Meet the Team 

Leadership & Advisors

Vinny Olmstead

Managing Partner

Vinny holds the position of Co-Founder and Managing Partner at Vocap Investment Partners, operating from the Vero Beach office. His portfolio includes serving on the board of Apollidon Learning, Harness, Soundstripe, and TimeDoc. He has previously held board positions in companies such as YourCause, Food52, Vydia, Sundrop Mobile, amongst others. Furthermore, Vinny plays a pivotal role as a board member for the Investment Advisory Committee for the $200B pension fund for the State of Florida.

With an impressive career spanning more than 25 years, Vinny brings a unique mix of investment, operational, and strategic expertise. This is further enriched by his entrepreneurial experiences that started during his teenage years, thereby extending his professional insight to more than three decades. Before joining Vocap, he led as the CEO of Bridgevine, an ad technology company renowned for customer acquisition, featured in the INC 500/5000 list for six consecutive years and eight total years.

Vinny's earlier professional pursuits include serving as VP of Corporate Development at 360networks, a publicly-listed fiber optic telecom company. He also accumulated eight years of consulting experience, including a four-year stint as a Partner at Mercer Consulting, a division of Marsh McLennan, and with KPMG Peat Marwick. His career began with two years at Coopers and Lybrand providing audit and tax advice.

In addition to his corporate roles, Vinny serves on the board of the Distinguished Lecture Series and the Southeast board of YPO Gold, a subsequent stage of the Young Presidents Organization. His academic credentials include an MBA & MHS (Master of Health Science) from the University of Florida and a BS in Accounting from Flagler College. When he's not working, Vinny loves exploring exotic locations with his wife and three kids, and enjoys watching and playing tennis.

Vinny Olmstead

Managing Partner

Vinny holds the position of Co-Founder and Managing Partner at Vocap Investment Partners, operating from the Vero Beach office. His portfolio includes serving on the board of Apollidon Learning, Harness, Soundstripe, and TimeDoc. He has previously held board positions in companies such as YourCause, Food52, Vydia, Sundrop Mobile, amongst others. Furthermore, Vinny plays a pivotal role as a board member for the Investment Advisory Committee for the $200B pension fund for the State of Florida.

With an impressive career spanning more than 25 years, Vinny brings a unique mix of investment, operational, and strategic expertise. This is further enriched by his entrepreneurial experiences that started during his teenage years, thereby extending his professional insight to more than three decades. Before joining Vocap, he led as the CEO of Bridgevine, an ad technology company renowned for customer acquisition, featured in the INC 500/5000 list for six consecutive years and eight total years.

Vinny's earlier professional pursuits include serving as VP of Corporate Development at 360networks, a publicly-listed fiber optic telecom company. He also accumulated eight years of consulting experience, including a four-year stint as a Partner at Mercer Consulting, a division of Marsh McLennan, and with KPMG Peat Marwick. His career began with two years at Coopers and Lybrand providing audit and tax advice.

In addition to his corporate roles, Vinny serves on the board of the Distinguished Lecture Series and the Southeast board of YPO Gold, a subsequent stage of the Young Presidents Organization. His academic credentials include an MBA & MHS (Master of Health Science) from the University of Florida and a BS in Accounting from Flagler College. When he's not working, Vinny loves exploring exotic locations with his wife and three kids, and enjoys watching and playing tennis.

Vinny Olmstead

Managing Partner

Mike Becker

Managing Director, Vocap Investment Partners

Mike loves the entrepreneurial process and has over 20 years of investing, technology and operations experience. He works with entrepreneurs in a variety of technology sectors, including field service, media technology, supply chain, productivity, and health care IT. Mike currently serves in a Board capacity with KetteQ, boostr, XOi Technologies, Hive, and Medicom. He has also Chaired, Co-Chaired and served on the board of Venture Atlanta, one of the nation’s top technology conferences.

Prior to joining Vocap, Mike served as the COO of Triton Digital’s Applications & Services Division. During his tenure at Triton, he led the integration of multiple acquisitions and built a 100+ person Product, Technology, and Client Services team that delivered SaaS loyalty marketing, contesting, research, and gamification solutions to an expanding international client base. Prior to Triton Digital, Mike co-founded Enticent, a leading SaaS provider of loyalty marketing and audience relationship management tools for media companies. Mike helped to lead the company through three rounds of venture financing and a successful exit with the sale to Triton Digital. In addition to these roles, Mike has served as a Partner with Summit Investors, an investment partnership focusing on private and public investment opportunities. He also held positions with Kurt Salmon Associates and Andersen Consulting, where he worked on management consulting projects related to strategy, operations, and technology implementation.

Mike holds a bachelor’s degree from Duke University and an MBA from the University of Pennsylvania’s Wharton School of Business. He currently resides in Atlanta, GA with his wife and three children.

Mike Becker

Managing Partner

Mike loves the entrepreneurial process and has over 20 years of investing, technology and operations experience, much of it working with growth stage companies. He works with entrepreneurs in a variety of sectors, including marketing technology, supply chain management software, health care IT, and education technology. Mike current serves in a Board or Board observer capacity with Blue Ridge Solutions, Synthio (formerly Social123), Routehappy, Firsthand, and Array Health. Prior to joining Vocap, Mike served as the COO of Triton Digital’s Applications & Services Division. During his tenure at Triton, he led the integration of multiple acquisitions and built a 100+ person Product, Technology, and Client Services team that delivered SaaS loyalty marketing, contesting, research, and gamification solutions to an expanding international client base. Prior to Triton Digital, Mike was a founder and COO of Enticent, a leading SaaS provider of loyalty marketing and audience relationship management tools for media companies. Mike helped to lead the company through three rounds of venture financing and a successful exit with the sale to Triton Digital. In addition to these roles, Mike has served as a Partner with Summit Investors, an investment partnership focusing on private and public investment opportunities. He also held positions with Kurt Salmon Associates and Andersen Consulting, where he worked on management consulting projects related to strategy, operations, and technology implementation.

Mike holds a bachelor’s degree from Duke University and an MBA from the University of Pennsylvania’s Wharton School of Business. He currently resides in Atlanta, GA with his wife and three children. When he is not working with Vocap’s partner companies, you can find him on the weekends coaching or watching a lacrosse game or on the golf links chasing the occasional par.

Mike Becker

Managing Partner

Wendy Coya

CFO, Partner

Wendy is a CFO, Partner at Vocap Investment Partners based in the firm’s Vero Beach office.

Prior to joining Vocap Wendy was the Director of Finance at Bridgevine, an advertising technology company focused on customer acquisition, where her role included several rounds of fundraising, extensive financial modeling and analysis, and as a founding employee was instrumental in the substantial growth of the company. Before joining Bridgevine Wendy was a Senior Accountant at Kimley Horn & Associates.

Wendy holds a BS from University of Miami’s School of Business with focus on Finance and Contract Law. In her spare time, Wendy enjoys spending time outdoors with her husband and two daughters, cycling and running.

Wendy Coya

CFO, Partner

Wendy is a CFO, Partner at Vocap Investment Partners based in the firm’s Vero Beach office.

Prior to joining Vocap Wendy was the Director of Finance at Bridgevine, an advertising technology company focused on customer acquisition, where her role included several rounds of fundraising, extensive financial modeling and analysis, and as a founding employee was instrumental in the substantial growth of the company. Before joining Bridgevine Wendy was a Senior Accountant at Kimley Horn & Associates.

Wendy holds a BS from University of Miami’s School of Business with focus on Finance and Contract Law. In her spare time, Wendy enjoys spending time outdoors with her husband and two daughters, cycling and running.

Wendy Coya

CFO, Partner

Emery Waddell

Principal

Emery is passionate about finding, funding and furthering early to growth-stage software companies delivering products that improve business and professional outcomes. Post-investment, he specifically concentrates on accelerating growth and widening "moat" by applying i) strategic frameworks, ii) financial and capital planning, iii) and organizational health best practices. His primary areas of focus include enterprise software and healthcare IT. Emery has held various fractional roles with rapidly scaling software businesses including head of strategic initiatives, among others. He also loves to write about his experiences, authoring numerous startup blog series including the Vocap Org Health Guidebook.

Prior to joining Vocap, Emery spent several years with VRA Partners, an investment banking firm focused on providing mergers and acquisitions advisory to entrepreneurial middle-market companies. While at VRA, Emery helped numerous clients in the technology sector raise capital, acquire new businesses, and achieve successful exits.

Emery graduated with concentrations in Finance and International Business from the McIntire School of Commerce at the University of Virginia. He currently resides in Atlanta with his wife and son and enjoys getting outdoors and finding the latest fitness gadget.

Emery Waddell

Principal

Emery is passionate about finding, funding and furthering early to growth-stage software companies delivering products that improve business and professional outcomes. Post-investment, he specifically concentrates on accelerating growth and widening "moat" by applying i) strategic frameworks, ii) financial and capital planning, iii) and organizational health best practices. His primary areas of focus include enterprise software and healthcare IT. Emery has held various fractional roles with rapidly scaling software businesses including head of strategic initiatives, among others. He also loves to write about his experiences, authoring numerous startup blog series including the Vocap Org Health Guidebook.

Prior to joining Vocap, Emery spent several years with VRA Partners, an investment banking firm focused on providing mergers and acquisitions advisory to entrepreneurial middle-market companies. While at VRA, Emery helped numerous clients in the technology sector raise capital, acquire new businesses, and achieve successful exits.

Emery graduated with concentrations in Finance and International Business from the McIntire School of Commerce at the University of Virginia. He currently resides in Atlanta with his wife and son and enjoys getting outdoors and finding the latest fitness gadget.

Emery Waddell

Principal

Patrick J. Welsh

Co-Founder, LP

Pat Welsh co-founded Welsh, Carson, Anderson & Stowe and focuses on investments in the information/business services industry. Previously, he spent eight years with Citicorp Venture Capital and was President at the time of his departure. Mr. Welsh graduated from Rutgers University in 1965 and received an M.B.A. from the University of California at Los Angeles in 1969.

Patrick J. Welsh

Co-Founder, LP

Pat Welsh co-founded Welsh, Carson, Anderson & Stowe and focuses on investments in the information/business services industry. Previously, he spent eight years with Citicorp Venture Capital and was President at the time of his departure. Mr. Welsh graduated from Rutgers University in 1965 and received an M.B.A. from the University of California at Los Angeles in 1969.

