Managing Director, OneWell
Khalid Usmani is Co-Founder and Managing Director at OneWell. He brings nearly two decades of experience in wealth management, having worked at Morgan Stanley in its Wealth Management division, where he focused on growth for major clients and institutions. He also served as Chief Operating Officer of a wealth management firm that served major investment advisor platforms in the US. He holds a B.S. in Economics from The Wharton School of the University of Pennsylvania. Khalid resides in Bethesda, MD, with his wife and three children.
Explore how to build and grow your endowment through intentional donor engagement and strategic fundraising. This session will cover how to position the endowment within your broader giving strategy, craft messaging that inspires long-term support, and guide donors toward legacy and planned giving.