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Member Bios


     John Brennan - Energy, IT, Business Processing
 
John Brennan's progressed from nuclear design engineer to entrepreneurial CEO who built ICT Group into a leading outsourced customer management and business processing service firm.  John managed the buyout of ICT in 1987 and grew revenue from $2 million to over $400 million.  He managed the company’s IPO in 1996, a follow-on offering in 2006 and its sale in 2010.  Prior to ICT, John held senior marketing and strategic planning positions at Decision Data Computer Corporation and General Electric Information Services Company.  John began his career as a design engineer at General Electric Knolls Atomic Power Labs and then joined Quantum Science Corporation, a technology research and consulting firm where he rose from energy analyst to Executive Vice President responsible for its operations in New York, London and Palo Alto.

After the sale of ICT Group he formed Brennan Technology Ventures, LLC to provide management advisory services and investment capital to emerging growth companies in the CleanTech, InfoTech, Telecom and Business Processing service industries.

John holds a BS in Nuclear Science from SUNY Maritime College, a MS in Nuclear Engineering from Penn State and a MS in Management from RPI.  John is active in professional societies and community service and has received numerous recognition awards from professional and non-profit organizations.  He currently serves on the Service Enterprise Engineering Advisory Board at Penn State; the Advisory Board of the Bucks County YWCA; and the Board of Trustees of Holy Ghost Prep.  John and his wife Jean, parents of six and grandparents of seven, reside in Yardley, Pennsylvania and Avalon, New Jersey.

Larry Brotzge - Financial Services, Insurance, College market

Larry's business background includes eleven years with Ernst & Young, ten years as Corporate Controller and CFO for two major divisions of Providian Corp (a Fortune 500 financial services company), and five years as a founder of a "corporate venturing project", which resulted in Providian establishing an entirely new business.

Since 1994, Larry has been an independent consultant and an angel investor. He has an ownership position in several small/start-up businesses and consults with a number of other companies. Larry is a general partner and board member of Robin Hood Ventures.


Anthony Cambeiro - IT, Financial Services

Anthony Cambeiro is the founder of Anthology Capital Group, a value oriented hedge fund. Anthology’s approach to concentrated value-oriented investing focuses on businesses that typically have high returns on capital; purchasing those stocks during periods of distress. Anthology augments those holdings with a selection of individual short positions, market hedges, and special situation trades. Prior to that, he spent 10 years at Downtown Associates, a $200mm AUM value-based hedge fund, where he was the Co-Director of Investments and a general partner. Anthony graduated cum laude from the Wharton School at UPENN with concentrations in Finance, Accounting, and OPIM in 2001. Anthony is also a volunteer at Ronald McDonald House, and was the president of Alumni House Corporation for Psi Upsilon Fraternity of Philadelphia from 2002-2007.


Bill Cotter - Financial Services

Bill Cotter graduated from St. Joseph's University in 1965. In 1979 Bill became founder and President of T.A. Title Insurance Company, a title underwriting company. Under Bill’s direction the company grew to operate in seven states as an underwriter and another eight states as a title agency, employing over 175 people. The company was sold to a Fortune 300 company in 2004. Bill remained the CEO of the holding company that controls the entire T.A. brand until 2007. He has been a member of the Board of Directors of Alliance Bank (Lawrence Park, PA) since 1986; is a member of the Board of Directors of the J.M. Oliver Company; and a Board member of Title Reinsurance Company (Vermont). Bill is now a partner in Title Alliance, Ltd, which develops and administers successful title insurance agencies. Bill joined Robin Hood Ventures in 2007. He and his wife, Jean, are the parents of five children and the grandparents of nine. He and his wife live in Media, PA. He is a member of the Development Committee and the Board of Directors of The Bethesda Project that provides food, shelter and social services for several hundred displaced and homeless men and women in the Philadelphia area.