Patrick J. Welsh

Co-Founder, LP

Brittany King

Marketing & Biz Ops

Board & Governance

Current:
Independent advisor / consultant

Prior:
President and Managing Director of Operations for Starwood, Vacation Ownership ( SVO )

Mr. Avril retired from Starwood Hotels & Resorts Worldwide, Inc. on December 31, 2012, where he had served as President, Hotel Group since September 2008. Mr. Avril was responsible for hotel operations worldwide for Starwood’s nine hotel brands, consisting of approximately 1,100 properties in more than 100 countries. Mr. Avril also oversaw Starwood’s global sales organization. Mr. Avril has over 20 years’ experience in the hospitality and vacation ownership industry, serving as President and Managing Director of Operations for Starwood Vacation Ownership (SVO), a division of Starwood Hotels & Resorts Worldwide from 2002 to 2008 (Mr. Avril also worked with the predecessor entity Vistana Resort from 1989 to 1998). There, he oversaw Sales & Marketing, Resort Operations, Finance, Legal Affairs, Homeowner Association Management, and Human Resources functions. Mr. Avril graduated in 1982 with honors from the University of Miami and is a Certified Public Accountant.

Mr. Avril serves on the Board of Directors of Aaron’s Inc (AAN) where he serves on the Audit and Compensation Committees. He also serves on the Board of API Technologies, Inc (ATNY) where he serves on the Audit, Compensation and Nominating/Governance Committees. In addition, he serves on the Boards of two privately held companies – Zentila, Inc and American Hotel Register.

Matt also enjoys playing competitive golf and qualified for the 2012 United States Senior Open Championship.
Matt and his wife Kathy, who live in Vero Beach, Florida, have 3 daughters and 2 grandsons.

Brittany King

Marketing & Biz Ops

Board & Governance

Current:
Independent advisor / consultant

Prior:
President and Managing Director of Operations for Starwood, Vacation Ownership ( SVO )

Mr. Avril retired from Starwood Hotels & Resorts Worldwide, Inc. on December 31, 2012, where he had served as President, Hotel Group since September 2008. Mr. Avril was responsible for hotel operations worldwide for Starwood’s nine hotel brands, consisting of approximately 1,100 properties in more than 100 countries. Mr. Avril also oversaw Starwood’s global sales organization. Mr. Avril has over 20 years’ experience in the hospitality and vacation ownership industry, serving as President and Managing Director of Operations for Starwood Vacation Ownership (SVO), a division of Starwood Hotels & Resorts Worldwide from 2002 to 2008 (Mr. Avril also worked with the predecessor entity Vistana Resort from 1989 to 1998). There, he oversaw Sales & Marketing, Resort Operations, Finance, Legal Affairs, Homeowner Association Management, and Human Resources functions. Mr. Avril graduated in 1982 with honors from the University of Miami and is a Certified Public Accountant.

Mr. Avril serves on the Board of Directors of Aaron’s Inc (AAN) where he serves on the Audit and Compensation Committees. He also serves on the Board of API Technologies, Inc (ATNY) where he serves on the Audit, Compensation and Nominating/Governance Committees. In addition, he serves on the Boards of two privately held companies – Zentila, Inc and American Hotel Register.

Matt also enjoys playing competitive golf and qualified for the 2012 United States Senior Open Championship.
Matt and his wife Kathy, who live in Vero Beach, Florida, have 3 daughters and 2 grandsons.

Brittany King

Marketing & Biz Ops

James Davis

Associate

James joins Vocap as an Associate and splits time between the firm's New York, Atlanta, and Vero Beach offices.

Prior to joining Vocap, James spent several years with Keybanc Capital Markets in their technology investment banking coverage group where he advised clients on M&A, debt, and equity financing transactions. Prior to Keybanc, James was an analyst at PEAK Technology Partners, a founder focused investment bank where he advised bootstrapped B2B software companies on growth capital raises and M&A transactions. James previously interned at Vocap and with the University of Florida’s Venture Fund in addition to working with various startups.

James received a B.S. degree in Finance from the University of Florida. When not working you can find him attending a concert, enjoying an independent film, and spending time with friends.

James Davis

Associate

James Davis

Associate

Stacey Allaster

St. Petersburg, FL

Sports, Media & Entertainment

Current:
Chief Executive Professional Tennis at (USTA)

Prior:
Chairman & CEO at Women's Tennis Association, VP Sales & Marketing of Tennis Canada

Stacey Allaster is the Chief Executive, Professional Tennis, with the United States Tennis Association. In this role, Allaster is tasked with setting the strategic vision for the USTA’s pro tennis division – including oversight of the US Open, Emirates Airline US Open Series, Davis Cup, Fed Cup and more – and working closely with the USTA board of directors and the USTA pro tennis staff to ensure the continued viability of professional tennis in the United States.

Prior to her current role with USTA, Allaster served as Chairman & CEO of Women’s Tennis Association as well as VP Sales & Marketing of Tennis Canada. Allaster has been named One of Forbes’ “Most Powerful Women in Sports” and has been a featured speaker at espnW, WXN’s Top 100 Leadership Summit. Allaster was also recently appointed to the Devos Sport Business Management Program Board of Advisors.

Allaster holds a Bachelor’s degree in Economics and Physical Education from the University of Western Ontario where she also received a Doctor of Laws, honoris causa (LL.D.) and holds an MBA from the Ivey School of Business. The mother of two, Allaster and husband John Milkovich reside in St. Petersburg, Florida.

Stacey Allaster

St. Petersburg, FL

Sports, Media & Entertainment

Current:
Chief Executive Professional Tennis at (USTA)

Prior:
Chairman & CEO at Women's Tennis Association, VP Sales & Marketing of Tennis Canada

Stacey Allaster is the Chief Executive, Professional Tennis, with the United States Tennis Association. In this role, Allaster is tasked with setting the strategic vision for the USTA’s pro tennis division – including oversight of the US Open, Emirates Airline US Open Series, Davis Cup, Fed Cup and more – and working closely with the USTA board of directors and the USTA pro tennis staff to ensure the continued viability of professional tennis in the United States.

Prior to her current role with USTA, Allaster served as Chairman & CEO of Women’s Tennis Association as well as VP Sales & Marketing of Tennis Canada. Allaster has been named One of Forbes’ “Most Powerful Women in Sports” and has been a featured speaker at espnW, WXN’s Top 100 Leadership Summit. Allaster was also recently appointed to the Devos Sport Business Management Program Board of Advisors.

Allaster holds a Bachelor’s degree in Economics and Physical Education from the University of Western Ontario where she also received a Doctor of Laws, honoris causa (LL.D.) and holds an MBA from the Ivey School of Business. The mother of two, Allaster and husband John Milkovich reside in St. Petersburg, Florida.

Stacy Allaster

Sports & Media Advisor

Lisa Coleman

Tampa, FL

Executive Coach

Current:
Independent advisor / consultant

Prior:
Managing Director, Russel Reynolds, Human Capital Partner at Maveron, Partner at Korn/Ferry International

Lisa has over 20 years of experience in talent management and development including executive coaching, leadership development, succession planning, team effectiveness and talent acquisition. Through her own coaching and advisory firm, she provides a broad range of coaching, talent management and board advisory services.

Prior to starting her coaching and advisory firm, Lisa served as a Managing Director at a leading global executive search and leadership development firm, Russell Reynolds Associates. As a member of the firm’s private equity practice, she served clients ranging in size from early stage ventures to large multinationals. Prior, she served as Human Capital Partner for Maveron, a consumer only venture capital firm, and as a Partner at Korn/Ferry International, where she led the e-commerce practice.

Lisa earned a BS in Psychology from the University of Florida and completed graduate studies and an Organizational and Leadership Coaching Certification at Northwestern University. She holds an International Coach Federation credential and is a member of the Forbes Coaches Council.

Lisa Coleman

Tampa, FL

Executive Coach

Current:
Independent advisor / consultant

Prior:
Managing Director, Russel Reynolds, Human Capital Partner at Maveron, Partner at Korn/Ferry International

Lisa has over 20 years of experience in talent management and development including executive coaching, leadership development, succession planning, team effectiveness and talent acquisition. Through her own coaching and advisory firm, she provides a broad range of coaching, talent management and board advisory services.

Prior to starting her coaching and advisory firm, Lisa served as a Managing Director at a leading global executive search and leadership development firm, Russell Reynolds Associates. As a member of the firm’s private equity practice, she served clients ranging in size from early stage ventures to large multinationals. Prior, she served as Human Capital Partner for Maveron, a consumer only venture capital firm, and as a Partner at Korn/Ferry International, where she led the e-commerce practice.

Lisa earned a BS in Psychology from the University of Florida and completed graduate studies and an Organizational and Leadership Coaching Certification at Northwestern University. She holds an International Coach Federation credential and is a member of the Forbes Coaches Council.

Lisa Coleman

Executive Coach & Advisor

Martin Bell

San Francisco, CA

Talent, DEI & Recruiting

Current:
HR and Talent Consultant at PPI

Prior:
Director at Impact Justice, Director at M Squared Consulting

I help startups, early-stage ventures and mature organizations optimize their people potential.

Provide expertise in employee engagement, employee relations, processes and proceedures, DEI, compliance and audit etc.

Current industry verticals include Pharmaceuticals, Media & Entertainment, Biotech, Software and Financial Services.

Martin Bell

San Francisco, CA

Talent, DEI & Recruiting

Current:
HR and Talent Consultant at PPI

Prior:
Director at Impact Justice, Director at M Squared Consulting

I help startups, early-stage ventures and mature organizations optimize their people potential.

Provide expertise in employee engagement, employee relations, processes and proceedures, DEI, compliance and audit etc.

Current industry verticals include Pharmaceuticals, Media & Entertainment, Biotech, Software and Financial Services.

Martin Bell

Talent, DEI & Recruiting Advisor

Jason Fayling

Atlanta, GA

Product & Tech Advisor

Current:
Chief Technology Architect at Draiver

Prior:
CTO, multiple scale-ups, Senior IT roles at Equifax, Cox Automative, LexisNexis

Jason is a seasoned, hands-on technology executive, proficient in the design and delivery of cost-effective, high-performance technology platforms in support of rapid growth through product innovation. He is adept in all phases of platform and product development life cycle, from feasibility analysis and conceptual design through implementation and enhancement.

In his advisory capacity, his areas of focus include: team building and talent assessment, software development lifecycle, operations (cloud and on-prem solutions), application support, dev tools, quality assurance and automation, common services/UI/libraries, among others.

