Katharine Mooney

Katharine helps the Blue Heron team to grow its proprietary network of industry experts and limited partners. Additionally, she manages all aspects of recruitment initiatives, investor relations, and administrative responsibilities.

Prior to joining Blue Heron Capital, Katharine was working as a Professional Recruiter with Apex Systems. There she was responsible for full lifecycle recruitment for a variety of positions within the Healthcare field. Her unique experience includes human resource management, administrative management, general recruitment, and client relations.

Katharine majored in Foreign Affairs at the University of Virginia. She and her partner Patrick reside in Richmond, Virginia.



Tom Benedetti

Tom is a Managing Partner and Co-Founder of Blue Heron Capital. He is a member of the Investment Committee and actively participates in the oversight of investments of CSA Medical, Verisma,, and Verato. He led Blue Heron’s investment in Avizia, a Blue Heron portfolio company that was recently sold to American Well. Tom has more than a decade of healthcare investing, private placement, and advisory services experience. Prior to co-founding Blue Heron Capital, Tom co-founded Benedetti & Farris, a full-service fundraising and special event planning firm. Tom holds a Bachelor’s Degree in Government from the College of William & Mary and earned his MBA at Georgetown University. He and his wife Liz reside in Richmond, Virginia with their three children.



Andrew Tichenor

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.



Dave Hunt

Dave Hunt is an entrepreneur, retired Chief Executive Officer and founder of Landon IP, Inc., a professional patent search, analytics, translation and patent training company in Alexandria, Virginia. Landon IP, now named CPA Global, employed approximately 325 people with offices in Alexandria, Tokyo, London, Frankfurt, Shanghai, Southfield, Michigan and Gurgaon, India upon his retirement in 2015. In the 1990s, Dave worked as a project manager and senior business analyst in the areas of corporate strategy, market research, and competitive intelligence at Freddie Mac. Prior to Freddie Mac, Mr. Hunt served as an operations management consultant at American General Corporation in Houston, Texas. In the 1980s, Mr. Hunt founded Capitol District Information, Inc. and SEC Infoline, Inc., two companies that conduct legal and court research for the securities, title insurance, and banking communities.



Gordon Crenshaw

Gordon is a Principal at Blue Heron Capital where he is responsible for leading the evaluation and execution of new investments and supporting Blue Heron’s existing portfolio companies. Prior to joining Blue Heron, Gordon executed over $200 million of fund and direct investments across multiple asset classes and global strategies for the University of Virginia’s $7.5 billion endowment. Gordon also worked at Brazos Private Equity Partners, a Dallas-based investment firm specializing in leveraged acquisitions and recapitalizations in the middle market. Prior to joining Brazos, Gordon started his career in New York with Citigroup in the Investment Banking Division, completing over $3.5 billion of M&A, debt, and equity financings in the consumer and retail industries.

He holds a Bachelor of Science Degree in Commerce from the McIntire School at the University of Virginia where he graduated with Distinction and an MBA from The Wharton School of the University of Pennsylvania where he was awarded the Philip J. Whitcome Fellowship for outstanding academic and professional accomplishments, exceptional character, integrity, and leadership. Gordon and his wife Hannah reside in Richmond, Virginia with their chocolate lab, Lewis.


Frank Adams

Frank A. Adams is the Managing General Partner and founder of Grotech Ventures and its predecessors Grotech Partners and Grotech Capital Group, one of the oldest, largest and most successful venture capital funds in the country focusing on the Southeast, Southwest and Mid-Atlantic regions. Under his leadership Grotech has grown from $12 million in managed assets in 1984, to over 1.5 billion dollars through 9 funds. He has been the principal architect of the Grotech structure, investment strategy and portfolio management which has helped grow over 70 successful developing companies with market caps in excess of $15 billion. Since founding Grotech in 1984 the firm has expanded its operations from Maryland to offices in Virginia, North Carolina and Colorado. Under Frank’s leadership Grotech has invested in transforming technology companies such as LogRhythm, NexGen Storage, LivingSocial (now Groupon), Fieldglass, Broadsoft, United Biosource,, USI, DIGEX, Secure Computing, Verity, Interspec, Tessco and CDNow. Mr. Adams has personally led, co-led or collaborated in over 40 companies that have successfully completed public offerings or mergers. He has been a director of several private and public companies in the Grotech portfolio.

