team members

About us

Meet our team

We bring a passion for progress and deep expertise in social change.

Monitor Institute by Deloitte's multidisciplinary team brings a diverse blend of cross-sector experience, and a balance of analytic capability with sensitivity to the workings of human systems.

Dana O’Donovan

Managing Director

Dana is the Managing Director of Monitor Institute by Deloitte.

Drawing on her twenty-five years as a social impact adviser, consultant, and nonprofit executive, she partners with the CEOs and leadership teams of national foundations, non-profits, and corporations to drive performance and maximize impact. Her work on issues of social impact strategy and implementation has been published in Stanford Social Innovation Review, The Chronicle of Philanthropy and Fast Company.

Prior to becoming Monitor Institute’s Chief Operating Officer in 2010, she led human assets strategy at Teach For America and started her career as a consultant at Monitor Group.

Dana has served on many nonprofit, foundation and government boards. Currently, she serves on the North Carolina Council for Women, the North Carolina Aquarium Society Board, ADAP Capital Guidance Council, The University of North Carolina’s Kenan Institute Board of Mentors and the Board of DREAMS of Wilmington. Dana graduated from The University of North Carolina–Chapel Hill where she was a Morehead-Cain Scholar.

Contact Dana O'Donovan

Joanna Burleson

Managing Director

Joanna works closely with social innovators and their organizations to scale their impact on some of society’s most complex social challenges. She is a leader in Monitor Institute by Deloitte's Adaptive Strategy practice. She has deep expertise in education and workforce development and her work spans across all dimensions of social sector strategy, from visioning and growth planning to developing operating and economic models.

Joanna’s work builds on over a decade of strategic consulting experience across the corporate and social sectors, both in the US and abroad. She began her consulting career with Monitor Group and brings this experience to Monitor Institute by Deloitte, where she helps to tackle some of the most meaningful and important strategic problems facing the social sector today. Prior to her time with Monitor, Joanna worked at Charles River Associates, conducting complex economic and statistical analysis for antitrust litigation. She obtained her B.A. in Economics from the University of California at Berkeley and her MBA from the University of California at Los Angeles. She lives in Boston with her husband and three children.

Contact Joanna Burleson

Kerri Folmer

Managing Director

Kerri advises organizations in the public, private, and social sectors as they strive to find innovative solutions to today's complex social and environmental challenges.

She has over 20 years of experience leading organizations through transformational change, defining and adapting strategy, and developing new business models. Prior to joining Deloitte, Kerri was the chief of staff and strategy at the Gordon and Betty Moore Foundation, which gives her a deep understanding of the unique leadership and operational challenges of foundations and nonprofit organizations. Starting with a degree in psychology (State Diego State University) and graduate degree in business (Santa Clara University), Kerri has long been fascinated by the human will to create change, and its inherent complexities.

Kerri and her two daughters, Toni and Shelby, live in the Bay Area and spend time together cultivating a large family garden, riding horses, and working out together at their favorite boxing gym.

Contact Kerry Folmer

Gabriel Kasper

Managing Director

Gabriel has spent nearly two decades helping leading funders and nonprofits understand the changing context for their work and make sense of what those shifts will mean for both what they do and how they do it. He tracks emerging trends inside and outside the field and translates cutting-edge commercial innovation methods into new approaches for addressing pressing philanthropic and social-sector challenges.

His work with funders at Monitor Institute by Deloitte is grounded in first-hand experience, both as the program officer for philanthropy at the David and Lucile Packard Foundation, where he was responsible for directing how the foundation used its resources to increase the effectiveness of philanthropy as a field, and as a manager of neighborhood programs at a local affiliate of the East Bay Community Foundation. He has more than 15 years of experience as a consultant, providing applied research, program design, and strategic advising services to foundations, nonprofits, corporations, and international agencies. 

