Board of Trustees
The Board is the guardian of the school's mission.
It is the board's responsibility to ensure that the mission is relevant and vital to the community it serves and to monitor the success of the school in fulfilling its mission.
The Principles of Good Practice from the National Association of Independent Schools
Preamble: The following principles provide common ground for interaction between independent school professionals and their many constituents (parents, students, colleagues at other schools, and the public). The NAIS Principles of Good Practice for member schools define high standards and ethical behavior in key areas of school operations to guide schools in becoming the best education communities they can be, to embed the expectation of professionalism, and to further our sector’s core values of transparency, excellence, and inclusivity. Accordingly, membership in NAIS is contingent upon agreement to abide by "the spirit" of the PGPs.
Overview: The board is the guardian of the school's mission. It is the board's responsibility to ensure that the mission is relevant and vital to the community it serves and to monitor the success of the school in fulfilling its mission.
Principles of Good Practice:
- The board adopts a clear statement of the school's mission, vision, and strategic goals and establishes policies and plans consistent with this statement.
- The board reviews and maintains appropriate bylaws that conform to legal requirements, including duties of loyalty, obedience, and care.
- The board assures that the school and the board operate in compliance with applicable laws and regulations, minimizing exposure to legal action. The board creates a conflict of interest policy that is reviewed with, and signed by, individual trustees annually.
- The board accepts accountability for both the financial stability and the financial future of the institution, engaging in strategic financial planning, assuming primary responsibility for the preservation of capital assets and endowments, overseeing operating budgets, and participating actively in fund raising.
- The board selects, supports, nurtures, evaluates, and sets appropriate compensation for the head of school.
- The board recognizes that its primary work and focus are long-range and strategic.
- The board undertakes formal strategic planning on a periodic basis, sets annual goals related to the plan, and conducts annual written evaluations for the school, the head of school, and the board itself.
- The board keeps full and accurate records of its meetings, committees, and policies and communicates its decisions widely, while keeping its deliberations confidential.
- Board composition reflects the strategic expertise, resources, and perspectives (past, present, future) needed to achieve the mission and strategic objectives of the school.
- The board works to ensure all its members are actively involved in the work of the board and its committees.
- As leader of the school community, the board engages proactively with the head of school in cultivating and maintaining good relations with school constituents as well as the broader community and exhibits best practices relevant to equity and justice.
- The board is committed to a program of professional development that includes annual new trustee orientation, ongoing trustee education and evaluation, and board leadership succession planning.
- Katrina Maestri, President
- Rae Boerema, Secretary
- Heidi Daunt
- Caroline Haskell
- Paul Hoffman
- Michael McMahan
- Kate Mulligan, Head of School
- Arthur Pasquinelli, Treasurer
- Past Trustees
Katrina Maestri spent 15 years in an international corporate career with General Motors and has a wide range of Marketing, Strategy, and New Business Development experience. While at GM, she specialized in working with start-up operations, including entering new geographic markets as well as launching new technology ventures. Since leaving the corporate world, Katrina has enjoyed applying her experience to non-profits in both the U.S. and abroad. Katrina and her family moved to the U.S. in 2010 so that her daughter could receive the specialized support she needs to thrive with her dyslexia. Katrina is passionate about fostering educational opportunities for students with learning differences and raising awareness regarding the high potential of this creative, dynamic population. She has served on the Chartwell Board since 2014 and is currently the Vice President.
Raynette (Rae) Boerema brings a depth of marketing, financial and strategic planning experience to the Chartwell Board after a 17-year career in banking, financial strategy and risk management. She earned a business degree from University of San Diego, financial planning certification from Texas A&M and continued studies for innovation and entrepreneurship through The Wharton School and Stanford University. Rae developed a deep connection to the language based learning differences community after her son was diagnosed with dyslexia and became a Chartwell student. After two years of service in the Chartwell library, Rae indicated that she "would like to offer a contribution of Board service towards…making Chartwell accessible to a greater number of children who have language-based learning differences.” She has served on the board since 2017.
Heidi Daunt wrote in her resumé that she would like to serve on the Chartwell Board of Trustees because she, herself, is Dyslexic as are her son and daughter (Alora is a Chartwell graduate). Heidi is passionate about her work as Branch Manager at TreeHouse Mortgage Group and has enjoyed a 30-year career in the Finance and Mortgage Industry. Heidi earned her degree in International Policy Studies with focus on the French and Spanish languages from the Monterey Institute of International Studies.
