Chief Executive Officer
Roger D. Silk is widely recognized as a leading expert in the field of private foundations and charitable trusts. As a founder and board member of several non-profit organizations, former bond trader at the World Bank, and Stanford-trained Ph.D. economist, Dr. Silk possesses a unique blend of experience, practical knowledge, and theoretical insight which have enabled him to help build Sterling into the market leader that it is today.
Dr. Silk's expertise in the non-profit field is particularly deep. He has helped multi-million-dollar non-profits rethink how they do business and has led the complete restructuring of several charitable organizations. He has developed a wide range of successful philanthropic projects for clients. Projects include such diverse areas as development of scientific research laboratories, design of measurement programs to gauge the effectiveness of scholarship programs, preservation of environmentally sensitive areas through scenic easements, and development of curriculum for use in high schools nationwide.
As both a speaker and an author, Dr. Silk has educated a wide audience on a variety of issues related to private foundations. His articles have appeared in magazines such as Estate Planning, Philanthropy, the Journal of Financial Planning and Trusts & Estates. Dr. Silk is the author of two important studies relating to the optimal use of charitable vehicles in various tax planning contexts. He has spoken to audiences around the country on the types and uses of charitable entities, and has worked closely with one of the world's five largest banks to demonstrate the role private foundations can play for wealthy clients. Dr. Silk is a member of the Trusts and Estates editorial advisory board for philanthropic matters.
Dr. Silk has worked with numerous investment, financial planning, and legal professionals to educate them, their firms, and their clients about the benefits and characteristics of private foundations and other charitable structures. Dr. Silk has more than a decade and a half of experience in sophisticated tax and charitable planning for wealthy individuals and families. Having managed multi-billion-dollar portfolios for institutions such as the World Bank and created investment portfolios for wealthy individuals, he understands the broad variety of investment and taxation issues that arise in charitable contexts.
Dr. Silk earned a Ph.D. and an M.A. in applied economics from Stanford University, as well as a B.A. in economics (with distinction). He is the author, along with James Lintott, of Creating a Private Foundation (2003) and Managing Foundations and Charitable Trusts (2011).