He is a prolific writer and thinker about the future of philanthropy and new opportunity spaces in the social sector, having co-authored the Monitor Institute by Deloitte publications What's Next for Philanthropy: Acting Bigger and Adapting Better in a Networked World, On the Brink of New Promise: the Future of US Community Foundations, Intentional Innovation, and Working Wikily: Social Change with a Network Mindset. He has also published and spoken widely on topics including social media tools, diversity and identity-based philanthropy, social investing, and foundation collaboration. He is the designer and creator of several innovative tools for improving philanthropic practice, including the Strategy Landscape™ tool for visualizing foundation funding flows and the Foundation Sidecar Funds platform for helping individual donors piggyback on the grantmaking choices of established foundations. He is a Phi Beta Kappa graduate of Wesleyan University and holds a master's in city planning from the University of California at Berkeley, where he was captain of the men's ultimate frisbee team.

Contact Gabriel Kasper

Allan Ludgate

Managing Director

Allan has dedicated his career to helping business, non-profit, and government leaders tackle their toughest problems and create impact in a dynamic world. This unifying theme in his work links together a highly diverse client portfolio, spanning grocery retailers, education non-profits, and beer companies. Allan finds his wide-ranging experience a plus, with the most powerful insights often coming from recognizing patterns and solutions that can travel from one domain to another. Within Monitor Institute by Deloitte, Allan leads our "Education Posse," a group of practitioners working to address one of our most vexing challenges–closing the education attainment gap for low-income youth.

Allan's path began with jazz, when he picked up a B.S. in Jazz Studies (magna cum laude) and an M.B.A. in management (1st in class), both from New York University. He is a Wholistic Fitness master student, a lover of Boston sports teams, and the lucky husband of Maria and papa of Lucas and Isaac.

Contact Allan Ludgate

Tony Siesfeld, Ph.D.

Managing Director

Dr. Tony Siesfeld works with organizations to grow value in dynamic environments and build the capability to deliver sustained impact. He has about 30 years of experience delivering for-profit and for-impact advisory work. Currently, he focuses on social action strategy, measurement and evaluation, and bringing leading practices developed in business to the social sector. His work has been noted in Harvard Business Review, Financial Times, SSIR and the Wall Street Journal. He has contributed to publications of organizations such as Sloan Foundation, the Brookings Institution, and the Organization of Economic Cooperation and Development (OECD).

Tony holds a B.S. (summa cum laude) from the University of Vermont and, from Stanford University, an M.S. in Statistics and a Ph.D. in Psychology. Over the course of his career, Tony has worked as a farm hand, a special ed teacher, and in a garment factory. He comes from a family of teachers and activists.

Contact Tony Siesfeld

Core Team

Jasmine Arai

Jasmine serves as a thought partner for organizations during times of change, with over a decade of experience working with leaders to influence and drive systemic change within their organizations and across their industries. She has consulted for nonprofits and corporations to improve organizational effectiveness, create equitable talent development programs, and build diverse and inclusive cultures. Prior to joining the Monitor Institute, Jasmine worked in Deloitte's Human Capital practice focusing on organization and talent strategy for technology and life sciences clients. She is passionate about working collaboratively across industries and sectors to drive social change.

Jasmine earned her BA from the University of Michigan and her MS from Northwestern University. Jasmine dedicates her time to supporting community organizations delivering positive impact in underserved communities. She volunteers in a variety of capacities with local nonprofits, working as a tutor, mentor, and career coach. Jasmine explores libraries in every country she visits, but she enjoys trips to her neighborhood library in Los Angeles with her husband and son the most.
Sarah Brayton

Sarah is passionate about harnessing the power of stakeholders across the corporate, public, and non-profit sectors to solve complex social issues–particularly within workforce development and education. Sarah’s background in consulting blends experience with clients across the private sector, higher education, foundations, and nonprofits on engagements relating to business model innovation, organic growth, and operating model design. She has also helped design, launch, and scale Deloitte initiatives including Courageous Principals, a three-day leadership training for public school principals, and Pathfinder, a workforce development program launched in collaboration with Salesforce.

