OUR BOARD

Providing a wealth of experience and passion for our mission

Our Founding Board

Since our founding in 1998 by James McCarthy, Arthur Rock, and John Walton, the BASIC Fund Board of Directors has worked tirelessly to aid our strategic and fundraising objectives.

Thanks to our Board, which covers our general administrative expenses, 100% of donations to the BASIC Fund go directly to scholarships.

Pictured: founding members of the BASIC Fund Board of Directors at St. Peter's School, San Francisco. Clockwise from top left: Roger Walther; James H. Herbert, II; James P. Conn; John Walton; Arthur Rock; James A. McCarthy.

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Our Founders

James A. McCarthy (dec'd)
Founder & Chairman Emeritus

Managing Director, Retired
Merrill Lynch

James A. McCarthy (dec'd)
Founder & Chairman Emeritus

Managing Director, Retired
Merrill Lynch

Arthur Rock
Founder & President Emeritus
Principal, Arthur Rock & Co.

Arthur Rock
Founder & President Emeritus
Principal, Arthur Rock & Co.

John Walton (dec'd)
Founder 

Philanthropist

John Walton (dec'd)
Founder 

Philanthropist

Board Leadership

James H. Herbert, II
Chairman, BASIC Fund
Founder of First Republic Bank

Brian Griggs
President, BASIC Fund
President, Griggs
Resource Group

John Couch
Vice President, BASIC Fund
Managing Director
Goldman, Sachs & Co.

Jeremy Peters
Treasurer, BASIC Fund
Partner, KPMG LLP

Janisha Sabnani
Secretary, BASIC Fund

Executive Vice President & General Counsel
Heritage Bank

Board of Directors

Laurel Browman
General Manager
Browman Family Vineyards

Mary Del Santo
Vice President - Investor Relations, Retired
Ticketmaster

Jono Grayson
Talent Leader
Reddit, Inc.

Jurgen Huck (Jay)
Equity Analyst
Egerton Capital

John C. Kern, Jr. (Jay)
Chairman, General Partner
Kern Capital, LLC

John E. Kerrigan, Jr.
Chief Investment Officer
Santa Clara University

Ted Kruttschnitt
Managing Partner & Owner
THK Private Equities, LLC

Ronnie Lott
Managing Member
Lott Investments

Michael McCarthy
Executive Vice President & CIO
Franklin Equity Group

Jamie O’Hara
President
TSG Consumer Partners

 

Sally Johnston O’Neal
Financial Services Professional
Retired

 

Tim Ranzetta
Principal
Innovate Foundation

William T. Ring
Regional Director, Retired
The Capital Group Companies

Martin Romo
Chair and Chief Investment Officer
The Capital Group Companies

Eric A. Schwartz
Principal
The Sherman Clay Group

Martin Romo speaks at the 2025 BASIC Fund
Transforming Lives Luncheon

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Directors Emeritus

PhotoMissing

June McCarthy
Founder & Director
The BASIC Fund

James P. Conn
Director

Chief Investment Officer, Retired
Transamerica Co.

Doyle

R. Stephen Doyle
Director

Chairman, Retired
Montgomery Asset Management

Morris

J. William Morris III
Area Managing Partner, Retired
KPMG LLP

Bertero

Richard J. Bertero
Director
Founding Director, Retired
RREEF

Wilsey

Michael W. Wilsey
Chief Executive Officer
Wilsey Bennett Inc.

Edward McDermott
Managing Partner
Spring Tide Partners

Steven S. Klein
President
Bridge Partners

John Watson
Chairman & CEO, Retired
Chevron Corporation

Jeff

Jeffrey G. Edwards
Managing General Partner
JGE Capital Management

Spieker

Warren E. “Ned” Spieker, Jr.
Managing Partner
Spieker Partners

In Memoriam

Kenneth T. Derr, 1936 - 2024
Director, 2004 - 2024
Chairman, 2016 - 2019

Richard-C.-Barker

Richard C. Barker, 1935 - 2025
Director, 2003 - 2025
Director Emeritus, 2025
Chairman, 2019 – 2022

Frequently Asked Questions:

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The BASIC Fund is a privately funded 501(c)3 scholarship-granting organization whose mission is to advance education equity for low-income families by helping offset the cost of tuition at private schools in the Bay Area.