Skip to content Skip to footer
Executing on our vision to create value for people through an

Incomparable passion for excellence in investing

We are a privately held holding company and boutique asset management firm that creates value for people through investing in enterprise and philanthropy. We operate with:

A clear and proven investment philosophy
An established and disciplined process
An unwavering adherence to our mission and core values
A team of established independent investment professionals

Our Mission

We invest in enterprise, creating value for the markets, employees, communities, and shareholders served by the enterprise.

Our Values

We are guided by our values of acting with integrity and creating impact, with a focus on community and family.

Meet Our Team

Charles
Widger

Partner

Barbara
Widger

Founding Director, Widger Family Foundation

Ashley
Widger-Kaplow

Partner

Jonathan
Kaplow

Partner

Noreen
Beaman

Head of Leadership Development & Executive Coach

Phil
Green

Operating Partner

Michael

Lenge

Director of Operations

Ida
Figliuolo

Office Manager and Executive Assistant

Mike
Casel

Director of Investments

Michelle
Haines

Executive Assistant

Morgan
Petkovich
Sigelbaum

Head of Coaching & Executive Coach

Bob
Radin

Executive Coach

Create Value for People

Learn more about how a Widger Family Foundation grant might support and empower your organization’s efforts.

Visit the Site