Industry Advisory Network
Tom has spent nearly two decades building an extensive network of high net worth individuals and private investors around the world. Tom has brought investors together to participate in unique business and investment opportunities to build success for everyone involved. Prior to co-founding BHC, Tom co-founded Benedetti & Farris, a full-service fundraising and special event planning firm focused on fundraising for national political organizations, state governors, United States congressmen and senators. Tom serves as a board member for Local Voice Media and as a board observer of Certes Networks. He also serves on the boards of the Science Museum of Virginia Foundation and Virginia Commonwealth University Foundation.
Tom holds a Bachelor’s Degree in Government from the College of William & Mary and earned his MBA at Georgetown University. Tom and his wife Liz reside in Richmond, VA with their three children. He enjoys golf, traveling and is very active in civic affairs.
Andrew’s business and financial experience spans public accounting, small business and large corporations. Prior to co-founding BHC, he worked for the CPA firm McGladrey & Pullen and for Rehrig International, a $60M manufacturing company. These experiences provided him with insights into the business, financial and operational performance of privately held, small to mid-size companies. Andrew then joined America Online, serving as a business and financial liaison to the Interactive Marketing and Business Affairs groups. Prior to starting his business career, Andrew served as a member of the United States Navy’s underwater explosive ordnance disposal (EOD) team in Coronado, CA.
Andrew holds a Bachelor of Science in Accounting from the University of Richmond and earned his MBA at Georgetown University. Andrew resides in Richmond, VA with his wife and two children. He’s an avid golfer and enjoys spending time near the water, preferably the Caribbean Sea.
Sam brings significant experience in origination, evaluation, portfolio management, and investor relations to Blue Heron. Prior to joining the firm, Sam served as the portfolio manager for New Vantage Group, a mid-Atlantic based private equity group. Earlier in his career Sam worked for Merrill Lynch’s Global Markets and Investment Banking Division. He also spent several years in Ukraine and in Poland as a Peace Corps volunteer and a business consultant. Sam holds a Bachelor of Science Degree from the Cornell University School of Hospitality Management and earned his MBA at Georgetown University. Sam and his wife Maureen reside in Portland, Maine with their three sons Tommy, Sammy and Nicholas. Sam enjoys staying active with hockey, baseball, surfing, mountain biking, and also participating in triathlons and marathons. He is active with small business development initiatives in the State of Maine and emerging markets primarily in Haiti, Central America, and Eastern Europe.
Mike has a decade of financial services and private equity investing experience. Before joining Blue Heron Capital, Mike worked at Harris Williams & Co., a middle-market investment bank focused on mergers and acquisitions. Mike executed sell-side M&A assignments for clients across a diverse set of industries including healthcare, consumer products, and transportation & logistics. Mike had previously worked at American Capital, a publicly traded private equity firm, where he focused on pre-investment due diligence, valuation, and portfolio company management. Prior to joining American Capital, Mike worked for PricewaterhouseCoopers in the Audit and Assurance Services group in Washington, DC. He focused on technology, information, communications, and entertainment businesses.
Mike holds a Bachelor of Science Degree in Finance and Accounting from James Madison University and he earned his MBA at Duke University. Mike, his wife, and son reside in Richmond, Virginia. Mike enjoys playing golf, watching the Washington Redskins, and traveling. He is also an active fundraiser for the James Madison University College of Business and is co-founder of the Madison Business Scholarship Fund.
Michael T. Dan is the retired Chairman, President and Chief Executive Officer of The Brinks Co., a Richmond based global provider of security-related services, serving from February 1998 to December 2011. He joined Brink’s in 1982. Mr. Dan served as President of Armored Vehicle Builder, Inc. He served as President and Chief Executive Officer of Brink’s Holding Company Inc. since December 31, 1995 and President and Chief Executive Officer of Brink’s Inc. since July, 1993.
From August 1992 to July 1993, he served as President of North American operations of Brink’s, Incorporated and as Executive Vice President of Brink’s, Incorporated from 1985 to 1992. He served as President of Brink’s, Incorporated from December 2002 until January 2004. He has been Chairman of the Board of Brinks Co. since January 1, 1999.
Mr. Dan has been the Chairman of the HR committee of Principal Financial Group Inc., since May 15, 2006 and its subsidiary Principal Life since May 16, 2006.