Prior to joining Grotech, he had hands-on operating experience with small and moderate sized firms in start-up, rapid growth, turnaround and international situations. He has held senior executive positions with NYSE/OTC public and private firms including PHH Group, Inc., RLC/Matlack, Inc., The Westinghouse Electric Corporation and TMS, Inc.

Mr. Adams graduated from the University of Baltimore in 1967 and 1972 with a B.S. in Business Administration and a Juris Doctor degree, respectively, and has also successfully completed advanced management programs at Stanford University in Finance and The Harvard Business School in Information Technology.


Michael Dan

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 Fraizer

Michael D. Fraizer is a Senior Advisor of Blue Heron Capital. He also serves as a board member within the financial services industry and as an advisor to and investor in early stage operating and investment companies. Previously his 32 year corporate career included serving as Chairman and Chief Executive Officer of Genworth Financial for 8 years after 24 years with GE where he held a number of senior positions which included: 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 Holdings Corporation and MUFG Union Bank, Grange Insurance, Richmond Performing Arts CenterStage and the VCU Real Estate Foundation. He previously served as a board member of Virginia Commonwealth University (VCU), the American Council of Life Insurers, the Financial Services Roundtable and the advisory board of the Andre Agassi Foundation For Education. Additionally, he and his wife are active in their family-controlled sports business - Sports Reality 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.



Eric Beyer

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 Byrd

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 on the Board of Directors of Great Richmond Fit4Kids, Virginia Health Care Foundation, FeedMore, Inc., Corvesta, Inc., Riverside Health System and WiserTogether, Inc.

Tom earned a bachelors of science, summa cum laude, in business from Virginia Tech in 1980.


Dr. James Lesnick

Dr. Lesnick has over 30 years of experience serving patients. He is currently the Senior Vice President of Business and Venture Development for the Riverside Health System, a diverse and growing group of over 500 providers. He was also the Riverside Medical Director of the Chesapeake Regional, Riverside and University of Virginia Radiosurgery Center located at Riverside Regional Medical Center.

With a particular practice interest in Gamma Knife radiosurgery, Dr. Lesnick manages conservative treatment for all neurosurgical conditions of the brain and spine. His philosophy is to remember that he is not treating scans or x-rays;he is treating a patient.

Dr. Lesnick earned his medical degree at the University of Rochester School of Medicine and Dentistry in Rochester, New York. He completed residency training in Neurosurgery at Hospital of the University of Pennsylvania and also completed a fellowship in cerebrovascular research as part of his residency. He is board-certified by the American Board of Neurological Surgery. Dr. Lesnick also earned an MBA from The College of William & Mary.

In his spare time, Dr. Lesnick enjoys spending time with his family and their golden retriever, sailing and playing golf.


Alan Cohen

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.


Tom Snead

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 Lee

Mr. Lee founded Lee Technologies in 1983. Schneider Electric, a global specialist in energy management acquired Lee Technologies in 2011. Mr. Lee maintained a senior leadership position with Schneider Electric until his departure in December 2014. Mr. Lee serves on various corporate Boards including Access National Corporation (Chairman), Canara (Columbia Capital), Primary Integration (Rotunda Capital) and RedPeg Marketing. Mr. Lee also serves on various non-profit Boards including the Wolf Trap Foundation for the Performing Arts, Virginia Polytechnic Institute and State University Board of Visitors, Cal Ripken Sr. Foundation, Loyola University Maryland Board of Trustees, Northern Virginia Technology Council and The Economic Club of Washington, D.C. Previous Boards served include Randolph- Macon College and Virginia Foundation for Independent Colleges (VFIC). Mr. Lee holds a bachelor of arts in economics and business administration from Randolph-Macon College, and resides with his family in Middleburg, Virginia, and Washington, DC.


Dendy Young

Dendy Young is the Managing Partner of McLean Capital, LLC, a private equity firm, based in McLean, VA, which focuses on investments in early-stage companies. He is also a member of Blu Venture Investors, an angel investment company that supports early stage companies in the Washington DC area through which he has built a portfolio of more than 15 young companies.

From January 1996 to 2006, Mr. Young was CEO of GTSI Corp. (NASDAQ: GTSI), a $1+ billion enterprise services and solutions provider. Prior to GTSI, Mr. Young served as Founder and Chief Executive Officer of Falcon Microsystems, Inc. and, before that, Falcon Systems, Inc.