  Michael Croce - IT, Lifestyle, Entertainment, Real Estate

Michael is the Vice President of Business Development for Pat Croce & Company, a private equity, family office outside of Philadelphia. Through relationships and networking, Pat Croce & Company invests in early stage companies in the technology, lifestyle, and entertainment industries. Along with Pat, Michael manages a portfolio of 30+ companies, nationwide, working with the respective management teams to help ensure future successes. Michael is also the Vice President of Business Development for Medkita, a consulting company that specializes in the establishment, improvement and management of outpatient physical therapy practices. Michael is also the President & CEO of Seacliff Property Group, a boutique real estate investment company at the Jersey Shore. Michael is a member of Robin Hood Ventures; a group that consists of Greater Philadelphia Region entrepreneurs/investors who have joined together to fund and aid the development of local companies through their collective business experience and contacts. From 2005 – 2007, Michael was the Membership Director at Greate Bay Country Club, a private golf course within the Pat Croce & Company portfolio, in Somers Point, NJ. He was the face of the club and responsible for signing new members while focusing on existing member’s needs. Prior to Greate Bay, Michael was a Sales Representative at Mercedes Benz of West Chester in West Chester, PA. Michael received his B.S. degree in Real Estate within the Smeal College of Business at Penn State University. He resides in West Chester, PA with his wife and two kids.



  Nathu Dandora - Manufacturing, IRB Financing, Acquisitions and business turn around.

Nathu is currently President and CEO of four manufacturing companies engaged in contract manufacturing of engineered products including manufacturing of medical devices. He has an undergraduate degree in Mechanical Engineering and an MBA in Finance from Temple University. Nathu hails from India and he has been in the USA since 1972. Earlier career in his career he was a Plant Manager of a Bicycle Manufacturing Company and Vice President of Engineering and Manufacturing for a packaging container manufacturing company. In 1985 he made his first acquisition of a contract manufacturing company using conventional bank financing and Industrial Revenue Bond financing. He has used similar financing techniques for three additional manufacturing companies in 1988, 1996 and 2000. He is experienced in turn around and building strong and profitable companies. He has consistently achieved this by building strong management teams, building customer relations and creating unique incentive plans for all employees. Since 1991 Nathu has also been a member of Vistage (The world’s leading CEO organization).


Scott Fishman - healthcare marketing

Scott Fishman has over 30 years’ experience in healthcare marketing research and commercial analysis. As CEO of the firm he started in 1989, Scott directed the evolution of Research by Design (RBD) from a bedroom startup to one of the most successful and prominent firms in the healthcare research industry. Under Scott’s guidance, RBD became a key consulting resource for virtually every major pharmaceutical company, as well as a wide range of biotechnology and medical device manufacturers and healthcare advertising agencies. Following the sale of his firm to a global holding company in 2006, Scott founded Ethos LifeScience Advisors. Ethos provides guidance for investors, entrepreneurs, and start up enterprises, informing investment decisions with definitive analysis of the clinical and commercial value of new technologies. Scott also co-developed, launched and serves as consulting Program Executive for the Commercialization Acceleration Program (CAP) at the Wharton Small Business Development Center. CAP provides due diligence to Technology Transfer Offices, Incubators and VCs to support commercial development of intellectual property. Scott is a professor in Marketing, Management and Strategic Planning the MBA program at Philadelphia University, holds a Master’s degree in Advertising and Marketing from the University of Texas, and an undergraduate degree from the University of Pennsylvania.


Tim Flatley - Financial Services

Tim is President and founder of Sterling Investment Advisors, Ltd., and has 25 years of experience in the financial services industry. Sterling Investment Advisors, Ltd., provides investment advising to corporations, high-net-worth individuals, endowments and qualified plans. Their client list includes many prominent corporations and entrepreneurs. Sterling has been named to the "Philadelphia 100" as one of the fastest growing companies in the Philadelphia region. Sterling acquired Preswick Capital Management in January of 2007. Tim's responsibilities include investment analysis, executive compensation plans, portfolio risk management and quantitative portfolio reporting. In addition to having a Series 7 license, Tim is also a General Securities Principal (series 24) and a Registered Options Principal (Series 4, held by only 2.4% of brokers in the US). He has completed advanced training in technical analysis and is also a Chartered Financial Consultant. Tim has co-founded two financial service companies that presently oversee $700 million of investment assets. Tim was a founding member of Robin Hood Ventures, and has served as President of the Board of Directors of RHV. In 2005, Tim was elected to the Board of Directors of Alliance Bank, NASDAQ symbol ALLB. He serves on their Forward Planning Committee and their Compensation Committee. Tim and his wife Kathy, have four children and live in Berwyn, PA. He is a member of Waynesborough Country Club and the Patrons Foundation of Philadelphia.