Mr. Dan is a member of the Bretton Woods Committee, which is the nonpartisan network of prominent global citizens that work to demonstrate the value of international economic cooperation and to foster strong, effective Bretton Woods institutions as forces for global well-being.
He studied business and accounting at Morton College in Cicero, Ill. and completed the advanced management program at Harvard Business School.
Michael D. Fraizer is an Operating Advisor of Blue Heron Capital. Previously he was Chairman and Chief Executive Officer of Genworth Financial for 8 years after a 24 year career with GE where he held a number of senior positions which included serving as a Senior Vice President of GE and Director of GE Capital, President and CEO of GE Financial Assurance, President of GE Capital Commercial Real Estate Financing & Services, President and Representative Director of GE Japan and a number of other financial and business development positions.
Fraizer serves as a board member of MUFG Americas Holding and MUFG Union Bank, a board and finance committee chair of Richmond Performing Arts Center Stage, a member of the advisory board of the Andre Agassi Foundation For Education and a member of the board of directors of Grange Insurance. He previously was a member of the Virginia Commonwealth University Board of Visitors. Additionally, he and his wife are active in their sports business and founded the Mary & Frances Youth Center on the VCU campus in partnership with the University to support underserved youth. He received a B.A. in political science from Carleton College in 1980 and resides with his wife Elizabeth in Richmond, Virginia.
Eric Beyer is President of Privia Medical Group in New York. Eric brings over thirty years of healthcare leadership experience, including extensive work with physician practices and physician led businesses. Prior to joining Privia Health, Eric founded the APEX Healthcare Group, a healthcare advisory and management firm focused on health care providers, services companies and investors. Before founding the APEX Healthcare Group, Eric served as the CEO of the Tufts Medical Center Physician Organization and later as the CEO of both the Tufts Medical Center and the Floating Hospital for Children. During his tenure, Eric led the establishment of the New England Quality Care Alliance, a physician network of over 1,800 physicians. In addition, Eric built successful Primary Care practices, developed a Regional Cardiovascular Program, pioneered a Provider Sponsored Health Plan Cooperative, and developed a number of adult and pediatric clinical affiliations, leading to unprecedented growth of Tufts MC's adult and pediatric services. Eric worked in the Partners Healthcare System for eleven years, first as a Regional Executive working with large Medical Practices and then serving as the COO of Partners Community Healthcare, Inc., a network of over 6,000 physicians caring for nearly one million patients and over a third of this patient panel in capitated contracts. Eric has also held various positions in upstate NY and South Florida where he led a medical billing company, managed multiple departments in a large community hospital and developed a primary care practice and ambulatory facilities.
Tom served as president of Anthem Blue Cross and Blue Shield in Virginia from May 2005 to June 2008. Anthem is Virginia’s largest healthcare company with over 2 million members. Tom was responsible for the operational and financial performance of the company’s business in the Commonwealth. Prior to this role, Tom served as president of Anthem Specialty Business where he was responsible for the company’s pharmacy benefits management, behavioral health, dental, and vision and life business units.
Tom joined Trigon Healthcare Inc. in 1991 and served as senior vice president and chief financial officer from 1997 until Trigon was acquired by Anthem Inc. in 2002.
Before joining Trigon, Tom was a senior manager with the public accounting firm KPMG LLP. He currently serves of the Board of Directors of Great Richmond Fit4Kids, Virginia Health Care Foundation and FeedMore, Inc.
Tom earned a bachelors of science, summa cum laude, in business from Virginia Tech in 1980.
Alan Cohen is the Co-Founder and Chief Strategy Officer at Liazon Corporation, where he leads the development of the award-winning Bright Choices Exchange, a pioneering solution in consumer-focused benefits and insurance exchanges.
Prior to Liazon, Mr. Cohen was the CEO and Co-Founder of Online Benefits, the nation’s leading benefits management and communication technology firm. He served as president of A.D.A.M. upon its acquisition of Online Benefits. Prior to Online Beneftis, he worked in the insurance industry for Prudential, Mass Mutual, CIGNA and managed an insurance brokerage. Mr. Cohen is often sought out for his expert commentary on private and public exchanges, their role in the new health care landscape and their effect on businesses. He has appeared in Bloomberg/BusinessWeek, The New York Times, USA Today, Inc., AIS Health, Employee Benefit News and AM Best.