Mr. Young serves on the Executive Committee of the Northern Virginia Technology Council (NVTC). He is Chairman of the Board of Qlarion, Inc., which provides innovative business analytics to government, RG5 LLC, which provides program management services, and Perthera Inc. which is commercializing a breakthrough in personalized medicine for patients with cancer.

Mr. Young lives in McLean, Virginia with his wife, Andrea. He holds a SB in Electrical Engineering and Computer Science from the Massachusetts Institute of Technology and an MBA from the Harvard Business School.


John Alexander

John Alexander is the founder of The CBORD Group Inc., a systems integration firm based in Ithaca, NY. CBORD is the world's leading provider of campus and cashless card systems, food and nutrition service management software, nationwide student discount and off-campus commerce programs, housing and judicial process management software, and integrated security solutions. He started the company while a student at Cornell in 1975 and built The CBORD Group from a handful of part-time employees to a corporation employing more than 450 people and serving over 5,000 clients worldwide. He sold the CBORD Group in 2008. Mr. Alexander also serviced as vice president of the Money Market Division of Bankers Trust Company (now Deutsche Bank).

John is a trustee emeritus and a Presidential Councilor at Cornell, and serves on the development board of the Food Bank of the Southern Tier, Tompkins Financial Corporation, and numerous private company boards. He is a charter member of the Cayuga Venture Fund and the Red Bear Angels, and supports numerous startups that grow out of Cornell.

John spends half the year in Ithaca and New York City, and the other half in beautiful Malinalco Mexico.


Rob Alexander

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 graduated from Harvard University in 1986 with a degree in Physics. He also received a Master’s Degree in International Relations from the University of Southern California in 1989 and an MBA from Harvard University in 1992.


Satya Rangarajan

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.

Mr. Rangarajan also serves on numerous global boards and advisory groups including Georgetown University Global Advisory Board, Trustee of Virginia Museum of Fine Arts, Weinstein Properties, Blue Heron Capital, Arrowroot Capital, LightHouse Labs, Welmedix, Fulcrum Collaboration, Medical Home Plus, MCIM, PlanG, American Research Institute and Custos Inc. He also serves as Council/Scholar provides strategic guidance to Analysts, Private Equity and Executives from BioMedical, Technology, Pharmaceutical and Financial Services.

Mr. Rangarajan background includes over twenty-five 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 Security. He was also responsible for the planning, recruitment, and setup of an offshore technical subsidiary company. He has held several senior management positions including CIO of HDL, Vice President and CTO of Philadelphia Insurance Companies (NASDAQ: PHLY), COO of TecAccess, Director Platinum Tech (NASDAQ: PLAT), Director-development at CA, Inc (NYSE CA).


Jim Cheng

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

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, 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 Lane

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.



Joe Kunkel

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 Mortensen

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.


Ronald G. Morgan

Ronald G. Morgan

Ron is an entrepreneur, business leader, and consultant with a successful 19-year track record of growing the company he co-founded, MorganFranklin Consulting. Since it’s founding in 1998, Ron has served in numerous key roles. He currently serves as Board Chairman and in the past has been a member of the Board of Directors, President of the Consulting Business, and Chief Financial Officer. In these positions, Ron was central to building MorganFranklin from a single person business with one client in 1998 to a 275-employee company with offices in Northern Virginia, Atlanta, New York and San Francisco. Today, MorganFranklin is a nationally recognized execution-focused business consulting firm serving commercial and government clients in the areas of Accounting and Transaction Services, Risk and Compliance, Operational Improvement and Information Management & Technology.

Ron is the founder of Cyngor LLC, a consulting firm providing investment, governance, and business advisory services to small and mid-size growth companies. He currently sits on the Advisory Boards of Inadev Corporation and Patrocinium, Inc. Inadev provides mission-oriented, customized technology solutions to federal agencies. Patrocinium provides is an emergency response software platform that provides the public and responders with a flexible, cloud-based tool that reduces recovery time, cost, and loss of life.

Ron is also a co-founder of Goodseeker, Inc. which has developed a web-based application that enables organizations to improve employee engagement as well as help individuals build their personal brand and promote company culture through the exchange of stories about defining life and career moments.