His prior experience includes senior technology and IT architecture roles at a mix of startup to enterprise companies including Equifax, Cox Automotive and LexisNexis, among others. Jason currently serves as Chief Technology Architect at Draiver, a rapidly scaling fleet and vehicle logistics software company. He has served as a trusted technical advisor with Vocap Partners since 2017.

Jason Fayling

Atlanta, GA

Product & Tech Advisor

Current:
Chief Technology Architect at Draiver

Prior:
CTO, multiple scale-ups, Senior IT roles at Equifax, Cox Automative, LexisNexis

Jason is a seasoned, hands-on technology executive, proficient in the design and delivery of cost-effective, high-performance technology platforms in support of rapid growth through product innovation. He is adept in all phases of platform and product development life cycle, from feasibility analysis and conceptual design through implementation and enhancement.

In his advisory capacity, his areas of focus include: team building and talent assessment, software development lifecycle, operations (cloud and on-prem solutions), application support, dev tools, quality assurance and automation, common services/UI/libraries, among others.

His prior experience includes senior technology and IT architecture roles at a mix of startup to enterprise companies including Equifax, Cox Automotive and LexisNexis, among others. Jason currently serves as Chief Technology Architect at Draiver, a rapidly scaling fleet and vehicle logistics software company. He has served as a trusted technical advisor with Vocap Partners since 2017.

Jason Fayling

Product & Tech Advisor

Matt Avril

Vero Beach, FL

Board & Governance

Current:
Independent advisor / consultant

Prior:
President and Managing Director of Operations for Starwood, Vacation Ownership ( SVO )

Mr. Avril retired from Starwood Hotels & Resorts Worldwide, Inc. on December 31, 2012, where he had served as President, Hotel Group since September 2008. Mr. Avril was responsible for hotel operations worldwide for Starwood’s nine hotel brands, consisting of approximately 1,100 properties in more than 100 countries. Mr. Avril also oversaw Starwood’s global sales organization. Mr. Avril has over 20 years’ experience in the hospitality and vacation ownership industry, serving as President and Managing Director of Operations for Starwood Vacation Ownership (SVO), a division of Starwood Hotels & Resorts Worldwide from 2002 to 2008 (Mr. Avril also worked with the predecessor entity Vistana Resort from 1989 to 1998). There, he oversaw Sales & Marketing, Resort Operations, Finance, Legal Affairs, Homeowner Association Management, and Human Resources functions. Mr. Avril graduated in 1982 with honors from the University of Miami and is a Certified Public Accountant.

Mr. Avril serves on the Board of Directors of Aaron’s Inc (AAN) where he serves on the Audit and Compensation Committees. He also serves on the Board of API Technologies, Inc (ATNY) where he serves on the Audit, Compensation and Nominating/Governance Committees. In addition, he serves on the Boards of two privately held companies – Zentila, Inc and American Hotel Register.

Matt also enjoys playing competitive golf and qualified for the 2012 United States Senior Open Championship.
Matt and his wife Kathy, who live in Vero Beach, Florida, have 3 daughters and 2 grandsons.

Matt Avril

Vero Beach, FL

Board & Governance

Current:
Independent advisor / consultant

Prior:
President and Managing Director of Operations for Starwood, Vacation Ownership ( SVO )

Mr. Avril retired from Starwood Hotels & Resorts Worldwide, Inc. on December 31, 2012, where he had served as President, Hotel Group since September 2008. Mr. Avril was responsible for hotel operations worldwide for Starwood’s nine hotel brands, consisting of approximately 1,100 properties in more than 100 countries. Mr. Avril also oversaw Starwood’s global sales organization. Mr. Avril has over 20 years’ experience in the hospitality and vacation ownership industry, serving as President and Managing Director of Operations for Starwood Vacation Ownership (SVO), a division of Starwood Hotels & Resorts Worldwide from 2002 to 2008 (Mr. Avril also worked with the predecessor entity Vistana Resort from 1989 to 1998). There, he oversaw Sales & Marketing, Resort Operations, Finance, Legal Affairs, Homeowner Association Management, and Human Resources functions. Mr. Avril graduated in 1982 with honors from the University of Miami and is a Certified Public Accountant.

Mr. Avril serves on the Board of Directors of Aaron’s Inc (AAN) where he serves on the Audit and Compensation Committees. He also serves on the Board of API Technologies, Inc (ATNY) where he serves on the Audit, Compensation and Nominating/Governance Committees. In addition, he serves on the Boards of two privately held companies – Zentila, Inc and American Hotel Register.

Matt also enjoys playing competitive golf and qualified for the 2012 United States Senior Open Championship.
Matt and his wife Kathy, who live in Vero Beach, Florida, have 3 daughters and 2 grandsons.

Matt Avril

Board & Governance Advisor

Agata Bugaj

Atlanta, GA

Product Advisor

Current:
SVP of Product at FullStory

Prior:
Senior Mgr, Home Depot Decor (Digital CX)

Agata Bugaj is a digital product executive with a demonstrated track record of building and leading product, UX, and engineering teams.

With over 15 years of experience in technology across SaaS and eCommerce and tenure as a management consultant, Agata is passionate about data and research-backed decision making, aligning teams to scale, and building customer-centric products that create better experiences for end users. Having successfully led teams at Bain & Co and The Home Depot, Agata now serves as SVP of Product at FullStory, where she’s building a world-class PM, Design, and Analytics team to support more perfect digital experiences.

Agata lives in Atlanta with her husband and two kids—but secretly wishes she lived in a cabin on a mountain, where they could hike everyday.

Agata Bugaj

Atlanta, GA

Product Advisor

Current:
SVP of Product at FullStory

Prior:
Senior Mgr, Home Depot Decor (Digital CX)

Agata Bugaj is a digital product executive with a demonstrated track record of building and leading product, UX, and engineering teams.

With over 15 years of experience in technology across SaaS and eCommerce and tenure as a management consultant, Agata is passionate about data and research-backed decision making, aligning teams to scale, and building customer-centric products that create better experiences for end users. Having successfully led teams at Bain & Co and The Home Depot, Agata now serves as SVP of Product at FullStory, where she’s building a world-class PM, Design, and Analytics team to support more perfect digital experiences.

Agata lives in Atlanta with her husband and two kids—but secretly wishes she lived in a cabin on a mountain, where they could hike everyday.

Agata Bugaj

Product Advisor

Randy Dobbs

Greenville, SC

Healthcare & CEO Advisor

Current:
CEO at EnableComp

Prior:
Senior Operating Executive with WCAS, CEO of American Vision Partners, CEO of Matrix Medical Network, CEO of United States Investigations Service Inc (USIS)

Mr. Randy Dobbs is a proven leader with more than 34 years of experience successfully operating and growing businesses.

Most recently, Mr. Dobbs was the President & CEO of Matrix Medical Network, a portfolio company of Welsh, Carson, Anderson & Stowe (WCAS) that provides medical healthcare providers with in-home assessments of their Medicare Advantage member population. Under Mr. Dobb’s leadership, the company grew its EBITDA more than six-fold before being acquired in 2014.

Prior to Matrix Medical, Mr. Dobbs served in many leadership roles including Senior Operations Executive with WCAS, CEO of United States Investigations Services Inc., President & CEO North America of Philips Medical Company, and President & CEO of GE Capital – Information Technology Solutions.

Mr. Dobbs currently serves on the board of AGNC – a publicly traded REIT listed on the NASDAQ, and Peak10, a privately held company owned by WCAS.

Mr. Dobbs earned his B.S. from Arkansas State University. In his spare time Mr. Dobbs enjoys reading, exercising, biking and golfing.

Randy Dobbs

Greenville, SC

Healthcare & CEO Advisor

Current:
CEO at EnableComp

Prior:
Senior Operating Executive with WCAS, CEO of American Vision Partners, CEO of Matrix Medical Network, CEO of United States Investigations Service Inc (USIS)

Mr. Randy Dobbs is a proven leader with more than 34 years of experience successfully operating and growing businesses.

Most recently, Mr. Dobbs was the President & CEO of Matrix Medical Network, a portfolio company of Welsh, Carson, Anderson & Stowe (WCAS) that provides medical healthcare providers with in-home assessments of their Medicare Advantage member population. Under Mr. Dobb’s leadership, the company grew its EBITDA more than six-fold before being acquired in 2014.

Prior to Matrix Medical, Mr. Dobbs served in many leadership roles including Senior Operations Executive with WCAS, CEO of United States Investigations Services Inc., President & CEO North America of Philips Medical Company, and President & CEO of GE Capital – Information Technology Solutions.

Mr. Dobbs currently serves on the board of AGNC – a publicly traded REIT listed on the NASDAQ, and Peak10, a privately held company owned by WCAS.

Mr. Dobbs earned his B.S. from Arkansas State University. In his spare time Mr. Dobbs enjoys reading, exercising, biking and golfing.

Randy Dobbs

Healthcare & CEO Advisor

Rob Golding

Vero Beach, FL

Debt Advisor

Current:
Partner at GarMark Partners

Prior:
Managing Director of Star Mountain Capital, Co-Founder and Managing Partner of York Street Capital Partners

Mr. Golding is a Partner with GarMark Partners, a private investment manager focused on investing in private debt and structured equity securities of middle market companies. Prior to joining GarMark in 2016, Mr. Golding was a Managing Director and Investment Committee Member of Star Mountain Capital.
Mr. Golding is a Co-Founder and Managing Partner of York Street Capital Partners, a private debt firm founded in 2002.

Mr. Golding served in a board capacity in companies such as Bare Escentuals, Panther Expedited Services and Miller Heiman. From 1996 until 2002, Mr. Golding was with The CIT Group as the Managing Director and Group Head of the Corporate Finance Group.

From 1994 until 1996, Mr. Golding served as the Managing Director and Group Head of Structured Finance at AT&T Capital Corporation. From 1992 until 1994, Mr. Golding served as a Vice President of Capital Markets at Salomon Brothers Inc.

From 1988 until 1992, Mr. Golding was a Senior Vice President in the Lease and Project Finance Group at AT&T Capital Corporation. Previously, Mr. Golding worked at Salomon Brothers Inc and Merrill Lynch Capital Markets after beginning his career at Irving Trust Company.

Mr. Golding received his B.A. from Trinity College.