Mr. Cohen holds a BA from Cornell University, a MBA from Columbia Business School and a MBA from London Business School where he won the Award for Academic Excellence.
Thomas G. Snead, Jr. is the retired chief executive officer of WellPoint Inc.’s southeast region. Previously, he was chairman and chief executive officer of Trigon Healthcare Inc. at the time it was acquired by Anthem. Tom joined the company in 1985 and went on to serve the company for 20 years.
Presently, Tom serves on the board of CSA Medical a provider of innovative spray cryotherapy medical device solutions. He also serves on the boards of Child Fund, VCU School of Business Foundation and the Community Foundation. Over the years, Tom has served on numerous other community and for profit boards.
John W. Gerdelman
John is currently Chairman at Overture Networks, the preferred provider of Carrier Ethernet Solutions. Previously, John served as an Executive Vice President at MCI Corporation, President and Chief Executive Officer of USA.Net Inc., Regional Director at American Hospital Supply, Managing Member of Mortonsgroup, LLC, and successfully emerged Abovenet from Chapter 11 bankruptcy as CEO. John also served as the Executive Chairman of Intelliden Corporation, a company which he co-founded that provided software solutions to automate network change management and enforce business policy in network operations which was sold to IBM in April, 2010.
John currently serves on the Boards of Directors of Brocade Corporation, a leader in providing comprehensive network solutions that allow organizations to transition smoothly to a virtualized world where applications and information reside anywhere, and Owens and Minor, the leading provider of medical and surgical supplies.
John C. Lee IV, President of the Mission Critical Services & Software division (formerly Lee Technologies) of Schneider Electric is the nation’s leading expert on design/build, commissioning, staffing, operations/maintenance and 24x7 monitoring of a data center’s critical infrastructure. Lee Technologies has served customers across industries including the federal government, financial services, telecommunications, information technology and healthcare and will continue to do so as Schneider Electric Mission Critical Services & Software.
Schneider Electric, a Paris, France based global specialist in energy management acquired Lee Technologies in 2011 bringing its full repertoire of data center services to Schneider Electric. This reinforces Schneider Electric’s IT business skills in data center management and its ability to provide data centers, one of the world’s fastest growing end-users of energy, with the best standards in energy conservation and reliability.
Mr. Lee has created a very unique corporate culture within the company, incorporating a professional working atmosphere with a social and philanthropic commitment to community and a balance between work and family obligations. His creative leadership led to his recognition and award as a recipient of the prestigious Ernst & Young Entrepreneur of the Year for E-Services in 2000.
Mr. Lee sets an outstanding example for his employees with his energetic and dedicated involvement as a business leader, on both a community and state-wide level, as well as through his involvement in numerous philanthropic activities and charitable organizations.
Currently, Mr. Lee serves on various boards including the Wolf Trap Foundation for Performing Arts (Chairman), Virginia Tech Board of Visitors, Loyola University Maryland Board of Trustees, The Economic Club of Washington, DC, Northern Virginia Technology Council (NVTC – Chairman 2005-2008), Middleburg Financial Corporation (public company); Coaxis, Inc. and Aegis Mobile (private companies).
Mr. Lee holds a bachelor of arts in economics and business administration from Randolph-Macon College in Ashland, VA, and resides with his family in Middleburg, VA.
Dendy Young is the managing partner of McLean Capital LLC, a private equity firm based in McLean, Va., focused on private equity investments in government information technology.
From January 1996 to February 2006, Young was chief executive officer of GTSI Corp. (Nasdaq: GTSI), an enterprise services and solutions provider. Additionally, he served as chairman of the board from 1998 until May 2007.
An award-winning executive with more than 30 years of experience in the IT industry, Young serves on the executive committee of the Northern Virginia Technology Council (NVTC), as chairman of NVTC’s TechPAC (political action committee), and on the board of directors of AFCEA International Educational Foundation and the Washington Airports Task Force (WATF). He is chairman of the board of Navanti Group LLC, Qlarion Inc. and Personalized Cancer Therapy Inc.; is lead outside director of Obsidian Research; and is on the boards of Omnilink Systems Inc., Optoro Inc. and Internet Broadcasting Service.
