve. They have 2 children and live in Los Gatos.

Stephen M. Baroni

Partner, Accounting and CFO Advisory Services, Frank, Rimerman + Co. LLP
Steve is a partner with Frank, Rimerman + Co. LLP, a Regional CPA firm with 375 employees and 4 offices in the Bay Area and Napa Valley. Steve is in charge of the Firm’s Accounting and CFO Advisory (ACFO) Practice, which provides part time accounting, controller and CFO services for startup companies and privately-held businesses. In addition, Steve is the head of the Services to Businesses division. He has over 27 years of experience providing accounting, auditing, and cfo advisory services to early and mid-stage technology companies.

Steve grew up in San Jose in St. Martin of Tours Parish. He graduated from Santa Clara University in 1989. He is a current member and past chair of Santa Clara’s Accounting Advisory Board. Steve also serves on the Finance Committee for the Catholic Community Foundation of Santa Clara County, is a Caritas member and speaker for Catholic Charities of Santa Clara County, and has served in various leadership positions within his Parish for the past 20 years. He lives in Almaden with his wife Elisa and their three daughters, and they have been active members in Holy Spirit Parish since 2005.

Andrew Alves

Partner, Frank, Rimerman + Co. LLP

For nearly 15 years, Andy has worked with high-net-worth individuals, their closely held businesses, partnerships, and fiduciaries to minimize income, gift and estate tax. His expertise is in serving business owners, executives of public and pre-IPO companies, venture capitalists and entrepreneurs to optimize tax efficiency with complex investment vehicles, concentrated stock positions and stock option planning. He also actively assists clients with gift and estate planning matters through his experience with family limited partnerships, defective grantor trusts, charitable remainder trusts, and other wealth preservation techniques.

Brad Baron

Senior Vice President-Financial Advisor and member of the Consulting Group at RBC Wealth Management

Brad is currently in his 25th year in the financial services industry. He holds Series 7, 31, 63, 66, California Insurance and NMLS licenses. He has earned the designation of Accredited Wealth Manager, having completed the course work required by the Academy of Multidisciplinary Practice, Inc. that focuses on advanced knowledge of investment strategies, insurance, estate planning, charitable giving, business succession solutions, and retirement planning for high net worth clients. From 2006 to 2009, Brad served on the twelve-member Financial Advisors’ Advisory Council, a group that represented the 2000+ RBC Financial Advisors in discussions with senior management on matters relevant to business and operations such as client services, tools, technology, new products and other topics geared to strengthen and improve the firm’s capabilities. In 2009 he was the chairperson.

Brad is an active volunteer in the community having served on the Board of Trustees of the Health Trust, VIA Services, the SJSU College of Business Alumni, Almaden Country Day School, Financial and Administrative Support Services, Thomas Cowan Bell Scholastic Foundation, RotaCare Bay Area, the Rotary Club of San Jose Endowment and the Rotary Club of San Jose.

Brad received his Bachelor of Science in Business Administration with a concentration in Management from San Jose State University and is a member of the Sigma Chi Fraternity. Brad also graduated from Bellarmine College Preparatory. He was born and raised in San Jose, California and currently resides in Willow Glen with his wife, Marget, and three daughters, Samantha, Sabrina and Savannah.

He is a member of St. Christopher parish.

Christopher Boscia

Attorney & Founder, Boscia Legal

Chris is a trial lawyer based in Silicon Valley.  He previously served as a Deputy District Attorney in Contra Costa and Santa Clara counties.  Chris currently serves on the Board of the St. Thomas More Society of Santa Clara County, a non-profit organization of judges, lawyers, law professors, and law students dedicated to the spiritual development of its members.  He also serves as a member of the Review Board, a consultative body to the Provincial for Jesuits West, to help determine if a claim of sexual abuse of a minor or vulnerable adult by a current, former, and/or deceased Jesuit is credible.  

Chris obtained a juris doctorate from Santa Clara University and a Master’s and Bachelor’s Degree in Theology from Boston College.  Chris and his wife are members of St. Martin of Tours Parish, where his three children attend school.

Brian Brennan

Jennifer Cunneen

Founder & Principal Attorney, Cunneen Law

Jennifer Cunneen is the Founder and Principal at Cunneen Law located in San Jose, California. She has advised individuals, families, and businesses on a variety of family wealth related matters including estate planning, family business planning, special needs trusts, family foundations, gift and tax planning, and more. Jennifer forms and advises non-profit organizations, including public charities, private operating foundations, and family foundations. Jennifer is on the Board of Trustees and Executive Committee for Good Samaritan Hospital, Vice President and Director for Santa Clara County Bench and Bar Historical Society, and a member of the State Bar of California, Santa Clara Bar Association, Silicon Valley Bar Association, and Rotary Club of San Jose.

Douglas C. Hansen

Office Tax Managing Partner
Doug is the Office Tax Managing Partner of the Deloitte Silicon Valley practice. He has over 25 years of experience in public accounting, serving clients in Deloitte’s offices in Dayton, Pittsburgh and San Jose, as well as the practice in upstate NY. His diversified tax experience has been spent serving companies from the emerging growth company phase to large publicly traded multinational clients in the technology space since relocating to San Jose in 2008.