Rob Golding

Vero Beach, FL

Debt Advisor

Current:
Partner at GarMark Partners

Prior:
Managing Director of Star Mountain Capital, Co-Founder and Managing Partner of York Street Capital Partners

Mr. Golding is a Partner with GarMark Partners, a private investment manager focused on investing in private debt and structured equity securities of middle market companies. Prior to joining GarMark in 2016, Mr. Golding was a Managing Director and Investment Committee Member of Star Mountain Capital.
Mr. Golding is a Co-Founder and Managing Partner of York Street Capital Partners, a private debt firm founded in 2002.

Mr. Golding served in a board capacity in companies such as Bare Escentuals, Panther Expedited Services and Miller Heiman. From 1996 until 2002, Mr. Golding was with The CIT Group as the Managing Director and Group Head of the Corporate Finance Group.

From 1994 until 1996, Mr. Golding served as the Managing Director and Group Head of Structured Finance at AT&T Capital Corporation. From 1992 until 1994, Mr. Golding served as a Vice President of Capital Markets at Salomon Brothers Inc.

From 1988 until 1992, Mr. Golding was a Senior Vice President in the Lease and Project Finance Group at AT&T Capital Corporation. Previously, Mr. Golding worked at Salomon Brothers Inc and Merrill Lynch Capital Markets after beginning his career at Irving Trust Company.

Mr. Golding received his B.A. from Trinity College.

Rob Golding

Debt Advisor

Cameron McCaskill

Palm Harbor, FL

Growth & Biz Dev Advisor

Current:
Head of Commercial Sales at Groq

Prior:
Senior Director of Business Development at Qualcomm, VP of Business Development at Intellon

Cameron McCaskill is a serial entrepreneur with 23 years of experience in emerging companies. Cameron is an execution-oriented business development executive who has also run sales, marketing and operations. Cameron’s domain expertise includes the semiconductor, home networking, and internet software industries.
Mr. McCaskill has been a key leader in all types of financing activities and his experiences includes an IPO, four mergers, and many rounds of venture and angel financing. His most recent merger brought him to Qualcomm, where Mr. McCaskill runs business development for wireline service providers and new vertical market development for North America.

Prior to joining Qualcomm, Mr. McCaskill served in many roles; such as, Vice President of Business Development at Intellon, Tech Transfer Consultant to Fuentek LLC, and various management positions at Plurimus Corporation, Calendar Central, Inc., Interpath Communications and TriNet Services. Mr. McCaskill was also President/Co-founder of BioControl, Inc, which licensed and commercialized a University of Florida patent.

Mr. McCaskill earned his B.S. in Industrial Engineering and his M.B.A. from the University of Florida, completing grad school in 1992. He mentors several entrepreneurs and regularly serves as a judge/mentor for the Florida Innovation Hub. In his spare time, Mr. McCaskill enjoys music, tennis, fishing and off-road biking.

Cameron McCaskill

Palm Harbor, FL

Growth & Biz Dev Advisor

Current:
Head of Commercial Sales at Groq

Prior:
Senior Director of Business Development at Qualcomm, VP of Business Development at Intellon

Cameron McCaskill is a serial entrepreneur with 23 years of experience in emerging companies. Cameron is an execution-oriented business development executive who has also run sales, marketing and operations. Cameron’s domain expertise includes the semiconductor, home networking, and internet software industries.
Mr. McCaskill has been a key leader in all types of financing activities and his experiences includes an IPO, four mergers, and many rounds of venture and angel financing. His most recent merger brought him to Qualcomm, where Mr. McCaskill runs business development for wireline service providers and new vertical market development for North America.

Prior to joining Qualcomm, Mr. McCaskill served in many roles; such as, Vice President of Business Development at Intellon, Tech Transfer Consultant to Fuentek LLC, and various management positions at Plurimus Corporation, Calendar Central, Inc., Interpath Communications and TriNet Services. Mr. McCaskill was also President/Co-founder of BioControl, Inc, which licensed and commercialized a University of Florida patent.

Mr. McCaskill earned his B.S. in Industrial Engineering and his M.B.A. from the University of Florida, completing grad school in 1992. He mentors several entrepreneurs and regularly serves as a judge/mentor for the Florida Innovation Hub. In his spare time, Mr. McCaskill enjoys music, tennis, fishing and off-road biking.

Cameron McCaskill

Growth & Biz Dev Advisor

Meg Brossy

Vero Beach, FL

Growth Advisor

Current:
Growth Advisor

Prior:
CMO at Parish Publishing, Senior VP of Client Solutions at Standard Media Index

Meg Meurer Brossy has spent the past 25 years in leadership roles with many data, technology and analytics companies.

Prior to First Party, Meg had senior leadership roles at Grata, 7Park Data , Percolate, Standard Media Index, MarketShare/Neustar, Simulmedia and BrightlineiTV. Additionally, Brossy was the Chief Marketing Officer at 24/7 Media, now Xaxis (WPP).

She graduated from Tulane University and has an Executive MBA certificate from Northwestern/Kellogg School of Management.

Meg lives in Vero Beach FL and is the proud mom of two college age boys.

Meg Brossy

Vero Beach, FL

Growth Advisor

Current:
Growth Advisor

Prior:
CMO at Parish Publishing, Senior VP of Client Solutions at Standard Media Index

Meg Meurer Brossy has spent the past 25 years in leadership roles with many data, technology and analytics companies.

Prior to First Party, Meg had senior leadership roles at Grata, 7Park Data , Percolate, Standard Media Index, MarketShare/Neustar, Simulmedia and BrightlineiTV. Additionally, Brossy was the Chief Marketing Officer at 24/7 Media, now Xaxis (WPP).

She graduated from Tulane University and has an Executive MBA certificate from Northwestern/Kellogg School of Management.

Meg lives in Vero Beach FL and is the proud mom of two college age boys.

Meg Brossy

Growth Advisor

Jason Patchen

Tampa, FL

Healthcare Advisor

Current:
CEO at First Advocates

Prior:
Corporate SVP of Product Growth & Development and CEO of Health Systems Group at Centene, CEO at American Health Holdings, COO at Health Integrated

Jason Patchen is the founder and former CEO of Visionary HealthWare, Inc., a division of CompuGroup USA. With more than twenty years of experience in managed care and related healthcare technology service, Jason possesses a unique and extensive depth of knowledge and experience with the HIT industry. Before creating Visionary HealthWare and the American Healthcare Holdings family, he served as Chief Operating Officer at Health Integrated, Inc. As one of the largest disease management companies in the United States, Health Integrated provides a variety of healthcare services for the chronically ill in the commercial, Medicare, and Medicaid markets. Jason was instrumental in growing that company from its early stage to a multimillion dollar enterprise.

Jason was recognized as a finalist in both the 22nd and 24th annual Ernst & Young Florida Entrepreneur of the Year® (2008 and 2010) award program. Considered one of the most prestigious business awards for entrepreneurs, Ernst & Young recognizes extraordinary success in the areas of innovation, financial performance, as well as his personal commitment to businesses and communities.

A winner of the Tampa Bay Business Journal’s “40 under 40” award for promise in business, Jason also has been recognized as one of the most influential people in healthcare by the Florida Medical Business Journal. Past experience includes co-founder and President of WebHealthy, Inc., an e-healthcare and provider management services company with revenues of $20,000,000, and Vice-President of Corporate Development at Heritage Southeast Medical Group, a startup company in the State of Florida, where he was instrumental in generating revenues of $70,000,000. As Executive Director of Better Health Plan, Buffalo, New York, at the young age of 25, Jason grew the organization from startup to $30,000,000, before transitioning via sale to a publicly traded company. Jason began his healthcare career as a Department of Health regulator for the State of New York.

Jason is a graduate of Potsdam University with a degree in Economics. He holds an MBA in Finance as well as an MBA in Human Resources from the Sage Graduate School of Russell Sage College in Troy, New York and is an affiliate of the American College of Healthcare Executives (ACHE). Jason is married and lives in Crystal Beach, Florida with his wife Bonnie and their three children.

Jason Patchen

Tampa, FL

Healthcare Advisor

Current:
CEO at First Advocates

Prior:
Corporate SVP of Product Growth & Development and CEO of Health Systems Group at Centene, CEO at American Health Holdings, COO at Health Integrated

Jason Patchen is the founder and former CEO of Visionary HealthWare, Inc., a division of CompuGroup USA. With more than twenty years of experience in managed care and related healthcare technology service, Jason possesses a unique and extensive depth of knowledge and experience with the HIT industry. Before creating Visionary HealthWare and the American Healthcare Holdings family, he served as Chief Operating Officer at Health Integrated, Inc. As one of the largest disease management companies in the United States, Health Integrated provides a variety of healthcare services for the chronically ill in the commercial, Medicare, and Medicaid markets. Jason was instrumental in growing that company from its early stage to a multimillion dollar enterprise.

Jason was recognized as a finalist in both the 22nd and 24th annual Ernst & Young Florida Entrepreneur of the Year® (2008 and 2010) award program. Considered one of the most prestigious business awards for entrepreneurs, Ernst & Young recognizes extraordinary success in the areas of innovation, financial performance, as well as his personal commitment to businesses and communities.

A winner of the Tampa Bay Business Journal’s “40 under 40” award for promise in business, Jason also has been recognized as one of the most influential people in healthcare by the Florida Medical Business Journal. Past experience includes co-founder and President of WebHealthy, Inc., an e-healthcare and provider management services company with revenues of $20,000,000, and Vice-President of Corporate Development at Heritage Southeast Medical Group, a startup company in the State of Florida, where he was instrumental in generating revenues of $70,000,000. As Executive Director of Better Health Plan, Buffalo, New York, at the young age of 25, Jason grew the organization from startup to $30,000,000, before transitioning via sale to a publicly traded company. Jason began his healthcare career as a Department of Health regulator for the State of New York.

Jason is a graduate of Potsdam University with a degree in Economics. He holds an MBA in Finance as well as an MBA in Human Resources from the Sage Graduate School of Russell Sage College in Troy, New York and is an affiliate of the American College of Healthcare Executives (ACHE). Jason is married and lives in Crystal Beach, Florida with his wife Bonnie and their three children.

