Bob Aller- Financial Services, Consumer Products/Retail

From 1991-2009, Bob worked at SEI , a diversified financial services company located in Oaks, PA and the leading global provider of outsourced asset management, investment processing and investment operations solutions. His responsibilities there focused mainly on SEI’s asset management businesses and distribution of those services to high net worth individuals and financial advisors in the U.S. and Europe.

Bob received a B.S. from the U.S. Naval Academy in Annapolis, MD.  After graduation, he served six years as an officer in the U.S.   Marine Corps in the U.S. and Asia.
 

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.

Coley Brown - Information Technology, Software Development, Global Financial Systems, and Sales Management

Coley is the retired President and founder of CTB Consulting. He has undergraduate degrees in Math and Economics with an MBA in Computer Applications and Information Systems from New York University. In 1975 Coley completed post graduate studies at Les Haute Etudes Commercial in France where he worked in the International Department of a French steel distributor. His early career included working at two IPO’s: The Computer Factory where he was Director of Corporate Sales and  3Com where he was the 50^th employee. Coley later went on to start a small business service bureau, a technology consulting firm and a sailing charter management company.  His background includes skills in information technology, software development, global financial systems, and sales management. 

Albert Charpentier - Electronics, Semiconductor and Computer Technology

Albert Charpentier has been involved with cutting edge technology throughout his career.  He is an entrepreneur interested in new applications of emerging technology in the electronic field.  He holds ten patents in the fields of semiconductor processing, chip design, hearing aids, and near field radar.

Albert started his career at MOS technology, which was purchased by Commodore Business Machines in 1976.  There he designed calculators, microprocessors, ROMs, DRAM, SRAM, and video chips. Albert was Vice President of Engineering at Commodore, where he led the development team responsible for the Commodore 64 Computer.  He left Commodore in 1982 to start his first company.

He was the founder and President of Ensoniq, a leading manufacturer of high-end electronic musical instruments, audio chips and add-in cards for PCs. Ensoniq was purchased in 1998 by Creative Technologies, a Singaporean company known for its SoundBlaster audio brand.

In 1999, Albert led a group of investors in the purchase of ActivE Inc, a small IT company.  He was Chairman and interim CEO and hired a new CEO and management team.  The company was sold to Neoware in 2002.  Neoware was later purchased by HP.

In 2000, Albert started Intellifit.  Intellifit licensed near field radar technology from Battelle Memorial and developed a new type of body scanner that takes measurements directly through clothing.  The measurements can be used for health care reports, fashion reports, sizing recommendations and custom clothing applications.   Intellifit was merged with Unique Solutions, a Canadian company, in 2009.

Mr. Charpentier earned a Bachelor of Science in Electrical Engineering from the University of Pennsylvania.

 Bill Cotter - Financial Services

Bill Cotter was born in Darby, PA and has lived in the Philadelphia area his entire life.  He graduated from St. Joseph’s University in    1965.   In 1979 Bill became President of T.A. Title Insurance Company, a newly formed title underwriting (insurance) 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 and grossing over $20,000,000 annually.  The company was sold to First American Corporation, a Fortune 300 company, (FAF) in 2004.  Bill remained the CEO of the holding company that controls the entire T.A. brand until 2007.

Bob DeMajistre - Medical Devices, Biomedical/Pharmaceuticals, Manufacturing/Process Controls, Chemicals

Bob is the retired President and COO of Seton Company, an international manufacturer of automotive upholstery leather and currently consults on technical and legal matters.  During his 22 years with Seton, he had responsibilities in manufacturing, marketing and sales, research and development, legal affairs, operations location assessment, mergers and acquisitions, product costing and profitability. 

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 29 years experience in private equity investing and corporate M&A.  He spent 14 years as a partner with Quad-C Management, Inc., a private equity firm headquartered in Charlottesville, VA, doing leveraged buyouts of middle-market companies.  Prior 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.

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.

Kevin Kelley - Chemical Equipment, Plant Operation

Kevin Kelley is a degreed Chemical Engineering from the University of Missouri and currently is Business Director at Kielvest, LLC (www.kielvest.com).  Kevin's career has included production engineering, capital project manager, and Director of Sales positions.  Kevin has traveled extensively and worked with customers from around the world, bringing energy, experience and entrepreneurial drive to the organizations he works with.

Fred Kielhorn - Laboratory Equipment, Sales, Distribution, Manufacturing, IT

Mr. Kielhorn is the Founder and Managing Director of Kielvest LLC, a private equity/new venture investment company. Prior to founding Kielvest, Mr. Kielhorn was a co-Founder and Managing Director of NanoDrop Technologies, Inc., a laboratory equipment manufacturer which was sold to ThermoFisher Scientific in 2007.  In his role as Managing Director he managed sales, distribution, operations and IT.  Prior to the launch of NanoDrop Technologies, Mr. Kielhorn spent 15 years at DuPont Fluoroproducts holding a variety of positions in R&D, technical service, product management, marketing and business management. Mr. Kielhorn received a B.S. in Chemical Engineering from the University of Missouri-Rolla in 1987.