Doug graduated from Miami University, Oxford, Ohio with a Bachelor of Science in Business, Major Accountancy. Doug is a licensed CPA in California and Ohio. He is a member of the AICPA, the California Society of CPA’s and the Ohio Society of CPA’s.

Joseph Thu Huynh

Founder and CEO, Allied Manufacturing

Joseph Thu Huynh obtained a B.S. in Mechanical Engineering in Australia and an MBA from St. Mary’s College. He is the founder and CEO of Allied Manufacturing Corporation. His commitment to community service is evident through various roles, such as serving within the Secretariat of the Vietnamese Ministry at St. Martin Catholic Church, being the Lay Director for the Vietnamese Cursillo Movement in the San Jose Diocese, and representing the Vietnamese Ministry at St. Elizabeth Church. Currently, he chairs the Parish Pastoral Council, showcasing ongoing dedication to the spiritual well-being of the community. Joseph, along with his wife Ngoc, remains actively involved in the Catholic community, embodying a life marked by faith, service, and leadership.

Claire Kalia

Founding Partner, Kalia Law

Oscar Leon

Retired Middle School Principal

Donald A. McGovern, Jr.

Independent Board Director of Cars.com

Don joined the Board of Cars.com in May 2017 upon the spinout of Cars.com from Tegna creating a new public company listed on the NYSE. Cars.com is a leading two-sided digital automotive marketplace that creates meaningful connections between buyers and sellers. Don is chair of the Audit Committee, a designated financial expert under SEC regulations, and a member of the Compensation Committee.

Previously, Don served two three-year terms on the Board of CRH. During his tenure, he was Senior Independent Director, chair of the Remuneration Committee, a member of the Nomination Committee and of the Audit Committee and a designated financial expert under US SEC and UK FRC regulations. Don chaired multiple committees for Neuraltus Pharmaceuticals, Inc. and eASIC Corporation and was a member of a 9 member independent Advisory Council for NASDAQ Private Market. Don spent 39 years at Price Waterhouse Cooper (PwC) including 26 years as a partner. Don was Vice Chairman, Global Assurance Leader (a $13 billion Global practice in 2013), and a member of the PwC Global Network Executive Team, from July 2008 until his retirement from PwC on June 30, 2013.

Don has been a member of the St. Simon Parish (Los Altos) Finance Council since 2014 and Chair since 2018. He also chairs committees for the Santa Lucia Preserve and is a member of the Campaign Committee West for the Campaign for Marquette University.

Don is a member of the American Institute of Certified Public Accountants and has an active CPA license to practice in California, Illinois and New York.

Paul Normandin

Co-owner of Normandin Chrysler Jeep Dodge Ram

Paul was born and raised along with his 5 brothers and sisters in Los Gatos California and is co-owner of Normandin Chrysler Jeep Dodge Ram, a family run automobile dealership that has been in operation for 142 years in San Jose, California. He attended Bellarmine College Preparatory and went on to St. Mary’s College where he graduated with a business degree.

Over the years he has served on boards and committees at Catholic Charities, Holy Spirit School, St. Mary School, Bellarmine College Preparatory, The Catholic Community Foundation, and others related to the automobile industry and his local community.

Paul and his wife are members of St. Mary of the Immaculate Conception Parish. Their three sons attend Santa Clara University and Bellarmine.

Raymond J. Triplett

President & CEO, Triplett Financial & Insurance Services LLC

Ray is a lifelong resident of Santa Clara County. He attended St. Mary’s Los Gatos, Bellarmine College Preparatory, and Santa Clara University where he graduated in 1977 with honors.

He holds the professional designations of Certified Financial Planner, Chartered Life Underwriter, and Chartered Financial Consultant.
Ray is the President and CEO of Triplett Financial & Insurance Services, LLC, a firm founded by his father in 1953. During his 40 year career, Ray has helped some of California’s leading families and their businesses plan for the transfer of wealth and their personal values across multiple generations. Ray and his firm specialize in designing, implementing, and managing large life insurance and guaranteed income portfolios. He is a nationally recognized expert on these subjects and has spoken on these at numerous
educational seminars around the country.

Ray is a past president of the San Jose Chapter of the Society of Financial Services Professionals, past president of the Santa Clara County Estate Planning Council and a member of the Association for Advanced Life Underwriting in Washington, DC.

Ray lives in Silicon Valley with his wife Susan and is very active in the community. He has served as a consultant and board member for several Bay Area organizations, including Bellarmine College Preparatory, Santa Clara University, Catholic Charities of Santa Clara County, (where he served as the 2012-2014 President of the Board) and most recently, The Catholic Community Foundation of Santa Clara County.

Rev. Andres Ligot, JCD

Vicar General and Chancellor, Diocese of San José

Deacon Eric Simontis

CFO, Diocese of San José

Bertha Minnihan, CPA

James P. Cashman

Charmaine Warmenhoven

Ronald Pelzel

Lon Normandin