Glen Gaddy - Consumer Product Development, Energy/Environmental, Engineering, Medical Devices, Manufacturing/Process Controls

Glen Gaddy has experience in real estate, consumer product development and venture funding. He has been an active angel investor since 2003, funding real estate, day care and business services ventures. His prior experience includes heading a research and development laboratory for a leading building materials company and leading real estate services for the world's largest consulting engineering firm. He has published in professional journals and has served as the Principal Investigator on over $8M of government research programs. He is an active reviewer of applied research grant applications in both the United States and abroad.


Ed Harvey - Industrial/Consumer, Retail/Restaurant, Private Equity, M&A, Financing

Ed has over 29 years experience in private equity investing and corporate development M&A.  He spent 14 years as a partner with Quad-C, a private equity firm headquartered in Charlottes Ville, VA doing leveraged buyouts of middle-market companies.   Priot to Quad-C, Ed spent 15 years in various positions with W. R Grace & Co., 12 years of which were spent in corporate development activities. Ed retired from Quad-C in 2003.  He currently serves as Senior Advisor of Dominus Capital, a New York based private equity firm.  He received a B.A. in English Literature from the University of Pennsylvania in 1971 and an M.B.A. in Finance from Wharton Graduate in 1975.   



Gregory Harriman - Biopharmaceuticals, Medical Devices, Diagnostics, Healthcare

Greg is the president of Main Line Ventures, an investment and consultancy company offering funding, technical expertise, and executive management experience to entrepreneurs and early stage bioscience and healthcare companies in the Mid-Atlantic region. Greg is an accomplished executive with over 20 years of experience with increasing responsibilities in academic medicine and biopharmaceutical companies. He received his medical degree from the University of California, San Diego and trained at Washington University in St. Louis, MO and the National Institutes of Health in Bethesda, MD. He is board-certified in internal medicine, infectious diseases, and clinical & laboratory immunology. He previously had a successful academic career at the NIH and Baylor College of Medicine, having published over 40 articles and book chapters, receiving NIH and private foundation grant funding, and performing innovative, significant research in immunology, vaccines, and immune-mediated diseases. He is a fellow of the American College of Physicians and is a member of several other professional medical organizations, including the American Academy of Asthma, Allergy & Immunology. He has held leadership positions in several small and large biopharmaceutical companies having global experience in the successful research and development of pharmaceuticals, biologics, medical devices and cell therapies, including a multi-billion dollar product for treatment of immune-related diseases.



Joe Herbst - Manufacturing, Process Controls, IT, Consumer Products

Joe has over 24 years of business experience in various financial capacities. He spent eleven years in commercial lending with CoreStates in Philadelphia which was acquired by Wachovia Bank in 1998. While at CoreStates, he managed a group of middle market lenders and was responsible for large corporate customer relationships. Since 1994 he has served as CFO at a number of early stage technology companies and has experience in manufacturing, software, financial services and consumer products companies. He has been an active angel investor since 2004 and is currently on the board of a consumer products company, on the board of Daily Worth, and is on the board of Robin Hood Ventures.

Joe received his BS in Finance from Penn State University.


