| Stanley Wunderlich
Chairman & CEO
swunderlich@cfsg1.com
The founding partner of CFSG1, Mr. Wunderlich
brings to his clients nearly 40 years of experience in Wall
Street activities. A specialist in corporate development and
the formation of triangular reverse mergers, he has participated
in numerous initial public offerings, private placements of
equities and institutional private equity offerings. Mr. Wunderlich
helped launch two previous investment banking firms, the Renaissance
Group and Krieger, Wunderlich, Fialkov, Scheinman & Company.
He has also served as Managing Director of J.T. Moran &
Co., as a Registered Principal at Dunhill Equities, and as
Managing Director at Robert Todd Financial. He is noted for
the close relationships he has forged with key brokers/dealers,
venture capitalists, institutional investors, research analysts,
media personnel and other global private equity source.
Listed in Who’s Who in Executive Management, Mr. Wunderlich
is a former member of LIFT (Long Island Forum for Technology)
and a former member of the American Stock Exchange Arbitration
Panel. He holds a B.A., L.L.B. and most major credits toward
his M.B.A. in Executive Management. A proud former member
of the United States Marine Corps, he is a two-time “Ironman”
World Championship finisher.
Daniel Stepanek
Executive Vice President
dstepanek@cfsg1.com
With more than 20 years of broad experience in investor relations,
public relations and media relations, Mr. Stepanek also serves
as Managing Partner, KCSA Worldwide. With a wealth of contacts
in the print and broadcast media, he has particular expertise
in developing and implementing investor relations, marketing
and communications programs, strategic counseling, and business
and trade media relations. Prior to KCSA, which he joined
in 1992, he served as Vice President and General Manager,
CMF&Z., Inc., a Young & Rubicam Company; Director
of Communications, Combustion Engineering Inc.; and Director
of Investor Relations, Borg Warner Corp. He has earned a B.S.
in Biology, Marquette University; M.A. in Journalism, University
of Iowa, and an M.B.A in Finance, Loyola University of Chicago.
He is an avid tennis player and successful marathon runner
having completed 10 marathons to date.
Bonnie Barrett Stretch
Executive Vice President
bstretch@cfsg1.com
Ms. Stretch brings extensive experience in strategic
corporate communications, positioning companies and clarifying
their growth potential to the investor community. Her clients
have ranged from financial services companies, telecom associations
and emerging technology businesses to healthcare organizations,
consumer goods and services, fine arts organizations and publishing.
An active member of the International Association of Business
Communicators (IABC), she has won numerous awards for editorial
excellence and holds a Masters in Journalism from Columbia
University.
Adam Brooks
Senior Vice President
abrooks@cfsg1.com
Mr. Brooks comes to CFSG1 with a strong background in management,
finance and technology. Prior to joining the Company he served
as Vice President, Financial Advisor and Regional Technology
Coordinator for Morgan Stanley, New York, where he co-managed
a $100 million financial portfolio for non-institutional clients.
As Regional Technology Coordinator for the Northeast Division
of Morgan Stanley, he trained executives and employees throughout
the region in the use of proprietary and non-proprietary software
and technology applications. In addition, he was responsible
for leading over 1500 sales and marketing employees to increase
productivity and revenue. He holds a B.S. in Marketing from
the State University of New York at Old Westbury, New York.
Meryl Orshan
Executive Director
info@cfsg1.com
Ms. Orshan has served CFSG1 since 1994 and currently
handles operations and support services, marketing materials
and brochures, group marketing and seminars and various phases
of account management and development. Ms. Orshan received
a BA degree from Hofstra University in Administration and
Marketing.
Joseph A. Mansi
Advisor
jmansi@cfsg1.com
Mr. Mansi has over 30 years’ experience in the field
of public and investor relations. A former journalist and
corporate communications executive, Mr Mansi served as a Managing
Partner at KCSA Public Relations, where he specialized in
investor relations representing both small and large cap corporations.
He is an accredited member of the Public Relations Society
of America and has lectured widely on investor relations.
Gilbert D. Raker
Advisor
graker@cfsg1.com
With more than 20 years’ experience in business development,
Mr. Raker is Chairman, President and CEO of SEMX Corporation,
where he successfully led the company from a single-facility,
privately-held business to a public corporation with a worldwide
presence. Previously, he was a Managing Director and Partner
of Ditri Associates, Inc. (DAI), a private investment company,
and Executive Vice President of CPC Holdings/Kenmare Capital
Corporation, another private investment company, where he
negotiated and structured acquisitions, oversaw financial
management and controlled the portfolio of several operating
businesses.
Robin L. Smith, M.D., M.B.A
Senior Advisor
rsmith@neostem.com
Prior to being appointed Chairman of the Board of Directors
and Chief Executive Officer of NeoStem, Inc., (NEOI.OB) an
adult stem cell collection processing company, Dr. Smith has
acted as a senior advisor and investor to both publicly traded
and a long term storage company as well as privately held
companies including but not limited to China Biopharmaceutical
Holdings, Phase III Medical, the Madelin Fund, HC Innovations
inc, Navstar Media Holdings, Strike Force, Red Lion Partners
and Health Quest, where she has played a significant role
in restructuring and or growing the companies. Additionally,
she assists multiple investment banks including Capital Growth
Financial, Duncan Capital and Wellfleet Partners where she
evaluated companies in healthcare, media and emerging technologies.
Dr. Smith also serves on the Board of Trustees of the NYU
School of Medicine Foundation (becoming the NYU Medical Center
Board) and Co-Chairman of the Board of Directors for the New
York University Hospital for Joint Diseases where she is heads
up new development efforts and board member recruitment. She
was also recently appointed to the Chemotherapy Foundation
Board of Trustees, The New York Theatre Ballet and Choose
Living.
Prior to these activities, Dr. Smith served as President
& Chief Executive Officer of IP2M. During her term, the
company was selected as being one of the 10 fastest growing
technology companies in Houston. IP2M was sold to a publicly
traded company in February of 2003. Before joining the IP2M
management team, Dr. Smith was Executive Vice President &
Chief Medical Officer for HealthHelp, Inc., a National Radiology
Management company which managed 14% of the health care dollars
spent by insurance companies such as Aetna, Blue Cross and
Blue Shield, and Humana to name a few.
Dr. Smith received her post-graduate training in surgery
at the Thomas Jefferson University Hospital and obtained her
medical degree from Yale University where she received the
Janet M. Glaslow Memorial Achievement Citation, was elected
to Alpha Omega Alpha and chosen to be a Farr Scholar. Dr.
Smith was one of the first graduates of the U.S. Quality Algorithms
Managed Care Fellowship between U.S. Healthcare and Thomas
Jefferson Medical College. Dr. Smith's interest in medical
management led her to pursue a Masters Degree in business
administration at the renowned Wharton School of Business
where in sixteen months she completed a double major in health
care administration and operations management as well as made
the Directors List. As the creator of the bimonthly Managed
Care Clinical Corner editorial, Dr. Smith was appointed to
the editorial board of Disease Management. Dr. Smith serves
on the Houston Technology Advisory Board in addition to the
GlaxoSmithKline Advisory Board and holds memberships in National
Association of Managed Care Physicians, American College of
Physician Executives, American Association for the Advancement
of Science, Society for Neuroscience, and the Association
for Chemoreception Sciences. Additionally, Dr. Smith was a
consultant to the Department of Health Policy and the Clinical
Outcomes Department at Thomas Jefferson Hospital and the Utilization
Department of Methodist Hospital. Dr. Smith has been published
extensively dealing with marketing, computer usage in office
settings, clinical practice, management and data mining.
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