Sarah graduated with an MBA from the Kellogg School of Management where she was the Student Association President and graduated Magna Cum Laude from USC with a BA in Economics. Sarah lives in San Francisco and can often be found hiking, backpacking, and skiing in the surrounding area.
Bridget Brennan

Bridget has over 10 years of experience helping clients navigate complex projects and problems. She began her career working with clients on their globalization efforts through translation and localization; as a management consultant, Bridget has worked across Life Sciences, Insurance, and Technology, before eventually focusing on social impact topics. Bridget is passionate about the role and responsibilities of business, big and small, in society. She has worked with social entrepreneurs in the US and abroad and with multi-national corporations on their social impact efforts. She led Deloitte’s collaboration with the first-ever World Humanitarian Summit, focusing on how the private sector can help address mounting humanitarian crises. She has also worked with a number of non-profits in the areas of health and human services and education.

Bridget has an MBA with a concentration in Sustainable Enterprise and a certificate in International Development from The University of North Carolina Kenan-Flagler Business School. She lives in Chicago with her husband and son.
Katherine Dean

Katherine is passionate about diversity, civic engagement, and creating programs and processes to engage stakeholders in social change. She has a breadth of human capital experience – including performance management, change management, and persona/employee journey-mapping. Katherine has worked on several technology and organizational transformation projects across healthcare, higher education, and the non-profit sector. She has experience leveraging design thinking to identify stakeholder segments and create programs and processes that engage these stakeholders.

Based in Atlanta, Georgia, and originally from the Washington, D.C. area, Katherine is a graduate of Emory University, where she studied International Relations and Economics. Katherine is also involved in inclusion and social responsibility efforts at Deloitte.
Danielle DeVera

Danielle is passionate about bringing opportunities and resources to underserved communities and she believes strongly that individual potential should not be constrained by circumstances. She’s deeply curious about the social sector ecosystem and supporting cross-stakeholder efforts to increase impact. Growing up, Danielle was a beneficiary of education and housing nonprofits and government programs, an experience she deems pivotal in her current ability to understand and navigate the intricacies of serving and empowering those in need. She recognizes the great privilege she has in getting to now apply strategic and critical thinking to complex issues as a consultant with Monitor Institute by Deloitte.

Danielle graduated from Stanford University with a degree in Management Science & Engineering. Prior to joining Deloitte, she did freelance writing for a foundation, worked on research & databases at Stanford GSB, and had a leadership role for an Ethiopia-based nonprofit focused on health and educational services for single- and double-parent orphans.
Rhonda Evans

As the co-lead of Monitor Institute by Deloitte's impact measurement program, Rhonda works with clients to design measurement and learning systems that help organizations grow their social impact. Rhonda has more than fifteen years of experience using data, research, and measurement to promote l well-being. Previously, Rhonda served as the Director of Research of the for-benefit start-up GoodGuide, a business that enabled consumers to make more informed buying choices. Rhonda was the co-founder of an applied research consultancy focused on health, environmental and working conditions issues whose work has been published in law and policy journals; mentioned in newspapers such as the New York Times, Los Angeles Times, and Guardian (U.K.); and, recognized on the floor of the United States Senate. Rhonda holds a social science Ph.D. from the University of California, Berkeley and was also a postdoctoral fellow and visiting scholar at UC Berkeley's Institute for Labor and Employment.
Heena Khoja

Hailing from a diverse Chicago neighborhood, Heena is passionate about improving outcomes for underserved populations and bridging race and gender divides. At Monitor Institute by Deloitte, she has focused on leveraging networks for social impact and developing solutions to improve graduation rates for low-income college students. Prior to joining the Monitor Institute team, Heena worked in Deloitte Consulting’s Strategy and Analytics practice for three years on growth strategy, customer experience, and performance improvement efforts, primarily across the Life Sciences and Healthcare industry.

Heena graduated magna cum laude from the Wharton School at the University of Pennsylvania with a BS in Economics, concentrating on management, marketing, and social impact, and a minor in Hispanic studies. She currently resides in Boston and spends her free time volunteering with Big Brothers Big Sisters, traveling, binging on television, and eating desserts.
Brendan Lehan

Brendan is driven by helping clients across sectors to develop strategies to achieve greater impact through direct growth and more effective collaboration. He has experience leading ecosystem and sensing-making projects to explore complex topics at the intersection of social issues, and working with organizations to use innovative financing for social outcomes.