Michael Levinson - IT, Internet, Accounting, Software, E-Learning, RFID

Mike is an entrepreneur, executive and active angel investor. Mike co-founded PTS Learning Systems, a company focused on corporate computer training and electronic performance support tools and software. Mike grew the company into a highly profitable international organization with over 200 employees and revenues of $30 million and sold it in 1999. Since selling PTS, Mike co-founded founded TechWise Group, Inc., an  information technology outsourcing firm for small and medium businesses.  Mike also was a founder or co-founder of LegalEdge Software, the 3E Institute, and The Academy of Manayunk, where he currently serves on the Board.   Mike most recently co-founded WizeHive, an online organization and collaboration tool.  Mike has also invested in over a dozen technology companies as an angel investor. Mike was graduated from the Wharton School of the University of Pennsylvania with an Economics/Accounting degree, obtained his CPA certificate in Pennsylvania, and was graduated from Villanova Law School with a JD.

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 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.

Tom Olenzak - Health Care Services, Medical Devices, Financial Services, Information Technology, Energy/Environmental

Mr. Olenzak has nearly twenty years of investment banking, venture capital, financial, and senior management experience in the information technology, health care, life sciences, and environmental industries.

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. 

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.

Claudia Piccirilli - Health Care, Biomedical/Pharmaceuticals, Financial Services, Consumer Products/Retail, Manufacturing/Process Controls, IT

Claudia Piccirilli founded the business and technology consulting firm of Piccirilli Partners, LLC in 2003.  Piccirilli Partners is dedicated to helping companies improve business performance through strong business analysis, performance improvement, design and implementation of practical technology solutions.

Claudia graduated with her B.S. degree from the University of Pittsburgh, and obtained her MBA from Villanova University.  She has considerable expertise in Business Analysis, Operations Research/Improvement, Application Development, Portfolio Management and Technology process improvement.  She has served as a senior advisor to a number of Fortune 500 senior executives on both business and technology issues.

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.

Jeff Strider - Professional services, Accounting

Jeff's background includes 14 years in the audit department of Price Waterhouse serving the firm's middle market and entrepreneurial clients. He spent 10 years in the firm's Richmond, Va. office and 4 years in its Philadelphia, Pa. office.  

In 1992, he joined a small litigation consulting practice and in 1993 helped transition that practice to a stand alone firm. In addition to providing accounting and audit related consulting services in  litigated matters and corporate investigations, Jeff served as the firm's Managing Director from 1997 until its sale to FTI Consulting, Inc., a public company, in October 2003. Since April 2006, he has focused on various personal and family investments.   

Jeff received a B.S. in Commerce from the University of Virginia.

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

David Twersky has over 25 years of corporate executive experience as a founder and the CEO of Dixon-Shane Drug Company, a Philadelphia-based wholesale distributor and packager of branded and generic pharmaceuticals, servicing government agencies, retail pharmacies, medical clinics, and managed care organizations. The company’s product line included a trademarked house-brand marketed under the “Dixon” label, consisting of over 130 generic prescription drugs, over-the-counter medications, and vitamin supplements. Under David’s entrepreneurial leadership, sales grew to $40 million in 2002, at which time he negotiated the sale of the company. 

Currently, David is an active investor in and advisor to innovative early-stage companies and is is the President of Robin Hood Ventures, a Philadelphia angel investor group. He also provides business mentoring and pharmaceutical consulting, and participates as a judge and guest speaker at entrepreneurial program events.  David has served on several for-profit, as well as non-profit, advisory and governing Boards including Afaxys Pharma, Take Care Health Systems, Synova Healthcare, Ben Franklin Technology Partners, Robin Hood Ventures, Mid-Atlantic Angel Fund, Planned Parenthood, Montgomery County (PA) Community College and the Huntingdon Valley Public Library.
 

Rob Weber - IT, Electronic hardware/software, Electronic Components, Internet, Manufacturing

Steven Welch - Manufacturing/Process Controls,  Medical Devices, Biomedical/Pharmaceuticals

In 2007 (at the age of 29), Steven sold the Mitos group of companies that he had started building 6 years earlier to Parker Hannifin (NYSE: PH)—an S&P 500 company. Steven founded Mitos Technologies, Inc. in 2001. At Mitos he engineered and patented the Mitos FREE FLOW® valve—the premier valve for biopharmaceutical manufacturing. Under Steven's guidance Mitos developed six marketable patents all directed at improving biotech companies efficiency in manufacturing. The company developed a worldwide sales channel to promote and sell these products. Steven graduated with a Mechanical Engineering degree from Penn State University. Steven a Co-Founder of DreamIt Ventures, a pre-seed stage venture firm that provides  aspiring entrepreneurs with funding, services from leading law firms and accounting firms, mentoring from seasoned entrepreneurs, access to capital, and a creative, rigorous environment to bring innovative business ideas to market.  In 2008, Steve was selected as a member of the Philadelphia Business Journal’s 40 under 40 and Entrepreneur of the Year.  Steven was awarded the prestigious Eisenhower Fellowship to build bridges internationally in early stage startup communities.