Prior to founding MorganFranklin, Ron served as Director of Financial Compliance for Concert Communications, a $7 Billion global joint venture between AT&T and British Telecom (BT). Before joining Concert, Ron was a senior auditor with PricewaterhouseCoopers (PwC) where he worked with companies in the Technology, Information and Communications industries.

Ron is a member of the Penn State Smeal College of Business Board of Visitors and serves on its Honor and Integrity Committee. He serves on the Board of Directors of Junior Achievement of Greater Washington (JA) and the Board of Directors of HEROE’s Inc. While at MorganFranklin, the company raised over $500,000 over a seven-year period to support Wounded Warrior programs. Through MorganFranklin’s Corporate Social Responsibility Program, Ron, his co-founders, and the employees of MorganFranklin have raised over $10 million for local and national charities.

Ron also served on the Board of Directors of the Association of Corporate Growth – National Capital Region and served as its Board President in 2013-14. He is a member of the Economic Club of Washington.

Ron graduated from The Pennsylvania State University in 1993 with a Bachelor of Science in Accounting.


Jon Spalter

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

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.


Sandy Wiliamson

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 Gilman

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

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 Riley

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.


John Backus

John is a seasoned technology investor and entrepreneur with three decades of experience investing in and managing rapidly growing companies. Before becoming a venture capitalist, he co-founded US Order, which revolutionized online banking and went public in 1995.

John serves on the Board of Directors for the Center for Public Policy Innovation (CPPI) and is the Board Chair of the Colorectal Cancer Alliance. He served four years on the Board of Directors of the National Venture Capital Association (NVCA) including two years on the executive committee, is Chairman Emeritus of the Northern Virginia Technology Council (NVTC) Board of Directors, has served as a technology policy adviser to Virginia governors Gilmore, Warner and McDonnell and has contributed his views to CNBC, The Washington Post, Tech Crunch, Fortune, VentureBeat and the Huffington Post. John began his career at Bain & Co. and Bain Capital, where he was the first management consultant to take a full time operating role in a portfolio company.


Todd A. Stottlemyer

Todd A. Stottlemyer is CEO of CNSI, a Rockville, Maryland-based health IT solutions firm.  He is former 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.


Kara Donnelly

Kara is responsible for implementing the overall deal flow sources and partner network as it relates to the firm’s investment strategy. Kara has over a decade of private equity investing and advisory services experience. Prior to joining Blue Heron Capital, she worked in business development at NewSpring Capital as well as in investment banking at Janney Montgomery Scott.

Kara holds a Bachelor’s Degree in Economics and Mathematics from the University of Pittsburgh. She resides in the suburbs of Philadelphia with her family and their dog.


Curtis Schehr

Curtis Schehr serves as Executive Vice President, General Counsel and Corporate Secretary of DCS Corporation, a government contractor providing advanced technology and management solutions to government agencies in the national security sector. Mr. Schehr advises management and the board of directors on matters including mergers and acquisitions, government contracts, litigation, bid protests, intellectual property, software licensing, employment law, corporate governance and export control. In addition, Mr. Schehr is the company’s Chief Ethics and Compliance Officer and has overall responsibility for Corporate Security.

Mr. Schehr served previously as Senior Vice President, General Counsel and Corporate Secretary of DynCorp International Inc., then a publicly traded leading provider of mission-critical services to the federal government and international customers. Joining DynCorp in late 2006, Mr. Schehr managed a department of 17 employees, and as a member of the executive management team, actively participated in developing and implementing the company’s growth strategy and policies. He also served as DynCorp’s Senior Vice President, Chief Compliance Officer and Executive Counsel.

Before joining DynCorp, Mr. Schehr served as Senior Vice President, General Counsel and Secretary of Anteon International Corporation, a publicly traded information technology, systems engineering and integration services company serving the federal government and overseas customers. From 1996 to 2006, Mr. Schehr was part of the executive team that spearheaded Anteon’s growth from approximately $125 million in 1996 annual revenues to an annual revenue run rate of approximately $1.75 billion in 2006. Anteon’s growth strategy included a robust mergers and acquisitions program, and Mr. Schehr was heavily involved in the nine acquisitions completed by Anteon. Additionally, Mr. Schehr was part of the team that guided the company’s initial public offering on the New York Stock Exchange in 2002.