Jason Patchen

Healthcare Advisor

Erik Perkins

Grand Blanc, MI

Corporate Finance, M&A Advisor

Current:
Expert EOS Implementer at Achieved Vision

Prior:
President & CFO at Origin Digital, CFO at Image One Corporation

As a business owner, I’ve spent much of my time as an Integrator, successfully growing (and eventually selling) two companies. The first company, Image One Corporation, is heavily referenced in Traction, by Gino Wickman. In the second company, a start-up, I was President. This company is now owned by Accenture. Both of these organizations were transformed into thriving organizations by running EOS®, a proven operating system. Our use of EOS directly resulted in acquisition by multi-billion dollar public companies at dramatic multiples.

Here are my uniques as a Expert EOS Implementer™:

1. Clients: I only work with clients who have a profile that is the “right fit” to successfully bring EOS to their companies. Maintaining this core focus helps me live EOS as an EOS Implementer™. I work with leaders and leadership teams who are: Real, Authentic, Facing Challenges, and want to be their Best.

2. EOS Innovator: For more than a decade, I’ve been personally coached and learned from EOS’s Creator and Visionary, Gino Wickman, and EOS Co-Founder, Don Tinney. The fundamentals are now part of my business DNA.

3. EOS Life™: EOS helped me build, operate and sell 2 companies. I’ve lived over 160,000 hours of the EOS life – which incorporates doing what I love and working with people that really want Vision, Traction® and Health. I now devote 100% of my time to my personal clients; to help them find and live their EOS life.

My career began as an entrepreneur, with my family’s Detroit-based small business. I polished up my professional skills as a middle market advisor across a wide range of industries with Ernst & Young, PricewaterhouseCoopers, and KPMG.

As a part of my EOS Life, I lead a mixed use development project in our small city to help bring us a great downtown restaurant and biergarten.

I live in Grand Blanc, Michigan with my wife and our two children. And dogs..Lots of dogs. Though I personally recommend a strict 2-dog limit, I’m often overruled. Which is OK, because life is about priorities.

Mobile: 248-342-4334

Erik Perkins

Grand Blanc, MI

Corporate Finance, M&A Advisor

Current:
Expert EOS Implementer at Achieved Vision

Prior:
President & CFO at Origin Digital, CFO at Image One Corporation

As a business owner, I’ve spent much of my time as an Integrator, successfully growing (and eventually selling) two companies. The first company, Image One Corporation, is heavily referenced in Traction, by Gino Wickman. In the second company, a start-up, I was President. This company is now owned by Accenture. Both of these organizations were transformed into thriving organizations by running EOS®, a proven operating system. Our use of EOS directly resulted in acquisition by multi-billion dollar public companies at dramatic multiples.

Here are my uniques as a Expert EOS Implementer™:

1. Clients: I only work with clients who have a profile that is the “right fit” to successfully bring EOS to their companies. Maintaining this core focus helps me live EOS as an EOS Implementer™. I work with leaders and leadership teams who are: Real, Authentic, Facing Challenges, and want to be their Best.

2. EOS Innovator: For more than a decade, I’ve been personally coached and learned from EOS’s Creator and Visionary, Gino Wickman, and EOS Co-Founder, Don Tinney. The fundamentals are now part of my business DNA.

3. EOS Life™: EOS helped me build, operate and sell 2 companies. I’ve lived over 160,000 hours of the EOS life – which incorporates doing what I love and working with people that really want Vision, Traction® and Health. I now devote 100% of my time to my personal clients; to help them find and live their EOS life.

My career began as an entrepreneur, with my family’s Detroit-based small business. I polished up my professional skills as a middle market advisor across a wide range of industries with Ernst & Young, PricewaterhouseCoopers, and KPMG.

As a part of my EOS Life, I lead a mixed use development project in our small city to help bring us a great downtown restaurant and biergarten.

I live in Grand Blanc, Michigan with my wife and our two children. And dogs..Lots of dogs. Though I personally recommend a strict 2-dog limit, I’m often overruled. Which is OK, because life is about priorities.

Mobile: 248-342-4334

Erik Perkins

EOS Advisor

Travis Priest

Sarasota, FL

Product & Tech Advisor

Current:
CEO at Intuition AI

Prior:
CTO at Bridgevine, CEO at Sundrop Mobile

Travis Priest is a serial entrepreneur and business builder, currently serving as Entrepreneur in Residence at Vocap Partners. Vocap has worked with Mr. Priest for over a decade, including backing two of his businesses.

Mr. Priest has founded multiple companies and created new products that solved unmet market needs, leading to acquisitions by Symantec, Mercury Payment Systems, Vantiv, and Updater resulting in significant returns for shareholders. Mr. Priest holds 3 FinTech patents, received the payment industry’s Best Choice Retail Card award in 2018, and has been inducted into the Old Dominion University Strome Entrepreneurial Center Hall of Fame.

Mr. Priest currently consults with post Series A & B funded companies in the areas of technology, data, product, marketing, and operations to help accelerate growth while incubating new start-ups.

Travis Priest

Sarasota, FL

Product & Tech Advisor

Current:
CEO at Intuition AI

Prior:
CTO at Bridgevine, CEO at Sundrop Mobile

Travis Priest is a serial entrepreneur and business builder, currently serving as Entrepreneur in Residence at Vocap Partners. Vocap has worked with Mr. Priest for over a decade, including backing two of his businesses.

Mr. Priest has founded multiple companies and created new products that solved unmet market needs, leading to acquisitions by Symantec, Mercury Payment Systems, Vantiv, and Updater resulting in significant returns for shareholders. Mr. Priest holds 3 FinTech patents, received the payment industry’s Best Choice Retail Card award in 2018, and has been inducted into the Old Dominion University Strome Entrepreneurial Center Hall of Fame.

Mr. Priest currently consults with post Series A & B funded companies in the areas of technology, data, product, marketing, and operations to help accelerate growth while incubating new start-ups.

Travis Priest

Product & Tech Advisor

Bryan Rubin

San Francisco, CA

Corporate Finance, M&A Advisor

Current:
Corporate Development at Google

Prior:
Corporate Development at Motorola Mobility, VP at Highbridge Principal Strategies

Bryan Rubin is currently a Director on the Corporate Development team at Google, and has over 20 years of experience across Corporate Development, Investment Banking and private equity.

Mr. Rubin began his career as a Financial Analyst for Donaldson, Lufkin & Jenrette. He then went on to work in the Corporate Development groups for companies such as 360networks, Adelphia Communications and Motorola Mobility. Bryan also made and managed equity investments in growth stage companies at Constellation Growth Capital (part of Highbridge Principal Strategies).

Previously, Bryan held Board of Directors or Board Observer seats for OnePhone, Wasserman Media Group, Hibernia Networks, and MediaXstream.

Bryan graduated with a B.B.A. from the University of Michigan Ross School of Business. Mr. Rubin enjoys ultra-distance trail running, and he is an avid Michigan and Cleveland sports fan.

Bryan Rubin

San Francisco, CA

Corporate Finance, M&A Advisor

Current:
Corporate Development at Google

Prior:
Corporate Development at Motorola Mobility, VP at Highbridge Principal Strategies

Bryan Rubin is currently a Director on the Corporate Development team at Google, and has over 20 years of experience across Corporate Development, Investment Banking and private equity.

Mr. Rubin began his career as a Financial Analyst for Donaldson, Lufkin & Jenrette. He then went on to work in the Corporate Development groups for companies such as 360networks, Adelphia Communications and Motorola Mobility. Bryan also made and managed equity investments in growth stage companies at Constellation Growth Capital (part of Highbridge Principal Strategies).

Previously, Bryan held Board of Directors or Board Observer seats for OnePhone, Wasserman Media Group, Hibernia Networks, and MediaXstream.

Bryan graduated with a B.B.A. from the University of Michigan Ross School of Business. Mr. Rubin enjoys ultra-distance trail running, and he is an avid Michigan and Cleveland sports fan.

Bryan Rubin

Corporate Finance, M&A Advisor

Greg Stanger

Palo Alto, CA

Corporate Finance & CFO Advisor

Current:
Venture Partner at ICONIQ Capital

Prior:
CFO at oDesk, CFO at Chegg, Corporate Development at Microsoft

Mr. Gregory S. Stanger, also known as Greg, has 20 years of experience with technology companies in Silicon Valley. Greg has been Chief Financial Officer of Duetto Research, Inc. since December 2014; he also serves as an Advisor at Vocap Investment Partners, LLC.

Prior to Duetto Research, Mr. Stanger served as the Chief Financial Officer of oDesk Corporation, an online employment platform operator, and had served since March 2012. Prior to oDesk, he served as the Chief Financial Officer of Chegg, Inc., a textbook rental service, from March 2010 to October 2011. From June 2005 to June 2009, Mr. Stanger served as a venture partner at Technology Crossover Ventures, a private equity and venture capital firm, and was an executive in residence from December 2003 to June 2005. Prior to that, Mr. Stanger served as Senior Vice President, Chief Financial Officer and director of Expedia, Inc., an online travel company, from February 2002 to December 2003 and as its Chief Financial Officer from October 1999 to December 2003. Before joining Expedia, he served as Senior Director, Corporate Development of Microsoft Corporation and held various positions within Microsoft’s finance and corporate development departments since 1991. He led a successful IPO and follow-on financing. He also managed five acquisitions and one joint venture, the sale of Microsoft’s majority interest in Expedia to USA Networks, and the subsequent sale of the remaining public shares to InterActiveCorp in a transaction. He worked in investment banking with PaineWebber from 1987 to 1989. Mr. Stanger was an Investment Banking Professional of UBS Wealth Management USA.

Greg serves as a Director of Infovell, Inc. He serves as a Board Member of Rocketship Education. He served as a Director of Bridgevine, Inc. since February 2008. He served as a Director of NexTag, Inc.; LiveMocha, Inc. and DeepDyve, Inc. Mr. Stanger served as a Director of Kayak Software Corporation since March 2011. He served on the Board of the Yosemite Conservancy since 2010 and Global Market Insite, Inc. since June 5, 2006. He served as an Independent Director of Drugstore.com Inc. from April 2003 to June 3, 2011. He served as a Director of Netflix Inc. from June 8, 2005 to July 1, 2010 and Expedia Inc. from February 2002 to December 2003.

Mr. Stanger holds an MBA in Finance from the Haas School of Business at the University of California, Berkeley and a BA in Economics from Williams College.

Greg Stanger

Palo Alto, CA

Corporate Finance & CFO Advisor

Current:
Venture Partner at ICONIQ Capital

Prior:
CFO at oDesk, CFO at Chegg, Corporate Development at Microsoft

Mr. Gregory S. Stanger, also known as Greg, has 20 years of experience with technology companies in Silicon Valley. Greg has been Chief Financial Officer of Duetto Research, Inc. since December 2014; he also serves as an Advisor at Vocap Investment Partners, LLC.

