In order to strengthen the cumulative experience and overall knowledge base of HSC, a group of consultants has been gathered to assist the Advisory Council and provide feedback for relevant issues. These ladies and gentlemen are recognized experts in their respective fields of study, or significant leaders in the respective regions in which they are active in the hereditary community.
Laurie Ann Cornwell Aldinger is a native of Wisconsin born to Donald and Joyce Cornwell. She is married to Thomas Lee Aldinger and they have three sons: Tony, Michael and Steven. Laurie holds a B.A. in Accounting from North Central College, and a M.B.A. in Financial Accounting from Illinois Benedictine University. She is currently the Treasurer for Epiphany Formation. Laurie and her husband Tom remain active in a variety of civic and historical groups, and Laurie is currently enrolled at the College of Charleston, studying the Classics.
Past employers include Zodiac Boats (SC), Carolina Speech and Language (SC), McDonald’s Restaurants Ltd (London), and Chicago Bridge & Iron (IL).
Laurie’s contributions to the lineage society community are extensive, and she has provided primary leadership in a number of organizations.
Rev. Dr. Robert Girard Carroon, the son of Matthew Arnold Carroon and Agnes Girardeau Squire, is a native of Kansas City, Missouri. The Rev. Dr. Carroon completed his Bachelor of Arts degree at Indiana State University. He completed his Master of Divinity at the Nashotah House Theological Seminary and, in addition to his theological studies, obtained a Master of Arts from the University of Wisconsin. Dr. Carroon's Ph.D. (D.Litt.) was completed at England's Sussex University.
The Rev. Dr. Carroon has had an illustrious career in the American Episcopal Church, having served for many years as the Honorary Canon of Christ Church Cathedral in Hartford, Connecticut and Archivist and Historiographer of the Diocese of Connecticut. He is the current Secretary of the Board of Archives of the Episcopal Church and the Senior Priest Associate at Grace Episcopal Church in Hartford. Father Carroon now serves the Episcopal Church in America as the Director of Scholarship Programs, with the Society for the Increase of the Ministry.
Carroon, Rev. Robert Girard, Ph.D., Broadswords and Bayonets: The Journals of the Expedition Under the Command of Captain Thomas Stirling of the 42nd Regiment of Foot, Royal Highland Regiment (The Black Watch) to Occupy Fort Chartres in the Illinois Country, August 1765 to January 1766 Illinois: Illinois Society of Colonial Wars, 1984
Carroon, Rev. Robert Girard, Ph.D., A New Heart a New Spirit: Sermons and Addresses Commemorating Bicentennial of the Consecration of Samual Seabury First Bishop of the American Episcopal Church New York: Morehouse Publishing, 1988
Carroon, Rev. Robert Girard, Ph.D., From Freeman's Ford to Bentonville: The 61st Ohio Volunteer Infantry in the Civil War Pennsylvania: Burd Street Press, 1998
Carroon, Rev. Robert Girard, Ph.D., Union Blue: The Military Order of the Loyal Legion of the United States Pennsylvania: Burd Street Press, 2001
The Rev. Dr. Carroon is a member of the Union League of Philadelphia. He was a former hockey player (goaltender) with the Indianapolis Chiefs, with whom he won the International Hockey League Turner Cup Championship in 1958. He also played with the Milwaukee Falcons and on the Hartford Whaler Alumni Team of the National Hockey League. He has served as President of the Hartford Whalers and Hartford Wolf Pack (New York Rangers) Booster Club and serves on the Advisory Board of the Hartford Wolf Pack.
He is a Past President of the Connecticut Society of Genealogists, a member of the Association for the Preservation of Civil War Sites, and the Honorable Order of Kentucky Colonels. He is a life member of the Saint Andrew's Society of Milwaukee, and a member of the French-Canadian Genealogical Society; the Alliance Francaise; the Bunker Hill Monument Association; the Grant Tomb Monument Association. Father Carroon also serves as Chief Archivist for the Clan Donald USA.
In addition to Father Carroon's other roles in the Episcopal Church, he is a member of the Guild of All Souls, the Confraternity of the Blessed Sacrament, and the Society of King Charles the Martyr. In addition, he serves as Chaplain of the 82nd Airborne Association of Connecticut. Father Carroon is a member of Alpha Delta Chapter, Pi Lambda Phi Fraternity; and is a member of Phi Alpha Theta History Fraternity.