Antonios Kypreos - Investment Management, Emerging Markets

Antonios (Tony) Kypreos is the founder and co-managing partner of Axion Financial Group, located in Rehoboth Beach, Delaware. AFG is a boutique family owned investment advisory firm that works with a small select group of affluent and accredited status investors, in addition to the Kypreos family capital. Outside of AFG, Tony has worked in the financial services industry in both investment advisory and private client service roles. He also has worked in the alternative investment space, having co-founded an alternative investment fund. Tony has acted in an advisory capacity to start up firms and start up investment funds, as well as invested capital in early stage firms as an angel investor prior to Robin Hood. Tony has on the ground experience in entrepreneurial business ventures in emerging and frontier global markets. He has been to 24 countries for business/leisure spanning five continents, lived in five nations and speaks, reads and writes native level English and an intermediate Greek and Spanish. With regards to education, he earned his undergraduate degree from Drexel University in Philadelphia, PA where he majored in International Business and was awarded Magna Cum Laude distinction. During his time at Drexel, he completed an international business exchange in London, UK. He earned his postgraduate business degree at IE Business School (Instituto de Empresa) in Madrid, Spain and completed an MBA exchange program at Adolfo Ibanez University in Santiago, Chile. Tony is involved in the Hellenic American community and business organizations in the Delaware Valley and volunteers as a tutor and mentor in the Hispanic community in South Philadelphia.
 
Dave Kurtz - IT, Financial Services, HR/Recruiting, Trading/Capital Markets

Dave has over 20 years experience in the business world, in corporate finance, business management, business ownership, and investment management roles. Dave spent his early career in commercial lending, capital markets, and corporate finance with Continental Bank and US Airways. He then moved into entrepreneurial roles, serving as a Partner/Product Manager with FNX Limited, a successful high-growth capital markets software company. Dave then started up, built, and successfully sold Management Recruiters of Plymouth Meeting, a recruitment and staffing firm. Currently, Dave serves as General Partner, AJM Capital Partners LP, a family limited partnership, and Managing Member, KMS Capital Group LLC, a private equity investment vehicle and family office. Dave is a graduate of the William Penn Charter School, The University of Pennsylvania (BA, Economics), and The Pennsylvania State University (MBA, Finance). He is married with three children, and serves a board member of the Kurtz Family Foundation, and the William Penn Charter Alumni Society. 

Sean McDade - IT, SaaS, Market Research, Professional Services

Sean is an entrepreneur who is the founder and CEO of PeopleMetrics, a market research consultancy, located in Center City, Philadelphia. In 2001, PeopleMetrics was one of the first market research firms to develop a Software-as-a-Service (SaaS) platform for collecting survey responses and distributing results in real-time. Prior to PeopleMetrics, Sean spent five years at The Gallup Organization where he was the practice leader of Gallup's consulting division. Sean has been an angel investor since 2007 and was one of the first investors in Tender Greens, a rapidly growing California-based casual dining restaurant chain. Sean holds a Ph.D. in Business Administration with a specialization in marketing science from Temple University in Philadelphia. He has published eight articles in peer reviewed scholarly journals and has taught over 25 marketing classes at Universities in the Philadelphia region. Sean resides in Center City, Philadelphia with his wife and two kids.


Jonathan Mellinger - IT, Internet, Media, Finance, Operations, Advertisment

Jonathan has two decades of experience combining his backgrounds in digital media, finance, operations, and advertising and is the founder and principal of Calusa Early Stage Ventures, an investment fund. Calusa Ventures specializes in mezzanine debt and equity transactions for early stage companies and takes an active role in helping companies negotiate the challenges of product launch with a handful of employees. Prior to Calusa Jonathan co-founded and served as EVP of Product Development and Chief Operating Officer of EyeWonder, Inc. a pioneer in video and rich media advertising. In 2010 Limelight Networks acquired the company. Jonathan’s diverse background includes financial roles in a global insurance/reinsurance company and in the advertising industry as a director of photography and co-producer of national commercials for Coca-Cola, Sprite, and Suburban Cable.

John Moore - Energy/Environmental, Manufacturing/Process Controls, Medical Devices

John currently consults with start-up companies to develop new business. Previously, at Seton Company, he was the Controller for North, Central, and South America. Seton Company is among the world's largest suppliers of automotive leather. Prior to the Controller position, he was the Special Projects Manager where he did business acquisition and development, product pricing, and the implementation of company-wide strategic initiatives. Prior to working with Seton, John spent eight years developing cardiovascular catheters for B. Braun Medical, Inc. John holds a B.S. in Mechanical Engineering from the University of Delaware and an M.B.A. with concentrations in Finance and Marketing from Drexel University. He serves on the Board of Directors for the Pennsylvania Audubon Society.