Caroline Haskell is currently the Director of Health and Wellness Services at California State University, Monterey Bay. Caroline earned a M.S. in Social Work from Columbia University School of Social Work as well as a B.A. from U.C. Berkeley. She also possesses an Advanced Graduate certificate in Contemplative Clinical Practice from Smith College. Caroline has over 30 years’ experience providing program development and management, clinical/counseling services, psycho-educational workshops, and training programs in education, health care, and human/social services. Caroline’s extensive clinical experience will bring another dimension to the Chartwell Board.
Paul Hoffman was elected to the Chartwell Board of Trustees in 2018. In 2013, Paul retired to Pebble Beach after a long career in software sales most recently as President of Worldwide Field Operations for Informatica, an Enterprise Cloud Data Management and Data Integration company. Paul is an Active Lay Minister and member of the Finance Council at Carmel Mission Basilica. He is a Provisional Knight with the Order of Malta and has volunteered on multiple pilgrimages to Lourdes in their work of feeding the homeless and caring for the elderly, sick, and imprisoned. Paul also serves on the boards of the Monterey SPCA and Montage Health Foundation.
Michael McMahan is a recently retired lawyer who practiced law in Monterey County for over thirty years. Mick may be new to the Board of Trustees but he's hardly new to Chartwell. As Nicki McMahan and Judy Lewis were co-founding the school, Mick was advising the first Boards of Trustees and often doing the books. When Chartwell began searching for a permanent home, Mick joined the Site Committee and was deeply involved in finding the location and planning and building the new campus. In addition to being married to one of the founders, Mick is the father of Michel, who attended the first two summer schools, and the grandfather of two other Chartwell alumni. Mick is an avid boater and enjoyed cruising with a number of members of the Chartwell family, including Chuck Jacobson and Douglas Atkins. Mick has been a Trustee since 2014.
Kate Mulligan is an ex officio member of the Board of Trustees. In five positions as Head of School and multiple administrative and teaching positions in a career devoted to education, she has demonstrated a lifelong commitment to education, teaching, learning, and children.
Most recently, Kate was the Head of School of Westside School in Seattle, WA. She holds a BA in English from Dartmouth College, and an Ed.M. in Teaching Curriculum and Learning Environments from Harvard University. She brings to Chartwell a strong record of research-based program and curriculum development, particularly regarding 21st Century Skills, student-centered and project-based learning, and arts integration.
Arthur Pasquinelli joined the Chartwell Board in July 1993 and he has also served as an interim Executive Director for the school. Art earned his MBA from Pepperdine University and currently operates a consulting firm, Pasquinelli Management Services. Married to Elizabeth, Art makes his home in Monterey.
With Gratitude to Chartwell's Past Board Members for their Service to the School. Ralph Bailey, Jonathan Beck, Laurie Benjamin, Sandra Bernstein, Ingrid Brant, Peter Brooks, Tom Bryan, David Buchanan, Richard Campbell, Meg Conners, Virginia Cooper, Judy deRegt, Thomas deRegt*, Sue Dewar, Robert Egnew, J. Randolph Elliott, Hakan Erdnic, Katie Ewen, Scott Fosmark, Stewart Fuller, Shane Fuller, Richard Green, Catherine Hawley, Skip Harrison, Robert Hernandez, Lyn Higashi, Len Hughes, Mary Jane Gonzalez-Huss, Duffy Grant, Lori Johnson, Gregory Kraft, John Laughton, Mary Ann Leffel, Judy Lewis*, Thomas Mallett, Susan Matchum, Nicki McMahan*, Bruce Michels, Carrie Miles, F. Bradford Niebling, Virginia Northcote, Kathryn Olivas, Nathan Olivas, Mollie O'Neal, Dave Pfaff, Paula Robinson, Robert Sageman, Simon Salinas, Roy Schindelheim, Betsy Shea, Terri Silva, Sharon Smith, Sam Spring, Kay Sullivan, Michi Takigawa, Ellen Thorp, Jason Togneri, John Ward, Steven Whyte, Russ Wilks, Lynne White-Dixon, Nancy Zahm, Blanca Zarazua, Marsha Zelus*.
In Memoriam: Shreve Archer, Edward Bernstein, Betsy Bliss, Jean Draper, Sue Dewar, J Randolph Elliott, James Flippen, Larry Frisone, Chuck Jacobson, Harvey Kilpatrick, Marjorie Love, Richard Myler, Robert Sageman, Jennefer Santee.
* Trustees Emeriti