Prior to Anteon, Mr. Schehr was Associate General Counsel for Vitro Corporation and Corporate Legal Counsel for Information Systems and Networks Corporation. He also held contracts and legal positions in the Westinghouse Electric Corporation's defense group.

Mr. Schehr is a past director of the Association for Corporate Growth, National Chapter. Mr. Schehr is also Past President of the National Capital Region of the Association of Corporate Counsel (ACC), an in-house counsel organization with over 2,000 members.

Mr. Schehr is a director and treasurer of Quality Trust for Individuals with Disabilities, a non-profit advocacy organization focused on improving the lives of children and adults with disabilities in the District of Columbia and beyond. He also is a member of the board of directors of Music for Life, an after-school music program for low income and at-risk youth who otherwise do not have or cannot afford the opportunity to participate.

Mr. Schehr holds a J.D., with honors, from the George Washington University Law School and graduated summa cum laude from Lehigh University, where he was elected to Phi Beta Kappa.


Mark Hourigan

Founder and CEO of Hourigan Construction, Mark Hourigan has more than 35 years of experience in the commercial construction and real estate development industry. His ability to understand the big picture, coupled with his keen eye for detail, consistently allow him to focus on the drivers of success for Hourigan’s clients. Acting as a champion for innovation and fostering a consultative approach, he has instilled a discipline for continuous improvement throughout the organization.

Mark’s commitment to developing people to their fullest potential is evident in the team he has assembled at Hourigan, as well as the formal Mentor-Protégé relationships he has established with minority firms in the region. Growing the next generation of industry leaders is another passion and one that has led to a role on the Advisory Board at the Virginia Tech School of Construction. In this role, he serves as a guest lecturer, assists in developing curriculum, sponsors internships and provides real world experience by integrating the students into Hourigan projects.

As a trusted voice at the table, Mark’s leadership not only benefits clients, owners, and sub-contractors but goes beyond the profession and into the community, where he serves on numerous boards.

Mark holds a Bachelor’s degree from Gettysburg College and an MBA from the University of Richmond. He enjoys spending time with his family. Mark holds a Bachelor’s degree from Gettysburg College and an MBA from the University of Richmond. He enjoys spending time with his family.


Tim O’Donnell

Mr. O’Donnell was founder, President and CEO of OmniClaim, Inc., until its recent acquisition by Equian in 2018. OmniClaim was a recognized industry leader and innovator in healthcare payment integrity, providing services to the nation’s largest insurance companies. OmniClaim developed a proprietary analytics platform, premised on machine learning, that transformed the inpatient and outpatient audit space, allowing for optimized recoveries while minimizing provider abrasion. OmniClaim, on behalf of its insurance company clients, performed audits at and developed working relationships with over 2,000 hospitals across the United States.

Prior to founding OmniClaim, Mr. O’Donnell founded ApexHealth, a leading practice management company that acquired and managed physician practices. Previously, Mr. O’Donnell was a founder and principal of EMG, a healthcare consulting company serving hospitals and physician groups around the country. Mr. O’Donnell also co-founded and managed EMG Billing, a specialty medical billing company. Mr. O’Donnell majored in Classics at Colby College and received a JD from Suffolk University. Mr. O’Donnell serves on the Board of Trustees and is Vice Chair of Boston College High School.


Cliff Robertson

Cliff Robertson, M.D., is the chief executive officer (CEO) of a national nonprofit health system. He also serves as a Senior Vice President of Divisional Operations and sits on the President’s Council. An experienced family practice physician and health system executive, Dr. Robertson also serves as a senior vice president of Divisional Operations. He has more than 20 years of experience as a business leader in both healthcare and private business.

As CEO Dr. Robertson leads the largest regional health system in their state, with 14 hospitals, 136 clinic locations and 12,500 employees caring for more than one million patients a year.

Prior to joining in 2014, Dr. Robertson served in a dual role as interim CEO of a Health System in Houston and as chief operating officer (COO) of a health system in Washington State, where he was responsible for daily operations and strategic direction of the seven-hospital system. Dr. Robertson earned his bachelor’s degree from the University of Colorado at Boulder and his medical degree from Ohio State College of Medicine. He completed his residency and internship in family practice at Madigan Army Medical Center in Tacoma. He later received his master’s in business administration from Pacific Lutheran University.

Dr. Robertson serves on various community and civic boards including The Geneva Foundation, Avizia Inc., and the Omaha Chamber of Commerce. He is an assistant clinical professor in the Department of Medical Education at Creighton University School of Medicine.