John Moran - Medical Devices, FDA process

John Moran had 19 years in a variety of capacities with Synthes (USA), the leading manufacturer of orthopedic implants used in fracture repair. His positions included Director of Finance, VP of Finance and Administration, VP of Product Development, and President of the Spinal Implant Division. Since leaving Synthes in 1997, he has been a private investor in a number of companies, mostly in the medical device field. He is on the board of Paradigm Spine, LLC, Ranier Technology, Anika Therapeutics (a publicly-held company located in Woburn, MA), and Power Medical Interventions, Inc.

 

Percy Nikora - IT, Saas, Internet, Management

Percy is passionate about helping high-growth early stage companies achieve their full potential - from idea to exit. He is an experienced investor, entrepreneur, management consultant and Fortune 500 executive. He currently serves on the board of Cloudmine, is a member of Ben Franklin Technology Partner's Technology Investment Advisory Committee and also serves on boards of non-profits.

In addition to angel investing, he owns a boutique technology focused management consulting firm and has held leadership positions at Pfizer, Wyeth Pharmaceuticals, Merrill Lynch and Dow Jones. He has successfully started, grown and exited several software companies.

He also enjoys traveling, flying planes, racing cars, riding motorcycles and enjoying food and wine.


David Oppenheimer - Distribution, Electronic Components, Internet, Marketing, Supply Chain Management

David’s entrepreneurial management background includes two years with Astarté, a commercial incubator focusing on telecommunication and software opportunities. In 1994, David joined the executive team of Sylvan Ginsbury, Ltd., a privately held electronics engineering and trading company. After building the business to include seven design-engineering offices in Europe, in 1997 the company was sold to Wyle Electronics, a $1.5 billion distributor of electronic components, where David continued as Wyle’s first Vice President of International Marketing and Director of Business Development. In 2000, David joined Motorola spin-off ON Semiconductor (Nasdaq: ONNN) as a Director of Business Development, assisting with ON’s IPO and developing numerous traditional and electronic supply chain partnerships. Currently, David is a Consultant for Operations and Customer Service to Interline Brands Inc. (NYSE: IBI), a leading direct marketer and distributor of maintenance, repair and operations (MRO) products with over $850 million in annual revenue. David holds board positions with the Jewish Relief Agency and Keruv, two non-profit community improvement organizations in the Philadelphia area. He is also an investor in, and advisor to, several startup companies. David earned a B.S. in Economics from The Wharton School, a B.A. in International Relations from the University of Pennsylvania and an M.B.A. from UCLA’s Anderson School.

John Pearlstein - Consumer Products/Retail, Manufacturing/Process Controls

John has 18 years experience in various roles in Marketing and Manufacturing with the consumer paper goods firm, Confab Corporation. His positions included President, Manufacturing and Operations with responsibilities for R&D, plant operations, planning, and distribution. Confab was sold and since then he has been a private investor in start-up companies, and a Professor of Management at Richard Stockton College. He has also taught classes at Temple on entrepreneurship and presented research papers on Initial Public Offerings at the Academy of Management and Strategic Management Society both here and in Europe. He is currently a member of the Baiada Center for Entrepreneurship in Technology at Drexel University. John has MBA in Marketing from New York University, and a PhD. from Temple University.


  Mark Pinsley – Aesthetics, Wellness, IT

Mark Pinsley has experience as both a professional management as well as an  entrepreneur. He has been an executive at Fortune 1000 companies as well as owned his own companies. He started his career by raising angel capital to start his own electronic commerce company. Mark founded and became President of Dunbarton Business Software (a start-up provider of corporate electronic commerce capabilities), which he later sold to Inforonics, a provider of corporate e-business/e-commerce systems.  At Inforonics he became Vice President, Sales & Marketing and oversaw a more than tripling of company revenue over two years. He was then recruited as Vice President, Marketing & Product Development for Inventory Locator Service (ILS, now a division of Boeing), where he developed and launched a variety of new and enhanced, customer-driven products and services for the aviation and marine industries. In 2004 Mark left ILS to become President and an equity partner of Adaco Services, LLC, a developer and marketer of procurement and operational controls software to the hospitality industry, which he sold in 2008.  He then joined DSM (a $14B company) in 2009 as Global Director of Product Management. His role was to roll out and commercialize a corporate wellness service based on the company’s history and knowledge of wellness.