LTC Lawrence King Casey, Jr., AUS (Ret.), a native of Brookline, Massachusetts is the son of the late Lawrence King Casey and Alice Annette Boultbee from Maine. He grew up in Codman Square Dorchester, and Lexington, MA, graduating from Lexington High School. LTC Casey completed his undergraduate work at Bucknell University, where he received a B.S. in Chemical Engineering. He later graduated from the University of Pennsylvania, Wharton School of Business with a Master’s in Business Administration (MBA).
At Bucknell University ROTC he was a Distinguished Military Graduate, the Commanding Officer Pershing Rifles Company M 5th Regiment, and a member of the sky diving team. He graduated from the Ordnance School, Aberdeen Proving Grounds, MD, and the Air Defense Guided Missile School, Redstone Arsenal, AL. He graduated from the US Army Command and General Staff College (USAR School Beaumont, TX).
Additionally, LTC Casey served on active duty as Commanding Officer 226th Ordnance Detachment (Guided Missile General Support-NIKE) Korea, and the Facility Commander Combined Field Maintenance Shop (NIKE) Lincoln, RI. His reserve duty included tours with CONARC, and TRADOC, at Fort Monroe, VA; and with DARCOM at Fort Eustis, VA.
LTC Casey is now retired after 42 years in process control, and project management with ExxonMobil Chemical Company (a heritage Mobil employee). He is a Registered Professional Engineer in Texas. He has resided in Beaumont Texas the past 49 years, and owns the Lucky Shamrock Ranch, Fredericksburg, Texas, where he raises Angus Cattle.
Mr. Casey is a member of St Paul’s –Algonquin Lodge in Braintree, MA. He is a Past Worshipful Master of Beaumont Lodge #286, Texas. In the York Rite he presided over Beaumont Chapter #188 Royal Arch Masons, Beaumont Council #126 Royal and Select Masters, Beaumont Commandery #38 Knight Templars, Southeast Texas York Rite College #90, and San Felipe Conclave Red Cross of Constantine. He served as District Deputy in the Grand Lodge, Grand Chapter, and Grand Council of Texas. He was honored with the Order of the Purple Cross, and the Knight York Cross of Honor. He is currently serving as Recorder of San Felipe Conclave, and Representative of the Grand Lodge of Massachusetts near the Grand Lodge of Texas.
In the Scottish Rite he presided over San Felipe Lodge of Perfection, Galveston Chapter of Rose Croix, Galveston Council Knights Kadosh, and Galveston Consistory. He is a member of the Royal Order of Scotland. He received the 33rd Degree Inspector General Honorary, 19 Nov 1975.
He is an Amateur Member in the United Country Western Dance Council, winning two Pro-Am World Championships in Nashville with Shawna Dysart of Houston, and one in Sweden with Lisa McIntyre of Calgary. He won an Irish Championship with Susan Kirklin of Austin.
He is an Amateur Member of the National Dance Council of America and currently competing in International Latin Pro-Am with Milana Pliner of Houston. He has competed in New York, California, Nevada, Florida, and Texas, winning several Championships.
He also holds membership in the Ferrari Club of America (F-458 Spider and 612 Scaglietti), the Beaumont Country Club, the Country Music Association Nashville (Drummer), Ima Hogg Ceramic Circle Houston (past Treasurer)(expertise in English Wedgwood and Irish Belleek), the Honorable Order of Kentucky Colonels by Governor Paul E Patton, Honorary Admiral in the Texas Navy by Governor Rick Perry, Honorary Tennessean by Governor Bill Haslam, the Military Officer’s Association of America, and life membership in the New England Historic Genealogical Society.
Mr. Casey has been granted Irish arms by the Chief Herald of Ireland. The Arms are registered with the NEHGS Heraldry Committee and the Armorial Register #330.
During the petition process, the heraldic design was done by Micheal Comain, and the art by Philip Mackey, both of the Office of the Chief Herald of Ireland, Colette O' Flaherty.
The field of the shield is parted per fess embattled to reflect Lieutenant Commander Casey's military career. The single charge is a very exact reference to his name. Casey/O'Casey/Cathasaigh which derives from cathasach meaning "watchful".