His work focuses on challenges that span traditional boundaries of sector and issue area, including the future of food and agriculture and financial inclusion. He has worked with leading education organizations, health funders and multi-stakeholder collaboratives, among others, on issues ranging from operating model design to technology innovation and international growth.

Brendan is a graduate of the Yale School of Management where he led the student impact investing program and co-authored research on how to encourage evidence-based practice in international development. He is a proud UMass Amherst alum and two-time City Year AmeriCorps member.
Justin Marcoux

Justin works with committed leaders to develop solutions that address pressing social issues. Since joining Monitor Institute by Deloitte, he has helped nonprofits as well as private, corporate, and community foundations challenge old assumptions and creatively imagine new possibilities.

Justin also writes and speaks regularly about social innovation. He has co-authored articles including “The Re-emerging Art of Funding Innovation,” which explores how foundations can better fund breakthrough social change, and “What’s Next for Community Philanthropy,” a look at the future of community foundations and other place-based funders. His work has appeared in publications such as the Stanford Social Innovation Review, the Chronicle of Philanthropy, and Alliance Magazine.

Prior to joining Monitor Institute by Deloitte, Justin worked at Cambridge Associates advising foundations, nonprofits, and universities on investing their endowments. Justin holds an MBA from the Stanford Graduate School of Business, where he earned the Public Management and Social Innovation Certificate. He received his BA from Boston College with Phi Beta Kappa and Summa Cum Laude distinctions. Justin lives with his wife in San Francisco.
Tej Mehta

Tej is passionate about improving outcomes for vulnerable populations around the world and believes in harnessing the combined power of the private, public, and non-profit sectors to do so. He supports actors across the ecosystem in developing innovative business and operating models, enabling them to more effectively meet their impact objectives. Tej also co-leads Deloitte’s efforts focused on supporting refugees and recently co-published A new home at work, a guide supporting employers in building a more inclusive workplace for their refugee employees. Prior to joining the Monitor Institute, he worked in Deloitte’s Customer & Marketing practice and supported clients in developing growth strategies and customer experiences across sectors.

Tej graduated from Boston College with a BA in Economics and International Studies, with a concentration in Comparative Identity Studies. He currently lives in New York and has lived in Mumbai, Amsterdam, Boston, and Dublin. Outside of work, Tej spends his free time either traveling or, when at home, hopping around all that New York has to offer – from concerts to museums to restaurants.


Jeff Morshed

Jeff is strongly committed to giving voice to underprivileged communities that have historically lacked political or socio-economic agency. Before joining Deloitte, he was a middle school teacher with Teach for America and a member of the International Crisis Group’s United Nations Advocacy team. At the firm, Jeff has worked in the US and the Middle East, focusing primarily on public sector and social impact work related to local governance, workforce development, and transportation. He has co-authored a thought leadership piece entitled “Winner takes all: The race to adopt an integrated approach to work creation in the future age of work,” which was published in the 2018 World Government Summit Knowledge Hub.

Jeff is a native of New Jersey, but has bounced around different countries such as Bangladesh, the UK, Oman, and Saudi Arabia. He has graduated from Georgetown University and Princeton University, studying international relations and Near Eastern politics/history. As a result, he is keen to bring a global perspective when addressing social impact problems. Outside of the office, Jeff is likely to be spending time with his wife and son, playing/watching basketball and soccer, learning different languages, or reading about different faiths and cultural traditions.
Lisa Newman-Wise

Lisa Newman-Wise thrives on connecting unlikely partners and unusual ideas to tackle seemingly impossible challenges.

Lisa spent her first fifteen years living abroad which left her with both a love for constant learning and a deep desire to help rectify the economic, education, and environmental disparities she witnessed as a global nomad. Over the past decade, she has worked on equity issues in the public, private, and non-profit sectors and has developed a flexible approach to leadership, coaching, facilitation, and execution to most effectively serve the circumstances. From the National Outdoor Leadership School to the US Air Force, to the Stanford Graduate School of Business, and now at Monitor Institute by Deloitte, she has built a strong commitment to making good ideas better and seeing them through to execution.