Prior to Duetto Research, Mr. Stanger served as the Chief Financial Officer of oDesk Corporation, an online employment platform operator, and had served since March 2012. Prior to oDesk, he served as the Chief Financial Officer of Chegg, Inc., a textbook rental service, from March 2010 to October 2011. From June 2005 to June 2009, Mr. Stanger served as a venture partner at Technology Crossover Ventures, a private equity and venture capital firm, and was an executive in residence from December 2003 to June 2005. Prior to that, Mr. Stanger served as Senior Vice President, Chief Financial Officer and director of Expedia, Inc., an online travel company, from February 2002 to December 2003 and as its Chief Financial Officer from October 1999 to December 2003. Before joining Expedia, he served as Senior Director, Corporate Development of Microsoft Corporation and held various positions within Microsoft’s finance and corporate development departments since 1991. He led a successful IPO and follow-on financing. He also managed five acquisitions and one joint venture, the sale of Microsoft’s majority interest in Expedia to USA Networks, and the subsequent sale of the remaining public shares to InterActiveCorp in a transaction. He worked in investment banking with PaineWebber from 1987 to 1989. Mr. Stanger was an Investment Banking Professional of UBS Wealth Management USA.

Greg serves as a Director of Infovell, Inc. He serves as a Board Member of Rocketship Education. He served as a Director of Bridgevine, Inc. since February 2008. He served as a Director of NexTag, Inc.; LiveMocha, Inc. and DeepDyve, Inc. Mr. Stanger served as a Director of Kayak Software Corporation since March 2011. He served on the Board of the Yosemite Conservancy since 2010 and Global Market Insite, Inc. since June 5, 2006. He served as an Independent Director of Drugstore.com Inc. from April 2003 to June 3, 2011. He served as a Director of Netflix Inc. from June 8, 2005 to July 1, 2010 and Expedia Inc. from February 2002 to December 2003.

Mr. Stanger holds an MBA in Finance from the Haas School of Business at the University of California, Berkeley and a BA in Economics from Williams College.

Greg Stanger

Corporate Finance & CFO Advisor

Russ Thomas

Vero Beach, FL

Healthcare Advisor

Current:
CEO, Availity

Prior:
CEO at Gold Standard

Russ Thomas is the Chief Executive Officer of Availity, a company that helps physician practices, hospitals and health plans run healthy businesses.
He leads Availity in its mission to empower health care professionals to make meaningful business improvements and build thriving organizations, by continuously extending the value of Availity’s health information network with tools, technology and insights.

Thomas is committed to Availity’s growth. He oversaw the 2010 acquisition of RealMed, an award-winning provider of physician revenue cycle management services. The combined enterprise now delivers health care business solutions to a growing network that connects more than 350,000 physicians and allied care providers, some 2,700 hospitals, and more than 575 technology partners with health plans nationwide.

Prior to his appointment as CEO in March 2012, Thomas had been the company’s president and Chief Operating Officer since 2008. He brings a strong background in health care technology and clinical information solutions to Availity. Formerly the CEO of Gold Standard, a drug information database and clinical knowledge solution, Thomas grew that company from a small start-up to a multi-sector leader in the health care market before selling the business to Reed Elsevier in 2006. He remained with Reed Elsevier as a senior executive in their clinical information business until 2008.

In addition to his current professional responsibilities, Thomas is active in industry and philanthropic organizations. He serves on the Board of Directors for eHealth Initiative, a Washington, D.C.-based non-profit organization that seeks to drive improvements in the quality, safety and efficiency of health care through information technology. He is also active with United Way of Northeast Florida, where Availity has partnered with Ribault Middle School in the “Achievers for Life” dropout prevention program. Thomas was formerly a founding board member and past chairman of Hillsborough Kids, Inc., which provides oversight and resources for more than 4,000 disadvantaged children in Hillsborough County, Florida.

Russ Thomas

Vero Beach, FL

Healthcare Advisor

Current:
CEO, Availity

Prior:
CEO at Gold Standard

Russ Thomas is the Chief Executive Officer of Availity, a company that helps physician practices, hospitals and health plans run healthy businesses.
He leads Availity in its mission to empower health care professionals to make meaningful business improvements and build thriving organizations, by continuously extending the value of Availity’s health information network with tools, technology and insights.

Thomas is committed to Availity’s growth. He oversaw the 2010 acquisition of RealMed, an award-winning provider of physician revenue cycle management services. The combined enterprise now delivers health care business solutions to a growing network that connects more than 350,000 physicians and allied care providers, some 2,700 hospitals, and more than 575 technology partners with health plans nationwide.

Prior to his appointment as CEO in March 2012, Thomas had been the company’s president and Chief Operating Officer since 2008. He brings a strong background in health care technology and clinical information solutions to Availity. Formerly the CEO of Gold Standard, a drug information database and clinical knowledge solution, Thomas grew that company from a small start-up to a multi-sector leader in the health care market before selling the business to Reed Elsevier in 2006. He remained with Reed Elsevier as a senior executive in their clinical information business until 2008.

In addition to his current professional responsibilities, Thomas is active in industry and philanthropic organizations. He serves on the Board of Directors for eHealth Initiative, a Washington, D.C.-based non-profit organization that seeks to drive improvements in the quality, safety and efficiency of health care through information technology. He is also active with United Way of Northeast Florida, where Availity has partnered with Ribault Middle School in the “Achievers for Life” dropout prevention program. Thomas was formerly a founding board member and past chairman of Hillsborough Kids, Inc., which provides oversight and resources for more than 4,000 disadvantaged children in Hillsborough County, Florida.

Russ Thomas

Healthcare Advisor

Louise Cherry

Atlanta, GA

People Ops & Org Health

Current:
VP People & Culture at FastSpring

Prior:
VP People Operations at Waystar, VP People & Culture at FastSpring

A respected strategic business partner and human resources leader, Louise Cherry Barber has a distinguished career building human resources organizations and processes for technology companies. She is a collaborative leader gaining insights through executive feedback, employee input and data to effectively connect business and people strategies.

Louise has worked for several nationally known technology and recruitment companies throughout her nearly 25-year career. She has extensive experience building people and culture programs, improving employee engagement, establishing recruitment strategies and building total reward programs. A human capital expert, she has successfully managed large and small teams, budgets and projects to support business goals and day-to-day operations.

Prior to the purchase of Patientco by Waystar, a consumer-focused healthcare payment technology company, Louise was Patientco’s Chief People Officer and a member of the executive team. At Patientco, a start-up technology system serving large health systems, she led the people function and created a culture program to enhance growth, diversity and inclusion. She joined Patientco in 2016 as Vice President, Culture and Experience, and quickly proved her strategic human capital expertise and business acumen by improving employee engagement, reducing turnover and developing COVID-19 protocols to maintain engagement.

Previously, Louise led talent management for Earthlink, a leading information technology services, network and communications provider, as Senior Director, Talent Management. In this role, she directed talent acquisition, sales training and talent development and built a recruiting program aligned with strategic goals and executive expectations. Her recruitment success started with positions at EzGov, Inc., and Korn/Ferry International.

After graduating from Wake Forest University with a Bachelor of Science degree in Business, Louise went on to earn her MBA from Georgia State University. She also received certification in the University of California Berkley’s Leading Innovative Change program and in TalentQuest 360 Assessment. A former board member, she remains active in the Human Resources Leadership Forum. The Atlanta native lives in the city with her husband and two step children. In her spare time, she enjoys hiking, reading and traveling.

Louise Cherry

Atlanta, GA

People Ops & Org Health

Current:
VP People & Culture at FastSpring

Prior:
VP People Operations at Waystar, VP People & Culture at FastSpring

A respected strategic business partner and human resources leader, Louise Cherry Barber has a distinguished career building human resources organizations and processes for technology companies. She is a collaborative leader gaining insights through executive feedback, employee input and data to effectively connect business and people strategies.

Louise has worked for several nationally known technology and recruitment companies throughout her nearly 25-year career. She has extensive experience building people and culture programs, improving employee engagement, establishing recruitment strategies and building total reward programs. A human capital expert, she has successfully managed large and small teams, budgets and projects to support business goals and day-to-day operations.

Prior to the purchase of Patientco by Waystar, a consumer-focused healthcare payment technology company, Louise was Patientco’s Chief People Officer and a member of the executive team. At Patientco, a start-up technology system serving large health systems, she led the people function and created a culture program to enhance growth, diversity and inclusion. She joined Patientco in 2016 as Vice President, Culture and Experience, and quickly proved her strategic human capital expertise and business acumen by improving employee engagement, reducing turnover and developing COVID-19 protocols to maintain engagement.

Previously, Louise led talent management for Earthlink, a leading information technology services, network and communications provider, as Senior Director, Talent Management. In this role, she directed talent acquisition, sales training and talent development and built a recruiting program aligned with strategic goals and executive expectations. Her recruitment success started with positions at EzGov, Inc., and Korn/Ferry International.

After graduating from Wake Forest University with a Bachelor of Science degree in Business, Louise went on to earn her MBA from Georgia State University. She also received certification in the University of California Berkley’s Leading Innovative Change program and in TalentQuest 360 Assessment. A former board member, she remains active in the Human Resources Leadership Forum. The Atlanta native lives in the city with her husband and two step children. In her spare time, she enjoys hiking, reading and traveling.

Louise Cherry

People Ops & Org Health Advisor

Christopher Staymates

Orlando, FL

Fintech, Product & Tech

Current:
CTO at Stax

Prior:
CTO at IZEA, VP Engineering at SPLYT, Lead Architect at Electronic Arts

Chris Staymates is the Chief Technology Officer (CTO) at Stax Payments, where he leads all aspects of product and technology for the company. With a proven track record of driving business growth, Chris has been instrumental in Stax's remarkable journey from $15 million in revenue to a unicorn valuation within just two years.

Chris started his career at Electronic Arts and has carried a deep commitment to supporting innovation ever since. Chris actively mentors startup and scale-up companies, providing invaluable guidance and strategic insights. His expertise has helped these companies navigate complex challenges, secure funding, achieve significant milestones, and successfully execute exits. With both large and small company experience, Chris is able to help entrepreneurs and
business leaders to realize their visions through thoughtful digital products strategy.
Chris holds a bachelor's degree in Computer Science and Computer Engineering from the University of Florida. He resides in Orlando, FL, with his family.