The crane, in legend, stands holding a rock in one foot so that should he sleep the rock will fall and wake him. He is, then, the symbol of watchfulness and is known heraldically as a crane in his vigilance.
The armiger's eligibility to bear Irish arms is based on his dual Irish citizenship and lineal descent from his father Lawrence King Casey of Portland in the State of Maine (USA), the grandson of William Henry Casey of Cahirciveen in the county of Kerry, and his great-grandfather Daniel Casey (1833-1936) of Cahirciveen in the county of Kerry.
The crest is a distillatory - in everyday language, a still and alludes to the chemical engineering familiar in Ireland.
Above the shield is the motto Tairgeann Dua Sean Agus Fad Saoil (Hard work produces prosperity/blessing and a long life), and beneath the shield Tairgeann dua rath (Hard work produces good fortune). These mottoes are based on a statement by great grandfather Daniel Casey of Cahirciveen, who became at the time Irelands oldest farmer, and when asked what he contributed his longevity he replied "hard work in the open air".
The armiger possesses three badges, the first: Enfiling a sprig of laurel Proper an ancient crown Or represents the families of Lawrence/Laurence and King.
The surname Lawrence or Laurence derives from laurel, so the armiger chose sprig of laurel enfiled by (passing through) an ancient crown representing the name of King. A reminder of the armiger’s paternal great grandmother Anastasia Lawrence of county Kilkenny, and great grandfather Patrick King of county Clare.
Peter Arrott Dixon, son of George Peleg Dixon and Eleanor Arrott Gardner, was born in New York City. He is married to Joan Wilson Dixon of Mobile, Alabama. The Dixons have one child, Pamela Arrott Dixon.
In his youth, Mr. Dixon attended the American School in Rio De Janiero, and later attended the University of Maryland. Mr. Dixon served with the United States Army for two years. Currently retired, Mr. Dixon enjoyed a career in the National Security Agency, and served in a variety of U.S. Government positions. He was a member of the Cabinet Committee on Education during the Nixon administration.
Mr. and Mrs. Dixon have been residents of the historic district of Alexandria, Virginia for the past forty-four years.
Mr. Dixon is a member of the American Legion.
Belle Brent Clay Ward Duchin, the daughter of Mr. and Mrs. James Miller Ward, Jr., is a native of Paris, Kentucky. She was married to the late Colonel Ronald Alan Duchin, US Army Retired. She has two daughters, Elizabeth Ward Duchin White and Belle Clay Duchin Deming.
Mrs. Duchin holds a Bachelor of Arts and Master of Arts degrees in history from the University of Kentucky and has completed post graduate work at the University of Virginia. She has been a member of the Clinical Faculty at George Mason University in Fairfax, Virginia. She maintains residences in McLean, Virginia and Paris, Kentucky.
Mrs. Duchin was a member of the Board of Trustees of the McLean Orchestra and served as Co-Chairman of the Gala Committee. She was a member of the founding board of the Army Officers’ Wives Club of the Greater Washington Area (1973-1975) and was the President of the Officers’ Wives Club of Fort Knox, Kentucky in 1977. As a member of the Kentucky Society of Washington, D.C., she was a founder of the Henry Clay Distinguished Kentuckian Award, and chaired the award presentation dinners. Mrs. Duchin is the proprietor of a cattle farm in Bourbon County, Kentucky, and is an active member of the Sulgrave Club and The Army and Navy Club of Washington, D.C.
Carter Branham Snow Furr, Esq. was born and reared in Norfolk, Virginia and is the son of Carlton Harris Furr and Marion Carter Snow Furr. He is married to the former Caroline Ann Huffstutler of Birmingham, Alabama. They have one son Carter Branham Snow Furr, Jr. and three grandchildren.
Mr. Furr was educated in Norfolk public schools graduating from Maury High School. Thereafter he attended and graduated from Hampden-Sydney College in 1954 with a B. S. Degree Magna Cum Laude. Following college he attended and graduated from the University of Virginia Law School in 1957 with a J.D. Degree, at which time he was honored with membership in the Order of the Coif.