Mark left DSM and bought DermaMed Solutions a manufacturer of microdermabrasion equipment and the supplier of skincare and wellness solutions


  John Schantz - Surgery, Healthcare

John Schantz is the Acute Care Director for Lancaster General, a 600 bed hospital system located in Lancaster,PA. He recently retired  as founder and president of Plastic Surgery Associates in Lancaster where he actively worked since 1978. He has served on the boards of Lancaster General and its off-shore insurance company. Leisure time is spent on his Chesapeake Bay farm, travel, hunting, fishing and golf. He is the father of two sons. After graduating from Franklin and Marshall College, John attended Hahnemann University, receiving his M.D. in 1971. Additional study at The University of Pennsylvania and The Pennsylvania State University at Hershey prepared him to achieve board certification in both general and plastic surgery. He has been a private investor for the past 30 years.

 

Craig Schroeder - Financial Services, Technology, Real Estate

Craig Schroeder is the owner and general manager of Blue Skies Properties, a residential real estate investment company. Prior to starting this business, he worked for 16 years at MBNA, a Fortune 500 financial services corporation, serving as senior executive vice president from 1996 to 2005. His background includes experience in the key areas of consumer banking, including lending, customer satisfaction, collection, and quality assurance. Early in his career, he served as assistant to MBNA’s Chairman and CEO, and in that role he was a junior member of the team that took the company public in its 1991 New York Stock Exchange IPO. As senior executive vice president, he was responsible for a number of corporate operations, including education, administration, purchasing, communications, employment and personnel programs, and international expansion strategy. He also served for several years as executive director of the MBNA Foundation, responsible for all of the company’s community donations, volunteer programs, employment programs for people with disabilities, scholarships, and school grants. Mr. Schroeder is a graduate of the University of Pennsylvania and recently completed a master’s degree in computer and information technology at Penn’s School of Engineering and Applied Sciences.



  Robert Sutton - Healthcare

Rob Sutton is the retired founder of IMA Consulting, a national healthcare consulting firm.  Rob has over 25 years of management consulting experience in the healthcare provider industry.  His background in healthcare includes revenue cycle management, operational turnarounds, and supply chain.  Since leaving IMA Consulting in 2010, Rob has helped numerous small businesses in the Philadelphia area with strategy, back-office optimization, and/or financial management.

Rob has a bachelor’s degree from University of Delaware and a Masters in Business Administration from West Chester University.  He currently resides in Chadds Ford, PA.


David Twersky -Pharmaceutical Manufacturing, Packaging and Distribution, Healthcare IT 

David Twersky is a business executive with more than thirty years of pharmaceutical, life-science and venture capital  experience. 

David was founder and CEO of Dixon-Shane Drug Company, a Philadelphia-based wholesale distributor, private-label manufacturer and packager of branded and generic pharmaceuticals, servicing public health clinics, hospitals, retail pharmacies, physicians, and managed-care organizations. The company’s 3000-sku product line included a trademarked house brand ("Dixon's") consisting of over 150 generic prescription drugs, over-the-counter medications and vitamin supplements. By 2002,  Dixon-Shane's success as a vertically integrated pharma operation gave the company a national presence, at which time David negotiated the sale of the company.

While leading Dixon-Shane,  David co-founded and was the first President of the Premier Distributor Group, a dynamic group purchasing organization (GPO) of independent pharmaceutical wholesalers located throughout the United States.

Prior to entering the business world, David, who holds graduate degrees in Clinical Psychology and Clinical Social Work, was a practicing family therapist and a college-level Social Sciences instructor.  David's background in these fields has played a significant role in shaping his approach to business relationships and management.