Prior to GTSI, Young served as CEO of Falcon Microsystems Inc., the second of two companies he founded and sold between 1981 and 1994. In less than 10 years, Falcon Microsystems grew to be a nationally recognized, multi-platform federal reseller and integrator before being sold to GTSI in August 1994.
Young holds a Bachelor of Science in electrical engineering and computer science from the Massachusetts Institute of Technology and an MBA from the Harvard Business School.
John E. Alexander is chief executive officer and founder of The CBORD Group Inc., a systems integration firm. Mr. Alexander has built The CBORD Group from a handful of part-time employees to a corporation employing more than 240 people and serving over 4,000 clients worldwide. CBORD is the market leader in systems for foodservice and institutional management. Previous to this position he was vice president in the Money Market Division of Bankers Trust Company (now Deutsche Bank).
Rob Alexander is Chief Information Officer for Capital One Financial Corporation, where he is responsible for all of Capital One’s information technology activities. He serves on the Capital One Executive Committee and ensures alignment of the information technology and infrastructure initiatives with strategic business priorities.
Since joining Capital One in 1998, Mr. Alexander has had responsibility at various times for a number of Capital One’s consumer financial services businesses, including the US Consumer Credit Card, Direct Bank, and Installment Loan businesses. In those leadership roles he provided oversight for all marketing, portfolio management and credit policy activities associated with these businesses.
Before joining Capital One in 1998, Mr. Alexander was with Bain & Company, a Boston-based strategy consulting firm. While at Bain, he led consulting engagements with Fortune 500 clients in a variety of industries, including financial services, high technology, health care, and consumer products.
Mr. Alexander serves on the Board of Directors for the YMCA of Greater Richmond and represents Capital One on the Virginia Business Council.
Mr. Alexander graduated from Harvard University in 1986 with a degree in Physics. He also received a Masters Degree in International Relations from the University of Southern California in 1989 and an MBA from Harvard University in 1992.
Satya Rangarajan serves as the Managing Partner of Enlightened Capital Management, a social venture fund, and as Principal and Founder of Enlightened Management Corp., a strategic technology advisory group. He formerly served as CIO of HDL, a provider of diagnostic testing and services that help physicians improve patient treatment through a personalized health plan.
Mr. Rangarajan has more than twenty years of experience in managing enterprise technology platforms including running a global development organization developing commercial software lines. His experience includes architecture, software development methodologies, development processes, strategy, business, new product development, marketing, and evangelization. Specializations include network, application, database, human factor engineering, systems management and RFID. He was also responsible for the planning, recruitment, and setup of an offshore technical subsidiary company. He has held several senior management positions including Vice President and CTO of Philadelphia Insurance Companies (NASDAQ: PHLY), COO of TecAccess, Director-development at CA, Inc (NYSE CA), where he was responsible for managing development of the CA Unicenter Database management line a product line with over 500 Million Dollars in revenue. He also served in management roles at Platinum Technologies, Dakota Imaging/WebMD and State of Florida.
Mr. Rangarajan also serves on numerous boards and advisory groups including MedicalHomePlus, TecAccess, American Research Institute, Gravitonus Inc and Custos Inc,. He also serves as Council/Scholar to the Gerson Lehrman Group and GuidePoint Research, providing strategic guidance to Analysts, Private Equity and Executives from BioMedical, Technology, Pharmaceutical and Financial Services.
Jim Cheng has over 25 years experience as a technology entrepreneur, business leader and a senior state government executive.
From 2010 to 2014, Jim was the Secretary of Commerce and Trade for the Commonwealth of Virginia. As a senior member of the Governor’s cabinet, his portfolio included 13 agencies ranging from economic development, housing, employment, export, licensing, tourism, small business, mining and energy. He was primarily responsible for job creation focus of the administration and led numerous efforts to improve the entrepreneurial eco-systems across the Commonwealth.
Before his role in state government, Jim was the President of Totus Lighting Solutions, an efficient-energy startup. From 1994 to 2005 he was founder and CEO of CHM, a government IT services firm that he grew from a staff of 5 people to 550 and $90M in revenue at the time of sale in 2005. In 1999 his company was named Virginia Business Magazine’s fastest growing private company in Virginia and the 12th fastest growing private U.S. company by Inc. Magazine’s “Inc. 500”. In 2001 he was named SE Virginia’s KPMG Entrepreneur of the year.