Mr. Furr began the practice of law in Norfolk, Virginia in 1958, specializing in maritime law. He was a partner in the firm of Jett, Berkley, Furr & Padgett until its merger in 1993 with the firm of McGuire Woods. After later retiring from McGuire Woods, he has maintained a small solo practice in Norfolk. Mr. Furr was a thirty-year member of the United States Army Reserve, serving in the Judge Advocate General’s Corps, retiring with the rank of Colonel.
Peter Irving Channing Knowles II, Captain USAR (Ret.) a twelfth generation Virginian, was raised in Richmond. He and his wife Brantley Carter Bolling Knowles have been married for over 50 years. They maintain residences in both Richmond and Palm Beach, Florida, where they are active in both communities. The Knowles have two sons, one grandson, and three granddaughters. His wife was President General, 2018-2021, of The Society, The Colonial Dames of America, founded in 1890.
Mr. Knowles is a graduate of St. Christopher’s School (Richmond), was graduated from the Virginia Military Institute (VMI) in 1970, where he received a Bachelor of Science in Civil Engineering, and was a Distinguished Military Graduate. Mr. Knowles is a retired Captain in the United States Army Reserves.
Mr. Knowles is a retired general contractor specializing in historic preservation. His early career began at Taylor & Parrish, INC (Richmond) which he later purchased, retiring in 2002 after selling the business. He has worked on or been a consultant to numerous iconic properties and historic churches throughout Virginia and the eastern seaboard from the 17th, 18th, and 19th centuries. In addition, he has built numerous churches, hospital additions, and buildings for schools, universities, and clubs.
The Most Venerable Order of St. John of Jerusalem (Bestowed by Her Majesty Queen Elizabeth, II), Commander - North America Priory
Mr. Knowles is former board president of the Association for the Preservation of Virginia Antiquities (APVA)/Preservation Virginia, the nation’s oldest statewide preservation group. He is also a former Trustee of the Historic Richmond Foundation, as well as a former Trustee of Saint Catherine's School (Episcopal), Richmond, Virginia.
In Palm Beach, Mr. Knowles is a former board member of the Historical Society of Palm Beach County, and a retired Commissioner in the Town of Palm Beach serving on the Architectural Review Commission. He has served on the Building and Grounds Committees of both Grace and Holy Trinity Episcopal Church (Richmond), as well as The Episcopal Church of Bethesda-by-the-Sea, Palm Beach. Mr. Knowles is also a former vestryman of Grace and Holy Trinity Episcopal Church (Richmond).
Mr. Knowles has been a keen student of military history since his VMI years. He is particularly interested in the War of Independence and the period of Colonial Wars.
Carla Lucille Whitehurst Odom, a native of Durham, North Carolina, is the daughter of the late Paul Donald and A. Lucille Martin Whitehurst. She was married to Charles Robert Odom on June 6,1964 at Grace Baptist Church, Durham. They have two daughters, Charlotte Martin Odom Lytle Perrin and Catherine Lynne Odom Quick, and three grandsons. Mrs. Odom was educated at Twadell School, Durham Schools and is a graduate of Campbell College. She is a Co-Trustee and General Partner for her extended family. She is a retired artist, business owner and consultant.
Sovereign Military Order of the Temple of Jerusalem (Priory of Saint Thomas a Becket, Dame Chevaleresse)
Author James de Maris Birchfield dedicated his book, Some British Ancestors Of Capt. James Blount to Carla Lucille Whitehurst Odom whose adventures in medieval genealogy suggested his study.
Mrs. Odom is of the Baptist and Episcopal faith, and a former member of the vestry, choir, lector, co-leader of the Young Women's Association, and Sunday School teacher. The Odoms are members of St. Luke's Episcopal Church. She is also a former President of the Protestant Women of the Chapel at historic Mark Twain Village Chapel, Heidelberg, Germany. She served as guide of a ladies regional Christian bible study for many years. The Odoms were awarded the Family Life Award that designated them as Family of the Year. She is former President of the Byrd Family Association and former Vice President and Reception Coordinator of the Board of Directors of the Petersburg, Virginia Music Festival.