Christopher Staymates

Orlando, FL

Fintech, Product & Tech

Current:
CTO at Stax

Prior:
CTO at IZEA, VP Engineering at SPLYT, Lead Architect at Electronic Arts

Chris Staymates is the Chief Technology Officer (CTO) at Stax Payments, where he leads all aspects of product and technology for the company. With a proven track record of driving business growth, Chris has been instrumental in Stax's remarkable journey from $15 million in revenue to a unicorn valuation within just two years.

Chris started his career at Electronic Arts and has carried a deep commitment to supporting innovation ever since. Chris actively mentors startup and scale-up companies, providing invaluable guidance and strategic insights. His expertise has helped these companies navigate complex challenges, secure funding, achieve significant milestones, and successfully execute exits. With both large and small company experience, Chris is able to help entrepreneurs and
business leaders to realize their visions through thoughtful digital products strategy.
Chris holds a bachelor's degree in Computer Science and Computer Engineering from the University of Florida. He resides in Orlando, FL, with his family.

Christopher Staymates

People Ops & Org Health Advisor

Ryan Johnson

Atlanta, GA

Product, Engineering Mgmt

Current:
Chief Product Officer at CallRail

Prior:
VP Product Management at MiiM, Product Development at Oracle

Ryan Johnson is the Chief Product Officer at CallRail.

With 17 years of diverse product development leadership experience in early-stage startups and Fortune 100 companies, he leverages his passion for developing best-in-class products to solve real-world problems.

Prior to joining CallRail, Ryan lived in Las Vegas and led development of Banjo’s (now MiiM) world-class AI/ML products, helping raise $100M in VC funding. Before Banjo, Ryan was a key part of the management team that grew Vitrue into a unified SaaS platform that was acquired by Oracle for over $330M.

Ryan holds a BA in Economics and Management from Albion College as well as an eMBA in Executive Management at Colorado Technical University.

He's a car and motorsports enthusiast from Michigan that now lives in Atlanta with his wife and two daughters.

Ryan Johnson

Atlanta, GA

Product, Engineering Mgmt

Current:
Chief Product Officer at CallRail

Prior:
VP Product Management at MiiM, Product Development at Oracle

Ryan Johnson is the Chief Product Officer at CallRail.

With 17 years of diverse product development leadership experience in early-stage startups and Fortune 100 companies, he leverages his passion for developing best-in-class products to solve real-world problems.

Prior to joining CallRail, Ryan lived in Las Vegas and led development of Banjo’s (now MiiM) world-class AI/ML products, helping raise $100M in VC funding. Before Banjo, Ryan was a key part of the management team that grew Vitrue into a unified SaaS platform that was acquired by Oracle for over $330M.

Ryan holds a BA in Economics and Management from Albion College as well as an eMBA in Executive Management at Colorado Technical University.

He's a car and motorsports enthusiast from Michigan that now lives in Atlanta with his wife and two daughters.

Ryan Johnson

Product, Engineering Mgmt Advisor

Andy Maurer

Atlanta, GA

Healthcare & CEO Advisor

Current:
Independent advisor / consultant

Prior:
CEO at Trellis Rx, Co-Founder at Macro Helix LLC, Associate Director at Navigant Consulting

Andrew Maurer is a seasoned Chief Executive Officer with a track record of leadership in spearheading the development and growth of start-up and early-stage companies in the healthcare and technology sectors. He co-founded, led, and successfully sold two groundbreaking businesses, Trellis Rx and Macro Helix. With a strong focus on solving complex customer problems, Andrew has achieved remarkable accomplishments, leading companies to unprecedented levels of revenue and market success.

As the Co-Founder and CEO of Trellis Rx, now part of CPS Solutions, Andrew led the company from inception culminating in the successful sale of Trellis Rx to CPS Solutions. This deal resulted in Francisco Partners, the primary Private Equity Firm investor, realizing a 24x return, making it one of the largest returns in the firm's history. Under his guidance, Trellis Rx's annual top-line revenue surged from $0 to an impressive $105 million, achieving cashflow positivity within just three years after Series A funding. During his tenure at Trellis Rx, Andrew played an integral role in leading the company's operations, forging partnerships with 18 health systems nationwide, covering over 60 hospitals and 420 clinics.

Prior to his success at Trellis Rx, Andrew co-founded Macro Helix a SaaS software business, where he served as CEO from 2009 to 2012, later transitioning to Vice President & General Manager after the company's acquisition by McKesson. Under his leadership, Macro Helix witnessed remarkable growth, transforming from a startup to generating annual top-line recurring revenue of over $60 million. His strategic approach led to an impressive EBITDA margin of <50%, one of the highest in all McKesson business units at the time. During his tenure at Macro Helix, Andrew led key operational functions, including product development, marketing strategies, and contract negotiations, securing 45% market share in the hospital space. Additionally, Andrew's technical excellence drove the company's products to achieve top rankings and prestigious industry awards, including being named "Best in KLAS" by KLAS research for 340B software systems segment.

Before co-founding Trellis Rx and Macro Helix, Andrew held positions at The Advanced Technology Development Center (ATDC), Navigant Consulting, and Ernst & Young (EY). He holds a Master of Business Administration and a Bachelor of Business Administration with a major in Finance from Emory University’s Goizueta Business School.

Andrew's leadership has been recognized through a variety of awards and accolades, including Private Equity International's Operational Excellence Awards, The Inc. 5000, Managed Markets Insight & Technology's Specialty Pharmacy Patient Choice Award, and the National Association of Specialty Pharmacy's Strategic Channel Partner of the Year.

As a two-time co-founder and CEO with a proven track record of building successful companies and fostering innovation in the healthcare and technology sectors, Andrew has a passion for helping early stage companies and entrepreneurs to shape the future of healthcare by creating impactful solutions that improve patient outcomes and drive business growth.

Andy Maurer

Atlanta, GA

Healthcare & CEO Advisor

Current:
Independent advisor / consultant

Prior:
CEO at Trellis Rx, Co-Founder at Macro Helix LLC, Associate Director at Navigant Consulting

Andrew Maurer is a seasoned Chief Executive Officer with a track record of leadership in spearheading the development and growth of start-up and early-stage companies in the healthcare and technology sectors. He co-founded, led, and successfully sold two groundbreaking businesses, Trellis Rx and Macro Helix. With a strong focus on solving complex customer problems, Andrew has achieved remarkable accomplishments, leading companies to unprecedented levels of revenue and market success.

As the Co-Founder and CEO of Trellis Rx, now part of CPS Solutions, Andrew led the company from inception culminating in the successful sale of Trellis Rx to CPS Solutions. This deal resulted in Francisco Partners, the primary Private Equity Firm investor, realizing a 24x return, making it one of the largest returns in the firm's history. Under his guidance, Trellis Rx's annual top-line revenue surged from $0 to an impressive $105 million, achieving cashflow positivity within just three years after Series A funding. During his tenure at Trellis Rx, Andrew played an integral role in leading the company's operations, forging partnerships with 18 health systems nationwide, covering over 60 hospitals and 420 clinics.

Prior to his success at Trellis Rx, Andrew co-founded Macro Helix a SaaS software business, where he served as CEO from 2009 to 2012, later transitioning to Vice President & General Manager after the company's acquisition by McKesson. Under his leadership, Macro Helix witnessed remarkable growth, transforming from a startup to generating annual top-line recurring revenue of over $60 million. His strategic approach led to an impressive EBITDA margin of <50%, one of the highest in all McKesson business units at the time. During his tenure at Macro Helix, Andrew led key operational functions, including product development, marketing strategies, and contract negotiations, securing 45% market share in the hospital space. Additionally, Andrew's technical excellence drove the company's products to achieve top rankings and prestigious industry awards, including being named "Best in KLAS" by KLAS research for 340B software systems segment.

Before co-founding Trellis Rx and Macro Helix, Andrew held positions at The Advanced Technology Development Center (ATDC), Navigant Consulting, and Ernst & Young (EY). He holds a Master of Business Administration and a Bachelor of Business Administration with a major in Finance from Emory University’s Goizueta Business School.

Andrew's leadership has been recognized through a variety of awards and accolades, including Private Equity International's Operational Excellence Awards, The Inc. 5000, Managed Markets Insight & Technology's Specialty Pharmacy Patient Choice Award, and the National Association of Specialty Pharmacy's Strategic Channel Partner of the Year.

As a two-time co-founder and CEO with a proven track record of building successful companies and fostering innovation in the healthcare and technology sectors, Andrew has a passion for helping early stage companies and entrepreneurs to shape the future of healthcare by creating impactful solutions that improve patient outcomes and drive business growth.

Andy Maurer

Healthcare & CEO Advisor

Bradley Weill

Atlanta, GA

Supply Chain, Product

Current:
VP of Product at Stord

Prior:
Product Manager at Walmart, Supply Chain Solutions at Apple, VP Product at Rent The Runway

Bradley is a hands-on product leader with a track record of building transformational platforms and innovative products that deliver outsized customer and business value. Mr. Weill has scaled product and design teams at multiple tech unicorns including Rent the Runway and Stord and led product teams at Fortune 500 companies including Walmart, Apple, and Dell.

Mr. Weill is passionate about building high performing teams, launching innovative products, delivering a seamless customer experience, incorporating analytics and data science, and leveraging technology to drive competitive advantage. He has deep expertise in eCommerce and supply chain as well as a strong technical depth in APIs, data science, and complex workflows.

Bradley holds an MBA from Harvard Business School and a Bachelor of Industrial and Systems Engineering from the Georgia Institute of Technology. He enjoys running, hiking, football, board games, and spending time with his family.

Bradley Weill

Atlanta, GA

Supply Chain, Product

Current:
VP of Product at Stord

Prior:
Product Manager at Walmart, Supply Chain Solutions at Apple, VP Product at Rent The Runway

Bradley is a hands-on product leader with a track record of building transformational platforms and innovative products that deliver outsized customer and business value. Mr. Weill has scaled product and design teams at multiple tech unicorns including Rent the Runway and Stord and led product teams at Fortune 500 companies including Walmart, Apple, and Dell.

Mr. Weill is passionate about building high performing teams, launching innovative products, delivering a seamless customer experience, incorporating analytics and data science, and leveraging technology to drive competitive advantage. He has deep expertise in eCommerce and supply chain as well as a strong technical depth in APIs, data science, and complex workflows.