Jim holds a BS Degree in Computer Science from Old Dominion University, a MBA from the Colgate Darden Graduate School of Business (UVA) and a JD from Georgetown University Law Center.
John Whitlock is the Chairman of Whitlock, a Global AV Solutions Provider, specializing in collaborative technology design, integration and managed services. The company helps clients implement and support AV/IT environments, including unified communications, videoconferencing rooms, digital signage networks, auditoriums, collaborative classrooms, visualization rooms, and control rooms/network operations centers. John provides strategic guidance and leadership to Whitlock, helping the company foster a team-oriented, performance-driven culture that delivers innovative, high quality solutions.
This lawyer turned businessman has more than two decades of experience leading, growing and influencing high tech businesses in Richmond and the surrounding area. His focus on strong values and fiscal responsibility is reflected in his company’s operations and culture, and has led to solid growth rates year after year. Past ventures include Richmond.com, Whitlock eBusiness and Ironworks (now part of ICF International).
John currently serves on the board for the Family Foundation and the Retail Merchants Association, and was previously active on the boards for the Bank of Richmond, Better Business Bureau, Virginia Performing Arts Foundation and the Greater Richmond Chamber of Commerce. Personal awards of achievement include the Virginia Master Entrepreneur of the Year Award by Ernst & Young, the Inc. 500 List, the Bulldog 100 List from the University of Georgia and the Richmond Venture Forum’s Top 25 Entrepreneurs List.
Christine provides experienced insight into developing and maintaining the financial health of the firm while keeping the internal processes current and efficient. Her investment knowledge comes from 11 years of experience working for full service brokerage firms in Richmond, the last 5 years of which she spent in the role of Chief Financial Officer. Her 16 plus years in accounting have also included working in the manufacturing and interior construction industries.
Christine holds a Bachelor of Science in Business Administration from Mary Washington College, earned her Post-Baccalaureate Certificate in Accounting from Virginia Commonwealth University, and is a licensed CPA.
Christine resides in Richmond, Virginia with her husband and son and loves family time, the beach, running, tennis and being outdoors.
Mary works with the Blue Heron team to grow our proprietary network of industry experts and limited partners. In addition, she manages all aspects of Blue Heron’s investor relations as well as administrative duties.
Before joining Blue Heron Capital, Mary spent nine years at the Richmond Metropolitan Authority (RMA) as the Facility Manager for Main Street Station. There she managed the property and its operations and served as liaison between the RMA and City of Richmond. Her diverse experience also includes administrative management, project coordination, process management, contract management, customer service and accounting.
Mary holds a Bachelor’s Degree in Business Administration from Strayer University. She is a native of Richmond and currently resides in Hanover with her husband and two sons.
Joe Kunkel has spent over 25 years consulting and leading strategy and marketing teams for a number of different companies. Early in his career Joe worked for General Motors, General Electric and McKinsey and Company before starting a company that made healthy foods for kids.
More recently Joe served as the Chief Strategy Officer and Chief Marketing Officer for CarMax from 1998 through December 2012. During Joe’s tenure at CarMax the company’s sales rose from less than $1 Billion to more than $10 Billion, the company’s stock increased in value over 10 fold, and the company was named by Fortune magazine as one of the 100 best companies to work for 9 years in a row. Joe was one of the top 5 officers of the company during that time period.
John Luke, Jr.
John A. Luke, Jr. is chairman and chief executive officer of MWV (MeadWestvaco), a global packaging company in Richmond, Virginia. His career at MWV (previously Westvaco) spans 30 years and a variety of leadership roles, during which time the company has been transformed from a paper and forest products supplier to an innovative packaging partner for global consumer products companies.
Mr. Luke serves on a number of corporate, charitable and association boards, including The Bank of New York Mellon, The Timken Company, FM Global, the National Association of Manufacturers, the American Forest and Paper Association, the American Enterprise Institute for Public Policy Research, the Virginia Museum of Fine Arts, Virginia Commonwealth University, and The Community Foundation serving Richmond and Central Virginia.
Dan is the Executive Director of the Virginia Council on Economic Education, a non-profit organization dedicated to educating Virginia’s students in economics and personal finance to enable them to thrive in today’s dynamic economy. Prior to taking this role, Dan had a thirty-three year career in business, twenty-six of which were in financial services.