The Odoms established the Hereditary Society Community LTC Charles Robert Odom and Carla Whitehurst Odom Scholarship at the College of William and Mary. The Rotary Foundation of Rotary International named Carla Odom as a Paul Harris Fellow. She received the 2009 Special Award of the National Society Daughters of Founders and Patriots of America, and Chartering Award of the National Society Southern Dames of America. Three times she was named for the National Society Colonial Daughters of the Seventeenth Century President's Award of Excellence. Mrs. Odom also received the Gloriae Coronam cum Sceptro (Crown & Scepter) in recognition of her membership and outstanding support of numerous European royally-focused lineage societies. Recently, the Order of the Descendants of El Cid Distinguished Merit Award was presented to Governor Retired Odom.
Mrs. Odom served the American Red Cross as a volunteer in military hospitals and local blood drives, as an Advanced First Aid Instructor, and as Vice President of a local Waiting Wives Club. As a Troop Leader for Girls Scouts of the USA she coordinated or assisted Scout activities in six countries. She has served as a volunteer at Veteran Medical Centers in Virginia.
After living where duty called, the Odoms resided in Virginia 33 years before returning to Durham, North Carolina. She enjoys genealogy, and floral exhibiting. She is the former President of two garden clubs and a life member of the Garden Club of Virginia. Mrs. Odom serves as Vice President of the Swampfox Board of Directors for Umstead Pines Club.
Her National Society Daughters of the American Colonists Virginia Society Regent’s project was the commission and gift of a pair of paintings by Jamestown artist Caroline Taylor. They are exhibited in the Visitors Center at Jamestown Island. To commemorate her service Virginia Daughters marked Meander Plantation at Locust Dale, Virginia. She restored an antique marble plaque as her gift to Mason’s Hall. The plaque had in the early 20thh century been dedicated in Richmond by Virginia United States Daughters of 1812 to the site that also served as a War of 1812 hospital. At the conclusion of Mrs. Odom’s term as Governor, the DC Society of Continental Society Daughters of Indian Wars CSDIW marked the grave of Chief Pushmataha at the Congressional Cemetery. During her administration, the National Society Sons and Daughters of Antebellum Planters project was the casting of an official die for bronze markers. She dedicated the first marker to Historic Stagville at Durham, NC. Mrs. Odom initiated and presented the first Presidential Families of America marker to President John Tyler's family at Sherwood Forest, near Charles City, Virginia, and a second marker to the Woodrow Wilson Presidential Library And Museum at Staunton, Virginia.
John Michael Phelps, Esq., the son of John and Dorothy Phelps, was born in Fort Wayne, Indiana. Mr. Phelps was graduated cum laude from Princeton University with a Bachelor of Arts degree in 1971. He was graduated from the University of California - Hastings College of the Law with a J.D. in 1975. Mr. Phelps is married to the former Irene Louise Cappelloni, and has one son, David Jason Phelps. Mr. Phelps has practiced as an attorney in San Francisco, California, for more than thirty-six years.
Mr. Phelps is currently a member of: the State Bar of California since 1975; the U.S. District Court, the Northern District of California since 1975; the U.S. District Court, Eastern District of California since 1977; the U.S. District Court, Central District of California since 1978; the U.S. District Court, Southern District of California since 1978; the U.S. Court of Appeals, 9th Circuit since 1978; the Bar Association of San Francisco since 1975; the Lawyers Club of San Francisco since 1975; the Bar Register of Preeminent Attorneys since 1995; and the Executives Association of San Francisco since 2001.
Mr. Phelps is a former winner of the Princeton University's S. Barksdale Penick Award. He also twice was awarded the William C. Van Siclen Award by the Princeton Club of Northern California.
Mr. Phelps was a member of the Princeton University National Committee on Schools for four years and served as chair of the Princeton University Alumni Schools Committee for Northern California for nearly ten years. He has served as Chair of the Marin County Schools Committee from 2002 to present. He also currently serves on the Princeton Prize on Race Relations for the San Francisco Bay Area. Mr. Phelps was the Princeton University, Class of 1971, Secretary from 1996-2001 and President 2001-2006.
J. Michael Phelps is very active in his local community. He is a current and longtime Board Member and Sponsor of the Marin Shakespeare Company and the chair of its Human Relations Committee. Mr. Phelps previously served as Secretary of the Reedlands Homeowners Association for several years. He served as Marin County Little League Assistant District Administrator for three years, and President of Tiburon Peninsula Little League for five years (having served previously as a Coach for several years). He was also a Coach of the Tiburon Peninsula Soccer League.
