Charlotte-area consultants merge

By Todd Cohen

Tom Norwood, president of Davidson Consulting Group in Davidson, is joining Capstone Advancement Partners as a full partner, effective Oct. 1.

Norwood, a veteran fundraiser who has worked for Davidson College and the Air Force Memorial Foundation in Washington, D.C., formed his firm in 1997.

Joanne O’Brien Beam, a founding partner of Capstone, says the merger will make the firm “big enough to be competitive to do the large campaigns but small enough to work with small nonprofits as well, so we can be flexible and nimble to do what the client needs.”

Capstone, which is based in Charlotte and has an office in Atlanta, offers a broad range of fundraising consulting services to a broad range of nonprofits, mainly in the Southeast and the Mid-Atlantic region of the U.S.

Capstone was formed in 2003 by a group of fundraising professionals who had worked at First Counsel Inc. in Charlotte, a now-defunct firm that was formed in the early 1990s by a group of fundraisers who had worked in the Charlotte office of Pittsburgh-based fundraising firm Ketchum Inc.

In addition to Beam, formerly associate director for development at Wake Forest University and vice president for sales and marketing at North Carolina Trust Co., now U.S. Trust Co. of North Carolina, founding partners of Capstone include:

* Tim Rogers, who helped start First Counsel.

* Brigitte Roufail Peck, who is based in Atlanta and formerly worked as special events and grants coordinator for the American Red Cross, Greater Carolinas Chapter, in Charlotte.

* Alan W. Lee, former vice president for development and college relations at Queens College in Charlotte, development officer at Davidson College and director of development at Charlotte County Day School.

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