Dan was a Senior Vice President with Capital One, and in 2013, he retired from Capital One after nearly seventeen years there. In his most recent role at Capital One, Dan was responsible for all aspects of Capital One’s Corporate Real Estate in the U.S., the U.K., Canada, and India. For the first ten years, Dan was responsible for all back-office operations supporting Capital One’s North American businesses. He also served on the MasterCard International Operations Committee for seven years.
Before joining Capital One, Dan held operations management roles at GE Capital, Household Credit Services, and Citibank. Dan also spent seven years in public accounting, beginning his career as a management consultant at Arthur Andersen & Co. and later, McGladrey & Pullen.
Dan has served on the Boards of Directors and Executive Committees for the Virginia Chamber of Commerce, the Virginia Council on Economic Education, and the Better Housing Coalition. He previously served as Chairman of the Board for Family Lifeline. Dan was also Chairman of the Board of Trustees at the Winona State University Foundation, where he remains on the board.
Dan earned his B.S. in Business Administration from Winona State University and his MBA from the University of South Dakota.
Jon Spalter started his career as a Systems Consultant specializing in Project Management and Manufacturing Systems. He subsequently joined Mars, Incorporated as an analyst. Over the ensuing 25 years, he progressed through a broad range of financial and management positions; serving as a member of the Management team of a number of large domestic and international divisions via his roles as CFO. Jon retired from Mars in 2004 as the corporate Treasurer, responsible for Treasury/Pension/Benefits & Investments.
In 2004, Jon started Spalter Consulting, LLC. Since then, he has been actively consulting for a variety of select clients requiring general management, financial and/or corporate investment advice. He has a degree in Architecture, and an MBA in Finance and Management.
Mark Volchek is the Chief Executive Officer of Higher One Holdings, Inc. Since co-founding Higher One in 2000, Volchek has had a major hand in steering the company accordingly from its first round of seed funding all the way through successful acquisitions and partnership integrations in recent years. From setting the strategy and vision of Higher One to leadership and team-building, Volchek’s initiatives as CEO drive change, direct operations, and highlight the organization’s culture and values on a day-to-day basis.
Prior to founding Higher One, Volchek was General Manager at College Pro. In this role, he had P&L responsibility for over 15 franchises and 200 employees in the state of Connecticut. Here, Volchek earned various leadership awards including Manager of the Year. Volchek holds a B.A. and M.A. in economics from Yale University. He was a founding officer of the Yale Entrepreneurial Society (YES), and on its board from 2000 to 2010. This non-profit organization promotes entrepreneurship among Yale students, faculty, and alumni and today has over 1,000 members. Volchek’s other civic roles include serving on the Fort Lauderdale Aviation Advisory Board and as Chairman of the Tweed New Haven Airport Authority. His past civic activities include positions on the New Haven Economic Development Commission and the Regional Growth Partnership Strategic Planning Committee. In 2010, Volchek was a recipient of the Ernst & Young Entrepreneur Of The Year® Award for New England. In 2011, Volchek was named as a Finalist of the Ernst & Young National Entrepreneur Of The Year Award and in 2013, Volchek was named one of “America’s Most Powerful CEOs 40 And Under” by Forbes Magazine.
Dr. Mark Wensell
Dr. Wensell is CEO and co-founder of APIvista, a Richmond-based technology services firm focused on building API-driven integrations and managed services. The firm has clients leveraging its capabilities to enable digital transformation through DevOps, Software-as-a-Service integration and API platforms. At APIvista, Mark leads the vision of the company and works to find new clients, partners and markets that are seeking fundamental change by opening their business processes to their customers and partners.
Prior to founding APIvista, Mark founded bayMountain, an application hosting and colocation provider that was acquired by Peak 10, a colocation and cloud company now operating in 10 markets in the Eastern US. He served as their Vice President/General Manager for their Richmond market during a high growth phase of the company. Afterwards, Mark held the position of Vice President of Systems and Process Improvement and led the IT, Systems and Development teams during the company’s first strategic digital transformation initiative.
Dr. Wensell holds a BA in Mathematics from St. Mary’s College of Maryland and a Ph.D. in Physics from North Carolina State University.