Bradley holds an MBA from Harvard Business School and a Bachelor of Industrial and Systems Engineering from the Georgia Institute of Technology. He enjoys running, hiking, football, board games, and spending time with his family.

Bradley Weill

Supply Chain, Product Advisor

Jack Moore

San Francisco, CA

Product & Tech (AI)

Current:
Manager of Product Management at Robin Healthcare

Prior:
Sr. Product Manager at Qventus, Group Product Manager at ZapLabs

I'm a product person with a passion for impactful, high leverage data products.

I have experience in, and a passion for, delivering products ranging from back-end data platforms and ETL's, data science and machine learning-driven product, and visualization and reporting functionality.

My core values are empathy, honesty, diligence, and flexibility.

Jack Moore

San Francisco, CA

Product & Tech (AI)

Current:
Manager of Product Management at Robin Healthcare

Prior:
Sr. Product Manager at Qventus, Group Product Manager at ZapLabs

I'm a product person with a passion for impactful, high leverage data products.

I have experience in, and a passion for, delivering products ranging from back-end data platforms and ETL's, data science and machine learning-driven product, and visualization and reporting functionality.

My core values are empathy, honesty, diligence, and flexibility.

Jack Moore

Product & Tech (AI) Advisor

Crina Pupaza

Raleigh/Durham, NC

People Ops & Org Health

Current:
Chief People Officer at Nymbus

Prior:
Head of People and Culture at Insider Intelligence, VP HR Business Partner at OppenheimerFunds

Crina Pupaza is a seasoned People and Culture leader with a wealth of experience across both large corporations and nimble startups. Holding a degree in Organizational Psychology from Columbia University and a successful track record, Crina has built and managed HR teams from the ground up and successfully scaled high growth organizations from 50 to 500+ employees.

Crina held leadership and advisory roles in various disciplines within HR and Internal Communications at both established organizations and start-ups, including Nymbus (SaaS, Fintech, Series D), Insider Intelligence, OppenheimerFunds, the Guggenheim Museum, SquarePeg. Crina has deep competence in building and leading People functions who can evolve and scale to support a dynamic business. Expertise in high growth environments, building scalable recruiting functions, value add HR programs and talent related due diligence for fundraising and M&A.

Crina Pupaza

Raleigh/Durham, NC

People Ops & Org Health

Current:
Chief People Officer at Nymbus

Prior:
Head of People and Culture at Insider Intelligence, VP HR Business Partner at OppenheimerFunds

Crina Pupaza is a seasoned People and Culture leader with a wealth of experience across both large corporations and nimble startups. Holding a degree in Organizational Psychology from Columbia University and a successful track record, Crina has built and managed HR teams from the ground up and successfully scaled high growth organizations from 50 to 500+ employees.

Crina held leadership and advisory roles in various disciplines within HR and Internal Communications at both established organizations and start-ups, including Nymbus (SaaS, Fintech, Series D), Insider Intelligence, OppenheimerFunds, the Guggenheim Museum, SquarePeg. Crina has deep competence in building and leading People functions who can evolve and scale to support a dynamic business. Expertise in high growth environments, building scalable recruiting functions, value add HR programs and talent related due diligence for fundraising and M&A.

Crina Pupaza

People Ops & Org Health Advisor

Robert Murphy

Minneapolis, MN

Healthcare Advisor

Current:
Managing Director, Accenture Health & Public Service

Rob Murphy is a managing director in Accenture’s Health and Public Service practice and the North America payer lead for our healthcare practice. As the lead for our health insurance business, Rob focuses on helping organizations transform their core capabilities through intelligent operations.

Rob has spent his 30-year career at Accenture leading large commercial insurers and Blue Cross Blue Shield organizations through performance improvement transformations by implementing people, process, and leading-edge technology solutions. With a recent focus on Medicare and Medicaid organizations, Rob has completed several performance improvement turnarounds that delivered revenue expansion and administrative and medical cost improvements.

He has led turnaround diagnostics and performance improvement efforts at large Medicare and other health plans and supported acquisition due diligence and integration planning efforts. Rob has managed post-merger integration initiatives for large health plans and implemented next-generation technologies to drive cost transformations. He has also supported the redesign of a multi-state commercial insurer’s core process, performance metrics, organization, facilities, and supporting technologies for its next-generation customer service and claims operations.

Rob has a master’s degree in healthcare science from the University of Florida and an MBA from the University of Florida. He currently resides in Minnesota with his wife Amy who works in behavioral health and is pursuing her master’s degree in addiction counseling. Rob’s two children have chosen palm trees over snow and are attending college in California. His daughter Peyton is freshman at San Diego State while his son Cole is a junior at Cal Poly.

Robert Murphy

Minneapolis, MN

Healthcare Advisor

Current:
Managing Director, Accenture Health & Public Service

Rob Murphy is a managing director in Accenture’s Health and Public Service practice and the North America payer lead for our healthcare practice. As the lead for our health insurance business, Rob focuses on helping organizations transform their core capabilities through intelligent operations.

Rob has spent his 30-year career at Accenture leading large commercial insurers and Blue Cross Blue Shield organizations through performance improvement transformations by implementing people, process, and leading-edge technology solutions. With a recent focus on Medicare and Medicaid organizations, Rob has completed several performance improvement turnarounds that delivered revenue expansion and administrative and medical cost improvements.

He has led turnaround diagnostics and performance improvement efforts at large Medicare and other health plans and supported acquisition due diligence and integration planning efforts. Rob has managed post-merger integration initiatives for large health plans and implemented next-generation technologies to drive cost transformations. He has also supported the redesign of a multi-state commercial insurer’s core process, performance metrics, organization, facilities, and supporting technologies for its next-generation customer service and claims operations.

Rob has a master’s degree in healthcare science from the University of Florida and an MBA from the University of Florida. He currently resides in Minnesota with his wife Amy who works in behavioral health and is pursuing her master’s degree in addiction counseling. Rob’s two children have chosen palm trees over snow and are attending college in California. His daughter Peyton is freshman at San Diego State while his son Cole is a junior at Cal Poly.

Robert Murphy

Healthcare Advisor

Brian Barefoot

Vero Beach, FL

M&A, Board & Governance

Current:
Independent advisor / consultant

Brian M. Barefoot has more than 30 years of experience in financial services, having served in senior executive roles with top brokerage and financial firms, including PaineWebber Group Inc. and Merrill Lynch & Co. Inc. His expertise includes Investment Banking, where he has been involved with leading public equity and debt transactions, Mergers & Acquisitions as well as private equity raise-ups. He also is experienced in managing equity and debt trading and risk management.

Mr. Barefoot has previously served as President of Babson College, President and Chief Executive Officer of NeoVision Hypersystems Inc., Executive Vice President and Director of Investment Banking of PaineWebber Group, Senior Vice President and Senior Managing Director at Merril Lynch & Co, and Founder and CEO of Frontier Sports Development Corp.

Currently, Mr. Barefoot serves as the Mayor of Indian River Shores, FL and is a respected advisor to many organizations. He is a Director, member of the Compensation Committee and Chair of the Audit Committee of Cynosure Inc.; Director and member of the Audit and Investment Committees, and Chair of the Finance & Business Operations Committee of Blue Cross Blue Shield of Massachusetts; Senior Advisor to Carl Marks Advisory Group in New York, NY; the Advisory Board of Lending Club in San Francisco, CA; the Advisory Board of Harmoney Corp. Ltd. in Auckland, New Zealand; Vice Chair of the Indian River Medical Center Foundation in Vero Beach, FL; Director of BigBelly, Inc. in Newton, MA; Director of Array Health Solutions, Inc. in Seattle, WA; Trustee of Little Harbor MultiStrategy Composite Fund, Marblehead, MA; Board of Trustees of Burr and Burton Academy in Manchester, VT; and, Board of Trustees of Saint Edward’s School in Vero Beach, FL.

Mr. Barefoot received a B.S. from Babson College, earned an M.B.A. from Pace University’s Lubin School of Business, and has attended a number of Harvard Business School Executive Education programs. In 1998, Mr. Barefoot received the prestigious Ellis Island Medal of Honor from the Ellis Island Honor Society for his contributions to the business and educational communities.

Brian Barefoot

Vero Beach, FL

M&A, Board & Governance

Current:
Independent advisor / consultant

Brian M. Barefoot has more than 30 years of experience in financial services, having served in senior executive roles with top brokerage and financial firms, including PaineWebber Group Inc. and Merrill Lynch & Co. Inc. His expertise includes Investment Banking, where he has been involved with leading public equity and debt transactions, Mergers & Acquisitions as well as private equity raise-ups. He also is experienced in managing equity and debt trading and risk management.

Mr. Barefoot has previously served as President of Babson College, President and Chief Executive Officer of NeoVision Hypersystems Inc., Executive Vice President and Director of Investment Banking of PaineWebber Group, Senior Vice President and Senior Managing Director at Merril Lynch & Co, and Founder and CEO of Frontier Sports Development Corp.

Currently, Mr. Barefoot serves as the Mayor of Indian River Shores, FL and is a respected advisor to many organizations. He is a Director, member of the Compensation Committee and Chair of the Audit Committee of Cynosure Inc.; Director and member of the Audit and Investment Committees, and Chair of the Finance & Business Operations Committee of Blue Cross Blue Shield of Massachusetts; Senior Advisor to Carl Marks Advisory Group in New York, NY; the Advisory Board of Lending Club in San Francisco, CA; the Advisory Board of Harmoney Corp. Ltd. in Auckland, New Zealand; Vice Chair of the Indian River Medical Center Foundation in Vero Beach, FL; Director of BigBelly, Inc. in Newton, MA; Director of Array Health Solutions, Inc. in Seattle, WA; Trustee of Little Harbor MultiStrategy Composite Fund, Marblehead, MA; Board of Trustees of Burr and Burton Academy in Manchester, VT; and, Board of Trustees of Saint Edward’s School in Vero Beach, FL.

Mr. Barefoot received a B.S. from Babson College, earned an M.B.A. from Pace University’s Lubin School of Business, and has attended a number of Harvard Business School Executive Education programs. In 1998, Mr. Barefoot received the prestigious Ellis Island Medal of Honor from the Ellis Island Honor Society for his contributions to the business and educational communities.

Brian Barefoot

M&A, Board & Governance Advisor