Priscilla Bruce Roberts, a seventh generation Texan, is the daughter of Olan Hanford Bruce and Jeanne Marie Lusk Bruce. She was married to the late Major General James Milnor Roberts. Mrs. Roberts’ ancestors arrived in the 1600s and settled at various places from New England to Virginia. Mrs. Roberts currently resides in Arlington, Virginia.
Priscilla B. Roberts has unusually diverse interests: business, cultural, political, military and defense, philanthropic, and spiritual. Not a by-stander, she is a person of action who thinks creatively and successfully motivates others toward team success.
Among a lifetime of achievements, awards, and honors, Priscilla B. Roberts cites the following as most satisfying:
Donor to National Defense University’s Special Collections (Washington, D.C.) of plans for the Allied Invasion of Normandy which had been given to her late husband, Major General J. Milnor Roberts, when he served on D Day during World War II. Mrs. Roberts receives annual recognition for this magnificent gift.
Donor to the Hereditary Society Community of the Major General James Milnor Roberts and Priscilla Bruce Roberts Scholarship Fund.
Donor to Gettysburg College of the Major General J. Milnor Roberts Outstanding ROTC Award.
Donor to National Defense University of the Major General J. Milnor Roberts Outstanding Student Award.
Commandeur, The Sovereign Military Order of the Temple of Jerusalem, Grand Priory of the United States of America; Member, Priory of Saint King Charles the Martyr.
John McConville Shannon was born in 1955 and raised for seven years in Washington, DC, after which his family moved to Paris for five years and Tokyo for another five before settling in New York City in 1971. He graduated from the Lycee Francais de New York in 1973 and received a BA in History from Trinity College, in Hartford, CT. He was a banker in New York for 11 years, working with European clients. Subsequently, he moved away from financial services and went to the non-profit sector. Since 1994 he has been Executive Director & Almoner of St. George's Society of New York, one of that city's oldest, continuously operating membership organizations, founded in 1770. In addition to organizing regular events for its members, the Society operates a significant charitable program of financial assistance to needy persons living in the New York area who are from the United Kingdom of the British Commonwealth. Additionally Mr. Shannon is President of the College of Arms Foundation, Inc., which was established by the College of Arms in 1984.
Mr. Shannon serves as Assistant Secretary of the Federation of Protestant Welfare Agencies in New York. He is a member of The Pilgrims of the United States; the New York Genealogical and Biographical Society where he serves as Chairman of the Committee on Heraldry; and Saint Thomas Church in New York (where he co-chaired the Every Member Canvass for two years). Mr. Shannon is also a member of The Heraldry Society and the Society of Heraldic Arts, two UK-based organizations that focus on all forms of English heraldry.
Josephine Lois Calendine Silman, the daughter of H.W. and Margaret Calendine, was born in Morgan County, Ohio. Mrs. Silman was educated at Marietta College and West Virginia University. She was employed for several years with Borg-Warner, in personnel as an Employee Coordinator. Mr. and Mrs. Silman have three children and six grandchildren, and reside in West Virginia.
She is very active in volunteer organizations, including, at various times: Easter Seal Society; March of Dimes; American Cancer Society; Hospital Auxiliary, and Girl Scouts of America. She served as President for the Mt. State Art and Craft Fair; Founder and Trustee of the Scholarship and Grant Fund; and Vice President for the Black Walnut Festival. In addition, Mrs. Silman hosted and wrote scripts for West Virginia Public Radio; hosted a weekly cable television program, "Lively Arts" for eight years; and was writer for a weekly food column, "Country Pantry".
Mrs. Silman is on the Executive Board of the West Virginia Arts Advocacy. She was recipient of "The Citizen of the Year" Award in West Virginia for her arts advocacy, by the Public Relations Society of America. Mrs. Silman was also appointed by the Mayor of Charleston to serve on Task Force for the Arts. She also served as President of the West Virginia Arts and Crafts Guild.
She also holds memberships in the Bruce Society in America and The National League of American Pen Women, Inc., Letters. Her writing contributions include articles for Center for Women's Studies, West Virginia University, Goldenseal, Plain Language and Airlines.
Mrs. Silman particularly enjoys genealogy, travel, cooking, music and theatre, in addition to spending time with her family.