Mr. Williamson is Chairman and Co-Founder at CapTech, a technology consulting firm, specializing in systems integration, management consulting, and data management/business intelligence. As Chairman, Mr. Williamson is responsible for setting the strategy of the firm, identifying new growth initiatives and helping the management team make their clients successful. Prior to becoming Chairman, Mr. Williamson served as CEO. Since starting CapTech in 1997, the company twice has been on Inc. Magazine’s list of the nation’s 500 fastest-growing private companies.
Before CapTech Mr. Williamson served as Manager of Management Services Organization (MSO) Development of Trigon Blue Cross Blue Shield. He also served as a Senior Consultant with Andersen Consulting.
Mr. Williamson holds a BA in Economics and Political Science from the University of North Carolina and an MBA in Finance from the American University.
Tom Woteki, PhD
Dr. Woteki (“Dr. Wo”) has over 25 years of experience in large-scale systems engineering and integration, as well as software development, in both the public and private sectors. He has extensive experience with commercial product development and with medical device product development and its associated regulatory issues.
Tom currently serves as CTO of a publicly traded corporation that provides a full range of business process outsourcing and IT services and solutions. Prior to his current position Tom was CTO of Acentia, LLC, and led its Centers of Excellence. For Cisco, Tom led a global consulting practice and also the development and introduction of its telemedicine solution. At Northrop Grumman, Dr. Woteki was Chief Engineer guiding the development of the Defense Travel System for DOD and GovTrip for GSA. At the American Red Cross Tom was CIO responsible for consolidating data center operations and developing a modern blood processing system, a software medical device subject to FDA regulation, to resolve various consent decree issues. Prior to the ARC, Dr. Woteki was Director of Worldwide Clinical Data Systems at Merck Research Labs. Earlier, at BDM International, he was Chief Engineer responsible for the design and development of the EDGAR System for the SEC, one of the earliest electronic filing systems. He also served as Chief Statistician in the Energy Consumption Division of the Energy Information Administration. Dr. Woteki held full-time faculty appointments at Princeton University and The University of Texas at San Antonio. Dr. Woteki is currently active in various industry associations. Tom has a PhD in Statistics and a Masters in Mathematics from Virginia Tech.
Andrew T. (Drew) Gilman has over 25 years of diverse professional experience, having initially spent 13 years with leading M&A advisory firms in New York, and then for the past 13 years serving as owner and President of a third-party logistics company in Maine.
Drew is currently Chairman of NEPW Logistics, Inc., a leading 3PL services firm serving the forest products industry in New England and Eastern Canada. He acquired the company in 2002, and as Owner/President made three strategic add-on acquisitions, opened new locations and signed numerous contract warehouse partnerships. He sold the company in 2014 to a private equity firm, and presently serves as its Chairman. NEPW now manages over 1 million square feet of warehouse space, operates the region’s largest paper converting service, and also operates an asset-light truck brokerage.
Prior to NEPW, Drew was a Director with Gleacher & Co., a boutique M&A advisory and private equity firm based in New York, advising corporates and private equity firms on large-cap M&A transactions in a variety of industries. Prior to Gleacher, Drew was a financial analyst in the M&A department at Morgan Stanley & Co.
Drew holds a B.A. from Dartmouth College and an M.B.A. from the Amos Tuck School at Dartmouth. He resides in Cape Elizabeth, ME with his wife and three children.
H. Jay Sarles
Mr. Sarles is retired, having most recently served as vice chairman of Bank of America Corporation. Prior to that, he served as vice chairman and chief administrative officer of FleetBoston Financial with responsibility for administrative functions, risk management, technology and operations, treasury services, corporate strategy, and mergers and acquisitions. During his 37 years at Fleet, Mr. Sarles oversaw virtually all of Fleet’s businesses at one time or another: wholesale banking, commercial finance, real estate finance, capital markets, global services, industry banking, middle market and large corporate lending, small business services, investment banking and private equity. Mr. Sarles is a member of the board of directors of Ameriprise Financial and of Avalon Bay Communities. Previously Mr. Sarles served as a director of Visa USA, Visa International and Dentaquest, a Boston-based dental insurance and processing company.