David currently serves as Chairman of the Mid-Atlantic Angel Group Fund and previously was President of Robin Hood Ventures, a Philadelphia angel investor group. As an advisor to innovative early-stage companies, he  provides business mentoring and strategic  consulting, and participates as a judge and guest speaker at entrepreneurial program events. David has served on many advisory and governing boards including Carecam Innovations (mHealth), Molecular Detection (diagnostics), Afaxys Pharma (pharma), Take Care Health Systems (healthcare), Mid-Atlantic Angel Funds I and II (venture capital), Robin Hood Ventures (venture capital), Ben Franklin Technology Partners (venture capital), Planned Parenthood (healthcare), Synova Healthcare (diagnostics), Ethidium Health Systems (healthcare IT) and Montgomery County Community College (education).


   Ray Walheim - Healthcare, Financial Services, Legal Services

Ray is the retired Chief Legal Officer of MedAssurant, Inc., a leading healthcare technology company that combines advanced data analytics with highly targeted interventions to achieve meaningful impact in clinical outcomes and financial performance across the healthcare landscape.  Having co-founded MedAssurant, he also served as Chief Privacy Officer, Chief Compliance Officer, Corporate Secretary and member of the Board of Directors, and an interim Chief Financial Officer.  Prior to MedAssurant, he was General Counsel for a boutique management consulting firm working with early-stage, high-growth companies.  

Before entering the corporate world, Ray was a corporate/securities lawyer with Ballard Spahr in Philadelphia, concentrating his practice in venture capital and emerging growth representations.  He has also served in leadership positions with a number of professional associations and is an active member of the American Bar Association and the American Health Lawyers Association, in which he has served on numerous committees and initiatives, including committees on Venture Capital and Private Equity, Business Law, Ehealth, Privacy & Security, Information Security, Privacy and Data Security.  Throughout his career, Ray has written and spoken on a variety of legal and business topics, including securities, venture capital, finance and emerging company issues.  

Ray holds a degree in accounting from Villanova University and received his law degree from Villanova University School of Law.  He lives in Chester County with his wife and six children.  He is a member of Chester Valley Golf Club and serves on the Executive Committee of the Malvern Retreat House, as its past Chairman.


  Randall Warren - Financial Services, Engineering, Manufacturing, Technology , Strategic Planning

Randall has spent nearly 20 years working in the financial services industry from Wall Street to Main Street. Randall (Randy) is the President of Warren Financial and the Chief Investment Officer. He is responsible for the investment strategies employed, overseeing all trading, and running the firms day-to-day operations. Randy joined Warren Financial in 2000 with the goal of helping the firm to grow from the base originally built by Bill Warren as founder (est. 1968). At WFS, Randy focuses on providing professional, diligent, consistent management and advice for individuals, small/medium sized businesses, foundations, trusts, and executives. WFS is a boutique asset management firm handling all types of accounts as well as setting up corporate 401k programs. WFS also created and operates two hedge funds where WFS is the advisor and trader for the funds. Randy has his MBA in Finance and is a Certified Senior Advisor, as well as a representative for WFS, a Registered Investment Advisor. In 2005, Randall joined the Peacemakers and provides free financial counseling to those in financial need. His first book entitled Christ Like Generosity, was published in 2008 and focuses on Christian Philanthropy. The second edition of the book will be titled Kingdom Builder and will be released in 2010. Prior to WFS, Randy spent nine years working with FNX as Chief Technology Officer responsible for creating sophisticated trading and portfolio modeling tools which today handle, $billions of dollars of transactions daily. These products were installed at numerous major international trading banks including Bank of America, Citigroup, Credit Suisse, UBS, Deutsche Bank, Nat West, Barclays, Merrill Lynch, Sumitomo Bank, Australia New Zealand Bank, etc.



  Steven Weissman  – Supply Chain Management, Sales, Manufacturing

Steven Weissman currently serves as President of an international trade and development company.  He has spent the last 10 years focused on the international sourcing and distribution of hardware and industrial component parts.  Steven’s responsibilities include developing supply chain management programs, working closely with manufacturing companies, as well as overseeing sales throughout various industries in North America.  Steven earned a J.D. from Emory University School of Law in 2003.  He graduated in 2000 from The George Washington University with a degree in Business Administration.  He currently lives in Center City, Philadelphia with his wife and two children.



 

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