Our Team

The team that makes FUND Consulting one of the leading resources.

Our Team

Ruth Barber

Partner

Ms. Barber became a Partner at FUND Consulting in 2002, bringing with her extensive experience in market research and project management. As Partner, she has directed more than 30 ongoing and one-time projects a year and has managed and delivered approximately 50 market studies to CDFIs nationwide.

Learn More

Our Team

Manjima Bose

Partner

As Partner, Manjima is responsible for coordinating client service delivery for a portfolio of 15 – 20 clients through the management of a team of three Consultants. Her work includes providing strategic input on portfolio projects and the company as a whole. Her project work includes market studies and related research projects, strategic planning, government and foundation funding applications, CDFI certification applications, reporting and compliance assistance, and marketing assistance.

Learn More

Our Team

Lolita Sereleas

Founding Partner

Since its inception in 2000, Ms. Sereleas has grown FUND Consulting from a staff of one with two clients to a staff of seven employees and nearly 250 clients spanning the nonprofit, municipality, and CDFI industries today. Ms. Sereleas has 20 years of direct experience in the CDFI industry, working the CDFI Fund’s first Bank Enterprise Award (BEA) help desk in 1994 and spearheading FUND Consulting’s development into the premier consulting firm serving the CDFI industry.

Learn More

Our Team

Ann Chmura

Associate Consultant

As an Associate Consultant and member of FUND Consulting’s Compliance and Certification Center, Ann is primarily responsible for assisting CDFIs with the completion and submission CDFI Certification applications and compliance reports.

Learn More

Our Team

Jessica Kursman

Consultant

As a Consultant, Jessica is responsible for managing a variety of projects including government funding applications, CDFI certification, strategic plans, and reporting and compliance assistance. Her project work includes preparation and implementation of project plans, development of research tools, research analysis, and production and presentation of customized reports.

Learn More

Our Team

Emily Sipfle

Consultant

As a Consultant, Emily is responsible for managing a variety of projects including government funding applications, market studies, CDFI certification, and reporting and compliance assistance. Her project work includes preparation and implementation of project plans, development of research tools, research analysis, and production and presentation of customized reports.

Learn More

Our Team

Dan Sloan

Consultant

As a Consultant and member of FUND Consulting’s Compliance and Certification Center, Dan’s project work includes CDFI Certification applications and compliance reporting. In particular, Dan’s experience includes CDFI Target Market and Accountability analyses, completion of Certification and Recertification applications, completion of CDFI compliance reports including Institution Level Reports (ILR) and Transaction Level Reports (TLR), and data collection and analyses for client specific and industry level research. Additionally, Dan’s project works includes the completion of strategic projects such as research data collection and analysis, including client surveys, and impact reports.

Learn More

Our Team

Caitlin Solander

Consultant

As a Consultant, Caitlin is responsible for managing a variety of projects including government funding applications, CDFI certification, and reporting and compliance assistance. Her project work includes preparation and implementation of project plans, development of research tools, research analysis, and production and presentation of customized reports.

Learn More

Our Team

Moira Warnement

Senior Consultant

As a Senior Consultant, Moira is responsible for managing a variety of projects including government funding applications, market studies, CDFI certification, and reporting and compliance assistance. Her project work includes preparation and implementation of project plans, development of research tools, research analysis, and production and presentation of customized reports.

Learn More

Our Team

Jennifer Weitzel

Senior Consultant

As a Senior Consultant, Jennifer is responsible for managing a variety of projects including government funding applications, market studies, CDFI certification, and reporting and compliance assistance. Her project work includes preparation and implementation of project plans, development of research tools, research analysis, and production and presentation of customized reports.

Learn More

fund-consulting-logo_website-footer

1165 N Clark St, Suite 300
Chicago, IL 60610
773.281.8845

FUND Consulting, LLC ©
Website powered by Little Jack

773.281.8845 | 1165 N Clark St, Suite 300, Chicago, IL 60610