Eric Major is the President, CEO and Co-Founder of K2M, Inc., a fast growing global medical device company focused on developing innovative surgical solutions for the most complex spinal pathologies. Mr. Major previously co-founded and served as the President and Chief Executive Officer of American OsteoMedix Corp., or AOM, a minimally invasive spinal device company that was acquired by Interpore Cross International in 2001. Following the sale of AOM, Mr. Major served as President of the Minimally Invasive Division for Interpore Cross International (now a Biomet company) until 2002. Prior to co-founding AOM, Mr. Major served in several sales/marketing, strategic and product development capacities with various spinal companies including Acromed Spine Inc. (now a Johnson & Johnson company) and Synthes Spine, Inc.
Mr. Major has over 20 years of experience in the spine industry and was the 2010 recipient of the Entrepreneur of the Year Award for Emerging Technologies in the Greater Washington, D.C. region. Mr. Major is a member of the AdvaMed CEO Advisory Council and is active in the local community, serving on the Loudon Small Business Development Center Board of Directors, as well as the Board of Trustees for the Westmoreland Davis Memorial Foundation, Inc., a local historic preservation organization. Mr. Major holds a B.S. from James Madison University.
Jim has spent the past 17 years working in healthcare technology with a focus on revenue cycle management. He has extensive experience working in both private equity backed companies as well as early stage venture capital back companies. Most recently, Jim was the CEO of Capario. Capario, which was acquired by Emdeon in 2014, provides industry-leading, revenue cycle management solutions connecting payers, providers and partners nationwide. The company’s solutions help providers speed and improve reimbursement, payers gain business performance improvements and partners increase their competitive edge in the marketplace. Prior to his work at Capario, Jim served as an executive at Payerpath where he helped grow Payerpath from a start up to the nation’s largest processor of web based healthcare transactions.
Jim is a graduate of the University of Richmond with a degree in History and Economics. Jim lives in Richmond with his wife and three children where he is active in the community serving on the boards of Big Brothers-Big Sisters of Greater Richmond and Make-A-Wish of Greater Virginia.
Todd A. Stottlemyer
Todd A. Stottlemyer currently serves as Chief Executive Officer of the Inova Health System’s Center for Personalized Health, which includes the Inova Schar Cancer Institute, the Inova Translational Medicine Institute (ITMI), and other programs on the new Inova campus. Before joining Inova, Stottlemyer served as Chief Executive Officer of Acentia, an information technology company. Prior to joining Acentia in 2011, Stottlemyer served as an Executive Vice President and member of the executive management team for the Inova Health System. Stottlemyer’s areas of responsibility included information technology, innovation, biomedical engineering, international business, and other corporate functions.
Prior to joining the Inova Health System, Stottlemyer served as President and Chief Executive Officer and a member of the Board of Directors of the National Federation of Independent Business (NFIB); founder, Chief Executive Officer and a member of the Board of Directors of Apogen Technologies; President of McGuire Woods Consulting; Managing Director of McGuire Woods Capital Group; Executive Vice President and Chief Financial and Administrative Officer of BTG; and Corporate Vice President and member of the executive management team of BDM International.
Stottlemyer previously served on several technology company boards (DataPath, Soza & Company, MorganFranklin Corporation, Base Technologies, LeapFrog, and Navstar), as a Commissioner on the Fairfax County Economic Development Authority, as a member of the Board of Directors of the Metropolitan Washington Airports Authority, and as a member of the boards of directors of Virginia Commerce Bank, the Virginia Chamber of Commerce (former vice chair), the National Capital Region American Red Cross (former vice chair), and the Greater Washington Board of Trade.
Stottlemyer was recognized in 2006 by Washington Smart CEO magazine as one of their 20 “Most Admired CEOs” in the Washington, DC region. In 2012, 2013, and 2014, Stottlemyer was recognized by the Washington Business Journal as one of the Washington, DC region’s 100 most influential business leaders. In 2013, Stottlemyer was recognized by the Washington Business Journal as one of the Washington, DC region’s 50 “Most Admired CEOs”. Previously, Stottlemyer was selected as the Washington, DC region Chief Financial Officer of the Year for Community Service (selected by the Northern Virginia Technology Council and the High Technology Council of Maryland) and received the Northern Virginia Community Trustee Leadership Award for outstanding community service (selected by Leadership Fairfax).
Stottlemyer attended The College of William & Mary, graduating Phi Beta Kappa in 1985 with a B.A. He received his Juris Doctor degree from the Georgetown University Law Center in 1991, graduating Cum Laude. Stottlemyer is a member of the Virginia State Bar.