Dr. Robertson is married and has three children. When he is not working, Dr. Robertson enjoys playing golf, skiing and traveling with wife, Carol, and his family.


Matt Aprahamian

Matt Aprahamian is a Principal at Monument Consulting, a Managed Service Provider who helps companies gain control of their contingent labor workforce. Prior to Monument Consulting, he was Director of Business Development for Whitlock eBusiness Solutions and worked in Business Development at ADP. He holds a BSBA in Marketing from the University of Richmond Robins School of Business.


Brad Buehler

Brad Buehler is Executive Director of skills360, an innovator in global internship placements. He leads its mission to connect exceptional students with innovative companies around the globe for substantive international work and cultural experiences. Prior to skills360, he was Managing Director of Patent Search and Innovation Intelligence at CPA Global, and President and Senior Vice President of Landon IP. He received his Bachelor of Science from Mount St. Mary’s University and Masters of Business Administration from the University of Maryland University College.


Cliff Fleet

Cliff Fleet is the former CEO and President of Philip Morris USA. Cliff joined Philip Morris in 1995, holding management and leadership positions in investor relations, sales, operations, market information and finance.

Prior to serving as president and CEO, in which he oversaw Philip Morris USA and fellow Altria manufacturing subsidiary John Middleton, he served as vice president and general manager of Marlboro, responsible for Marlboro’s entire product portfolio. Before that, he served as vice president of strategy and business development for Altria Client Services.

A Charlottesville native, Fleet graduated from William & Mary and serves on the board of directors for the Jamestown-Yorktown Foundation, ChamberRVA, Virginia Business Higher Education Council, and the board of trustees for the William & Mary Foundation. He is a former board member of the National Association of Manufacturers and coaches several youth athletic teams.


Paul Lalljie

Paul Lalljie, recently retired as CFO of Neustar, Inc, a leading global information services provider driving the connected world forward with trusted, holistic identity resolution. Paul Lalljie’s financial and business leadership was crucial in leading Neustar through its public offering and a go private deal. Paul Lalljie started his career with Neustar in 2000 and has served in a variety of roles, including Vice President, Financial Planning and Treasurer. During his tenure as CFO, he oversaw all global finance functions, including treasury, accounting, financial planning and analysis, real estate management and investor relations. His expertise is also widely recognized in the industry – The Northern Virginia Technology Council voted him “CFO of the Year” in 2012.


Gaylon Layfield

T. Gaylon Layfield, III is former CEO of Xenith Bank. Prior to Xenith, he was President of Timber Resource Management, was with Signet Banking Corporation in a number of senior roles.

Mr. Layfield has extensive executive bank management and public bank holding company experience, as well as significant knowledge about the mid-Atlantic region business and banking environment. 


Richard Nadeau

With nearly 40 years of experience in financial operations and government contracting, Rick Nadeau became Chief Financial Officer and Treasurer of MAXIMUS in 2014. Mr. Nadeau is responsible for leading the Company’s finance organization, which includes corporate controllership, treasury, tax, finance operations, mergers and acquisitions, and strategic planning and analysis functions.

Mr. Nadeau joined MAXIMUS from SRA International and previously spent a decade as Chief Financial Officer for three NYSE-listed companies, including Sunrise Senior Living. Prior to that, Mr. Nadeau spent more than 30 years in public accounting and was a partner with KPMG, where he was the lead engagement and audit partner for several large government and commercial firms.

Mr. Nadeau holds a B.S. in commerce and an M.S. in accounting from the University of Virginia.


Josh Davis

Josh co-founded the Anders Group in 2010 after nearly a decade of success in the healthcare staffing industry. As a consistent number-one sales performer, Josh was ready to take on the challenge of opening his own business where he could share his strategies for success. Josh enjoys wearing many hats as a business owner, and says that, “Nothing is more rewarding than calling a therapist or nurse to let them know that you found them a perfect opportunity.” Josh attributes his success to his discipline and persistence. He teaches his recruiters not to get discouraged. “No is not concrete,” Josh says, “A ‘no’ means no today, not next week.” He encourages his team members to follow up on every opportunity. Josh earned a BS in Education from Baylor University, and enjoys working out, officiating college and high school basketball, and being with his family in his spare time.