Sharon Worthing Vaino, Esq. attended Fordham University School of Law, J.D., 1978, New York, NY, Dean's List Articles Editor, Law Review (full tuition scholarship). Yale College, Freshman year, 1970-71, New Haven, CT transferred to Barnard College to live in New York City, Barnard College, A.B., 1975, New York, NY, Cum Laude Dean's List Honors in History, The Seven Hills School, Diploma 1970, Cincinnati, OH, National Merit Finalist Cum Laude Society Class Valedictorian.
SEWARD & KISSEL LLP, New York, NY
Senior Attorney, 2004 to 2009
Concentration: Governmental qualified defined contribution and defined benefit plans; 401(k) plans; plan and trust mergers and terminations; participant disclosure; deferred compensation arrangements; church plans; and ERISA fiduciary issues: Qualified default investment alternatives, investment policy, and prohibited transactions Also: IRAs, cafeteria plans, welfare plans, Form 5500 reporting.
Other Not-For-Profit Service
INTERNATIONAL TRAVEL: Barbados, Bosnia and Herzegovina, Canada, Colombia, Czech Republic, Croatia, Estonia, Finland, France, Granada, Greece, Israel, Italy, Jamaica, Mexico, Monaco, Netherlands, Russia, Sweden, Switzerland, Turkey, United Kingdom
DOMESTIC TRAVEL: Alabama, Arizona, Arkansas, California, Connecticut, Delaware, Florida, Georgia, Illinois, Indiana, Iowa, Kansas, Kentucky, Louisiana, Maine, Maryland, Massachusetts, Michigan, Mississippi, Missouri, New Hampshire, New Jersey, New York, North Carolina, Ohio, Oklahoma, Oregon, Pennsylvania, Rhode Island, South Carolina, Tennessee, Texas, Vermont, Virginia, Washington, West Virginia
Nicholas Donnell Ward, the son of Frances Xavier and Sarah D. Ward, was born in New York City. Mr. Ward was graduated from Trinity School, and earned his A.B. at Columbia University in New York City. He then completed his graduate work at Georgetown University Law Center, earning an LL.B.
Record: 'The Roast Beef of Old England and accompanying pamphlet (performed on antique flute, 1983); 'Come Dance with Me in Ireland (performed on antique flute, 1982); CD; The Last Dance on the Titanic (compilation of old records and accompanying notes, 2001)
Mr. Ward is currently a member of a number of professional organizations, including the Lawyers Club and The Councillors. He is the former President of The Barristers and is a former State Chair of the American College of Trust and Estate Counsel.
Socially, Mr. Ward holds membership in the Chevy Chase Club (former Chairman of the Art Committee); the Metropolitan Club of Washington, D.C. (Member of the Library Committee); Cosmos Club (former Secretary); and Newport Reading Room. In addition, he is a former President of the City Tavern Club. Mr. Ward also holds membership in the Pilgrims of the United States, and serves as Secretary-Treasurer of The Georgetown Assembly.
Mr. Ward is also a former State Editor of The Probate Counsel, as well as former State Editor of Wilkins' Drafting Will and Trust Documents.
Jonathan Tufts Woods was born and raised in the Boston area in the seacoast town of Cohasset, Massachusetts. He is the son of Edward Franklin Woods and Lucia Russell Hedge. On August17, 1991 he married the former Alice Frances Hamilton Bloomer. They have two sons – Edward and Andrew. Jonathan attended Derby Academy, The Fessenden School and The Brooks School. He is a graduate of Ohio Wesleyan University with a BA in International Business.
Jonathan started his investment career in the Asset Management division of the French Investment Bank, Lazard Frères & Co. in New York City. After more than a decade, Jonathan moved his business to Merrill Lynch and then on to Smith Barney – which became Morgan Stanley in the midst of the Financial Crisis of 2008. In the spring of 2015, Jonathan launched “Woods Asset Management, LLC”. The company is an Independent Financial Services firm committed to world class, unbiased portfolio management for high-net worth investors, institutions and not-for-profit organizations.
After residing in Wilton, CT for 25 years, the Woodses relocated to Charleston, SC in the spring of 2021. They continue to be warmly welcomed by vast numbers of members of the Hereditary Society Community. And they are extremely grateful for the warm reception!