When taking a break from figuring out how to make the world more equitable, Lisa can usually be found exploring her new hometown of Washington DC with her family, practicing yoga (and patience), or searching for ways to consume less and share more.
Tracie Neuhaus

Tracie relishes working with passionate and driven leaders to help them develop innovative solutions and blaze new paths for tackling some of society's biggest problems. She draws upon over 15 years of experience working across the for-profit and non-profit sectors, both domestically and abroad. With the Monitor Institute by Deloitte, she advises leaders of foundations and nonprofits on issues related to strategy, growth, and operational effectiveness, with particular experience in the fields of workforce development, youth development, and education.

Tracie has an undergraduate degree from Georgetown University and an MBA from the Wharton School at the University of Pennsylvania. Before joining the Monitor Institute by Deloitte in 2011, Tracie spent several years as part of Monitor Group's commercial practice in Europe, consulting clients in the life sciences and consumer goods sectors. She started her career as a financial analyst, contributing to her interest in organizations operating at the intersection of the business and social sectors. Based in San Francisco, Tracie can be found most often in the mountains—either skiing or hiking—or off discovering a new country, culture, or cuisine.
Amanda Olsen

Amanda believes in the power of collaboration to solve the world's most complex social problems. She has consulted for numerous nonprofits and foundations, with experiences ranging across strategy, operations, and organizational transformation. Amanda has a deep passion for education and has a love for travel and has gone on numerous volunteer trips to consult social entrepreneurs across the globe. Her prior work at Deloitte focused on helping executives at the world's largest retailers and consumer product companies find their greatest collective wisdom through joint strategic planning efforts.

Amanda graduated with highest honors from the University of Illinois Urbana-Champaign with a dual degree in Finance and Marketing and earned an MBA and a certificate in Public Management and Social Innovation from the Stanford Graduate School of Business. At Stanford, Amanda was professionally trained as an executive coach and also took numerous classes at the design school, where she found that her biggest "ah-has" often come when putting herself directly in the shoes of the person she is trying to help.
Amy Silverstein

Amy's work with corporate clients supports them in rationalizing their CSR strategies and employee engagement efforts and draws on her 15 years of experience in consulting and Corporate Responsibility. Through this work, Amy helped establish Deloitte as a leading corporate citizen by spearheading a series of innovative initiatives including the development of Deloitte’s groundbreaking National Pro Bono Program. The program resulted in a six-year $100M commitment, White House recognition, multiple client inquiries, and significant public accolades. This experience has also proven valuable in advising social sector organizations looking to work closely with companies on a shared social impact agenda. She has an MPP from the University of Illinois at Chicago.
Jen Smith

Jen is passionate about building bridges between education and meaningful employment. She is particularly interested in how to work across the public, private, and non-profit sectors to support children and families. Jen believes workforce development and social entrepreneurship have a big role to play in improving the lives of those most vulnerable in our society.

Prior to joining the Monitor Institute, Jen worked in Deloitte’s Strategy and Analytics practice, focusing on market growth and the social determinants of health. Jen began her career at Teach for America as an eighth grade English teacher, where she also taught English as a Second Language and Special Education. During her time with TFA, she worked as the Director for Teacher Leadership Development, where she coached teachers on instructional best practice, leadership, and intersectional identity development. She is proud to have led TFA’s expansion to rural Oklahoma, where she grew up.
Avon Swofford

Avon manages the day-to-day business of Monitor Institute by Deloitte. Her skills include project design & management, financial management, grants management, and systems design, development and implementation. Avon has more than thirty years of experience in the social sector, where she has played both programmatic and financial management roles in national and international foundations and nonprofits. She served as an associate program officer at the Packard Foundation and was a program officer for the Skoll Foundation, where she helped develop and launch the Skoll Awards for Social Entrepreneurship. Avon was raised in the Appalachian Mountains of North Carolina, graduated from Duke University with a B.A in English, and is an experienced writer and editor.

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