Chairman & CEO
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.
Eric L. Kash, Principal
Eric's thirty year Wall St career started as a retail broker for Oppenheimer & Co. He moved into Institutional Sales and became a Limited Partner with responsibility for Japan, Singapore & Hong Kong. Eric performed similar duties at Alex Brown & Sons. Eric shifted his career to Main St., working for specialty packaging and environmental biotech companies. He co-founded and was CEO of Organica, a company using microbiology based products to replace chemicals. He returned to Wall St as an Investment Banker, raising $80mm in capital at Roebling, Sloan Securities and Basic Investors. Later, he became a marketing consultant, then CEO/CFO of Coupon Express Inc., developing a product and managing its national rollout. Eric holds a B.S. in Accounting (Magna cum Laude), has an MBA from the Darden School of Business and is a CPA.
Senior Vice President
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.
Executive Director/Media Relations
Marisa Leigh brings her strong background in healthcare, journalism, public relations, fine arts and marketing to CFSG1. Over the past few years, she has written extensively for newspapers, online journals and magazines throughout the U.S. and has covered various topics, including: healthcare, politics, medicine, religion, and social, national and international issues. In addition to currently being an editor at one of South Florida’s newspapers, she also ghostwrites for authors, and specializes in press releases and marketing for businesses. She majored in Chemistry and minored in English at Nova Southeastern University in Fort Lauderdale, Florida.
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.
Charles Athle Nelson
Mr. Nelson has been active in the capital markets for the past 35 years. He began his financial career as a marketing representative with American International Group and in 1978 joined Dean Witter Reynolds as a financial advisor working with High Net Worth and Institutional clients.
In 1980, he joined Drexel Burnham and Lambert and subsequently, at Ladenberg, Thalmann and Auerbach Pollack and Richardson originating equity and investment banking transactions. Mr. Nelson has been active in the Chinese and ASEAN markets since the 1980’s with exceptional results and has been instrumental in bringing major foreign companies for listing on senior USA exchanges.
He holds a BA from Villanova University and an MBA from Rutgers University.
Robin L. Smith, M.D., M.B.A
Dr. Robin L. Smith joined NeoStem, Inc. as Chairman of its Advisory Board in September 2005 and, effective June 2, 2006, became the Chief Executive Officer and Chairman of the Board. Dr. Smith, who received a medical degree from Yale University in 1992 and a master's degree in business administration from the Wharton School in 1997, brings to NeoStem extensive experience in medical enterprises and business development. From 2000 to 2003, Dr. Smith served as President & Chief Executive Officer of IP2M, a multi-platform media company specializing in healthcare. 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 2003. Previously, from 1998 to 2000, she was Executive Vice President and Chief Medical Officer for HealthHelp, Inc., a National Radiology Management company that managed 14 percent of the healthcare dollars spent by large insurance companies.
Dr. Smith has acted as a senior advisor to, and investor in, both publicly traded and privately held companies including but not limited to China Biopharmaceuticals Holdings, Inc. (“CBH”), the Madelin Fund, HC Innovations Inc., Navstar Media Holdings, Strike Force, Health Quest, Red Lion Partners and All American Pet, where she has played a significant role in restructuring and or growing the companies. Dr. Smith served on the Board of Directors of two privately held companies, Talon Air and Biomega, and also served on the Chemotherapy Foundation Board of Trustees and The New York Theatre Ballet. She currently serves on the Board of Trustees of the NYU Medical Center Board, is past Chairman of the Board of Directors for the New York University Hospital for Joint Diseases where she headed up new development efforts and board member recruitment, and served on the Board of Choose Living. Dr. Smith is the President and serves on the Board of Directors of The Stem for Life Foundation.
Mr. Potter has been a guest speaker at financial events in the Middle East and the United States. His contacts are with the top global financial institutions; high net worth families; and government representatives. He is currently licensed with a Series 7, Series 66 and Series 3. The founder and Managing Director of COPARA, he continues to build a rewarding career spanning three decades, and multiple industries, including many noteworthy achievements. Most recently, Mr. Potter has founded C3 Summit LLC. The mission of C3 Summit (www.c3-summit.com) is to ensure that both US and Arab businesses grow and prosper by providing unique and valuable commerce opportunities. Prior to founding C3, Mr. Potter has been marketing financial instruments in the Middle East under the umbrella of Copara. In less than 11 months, Mr. Potter established two funds. One funded and managed by the National Bank of Abu Dhabi (the 50th strongest bank in the world). The other, The National Investor, a top boutique investment banking house located in Dubai. He was also responsible for engaging the Abu Dhabi Investment Company (Invest AD). Part of the Abu Dhabi Investment Authority, the largest sovereign wealth fund in the world ($800 billion), he won an assignment to incorporate a quantitative ranking system, with a $30 million GCC/MENA fund, managed by Invest AD.
From 2007 until 2010, Mr. Potter served as a Senior Partner on Morgan Stanley’s Private Wealth Management team and was responsible for identifying viable business opportunities. His introductions had been a cornerstone of the team’s success producing more than $550 million of net new assets in just 36 months. In 1980, Mr. Potter, together with a partner, started On Line Media, an innovative supermarket ad company. Within three years, they took On Line Media public. Upon selling his shares of On Line Media in 1984, he formed R.N. Potter Associates. In 1990, his previous achievements were recognized by Flair Communications and he was asked to run their NY office. He merged R.N. Potter Associates with Flair’s New York office and built that regional office in to the largest of their five domestic offices, including the corporate headquarters based out of Chicago.
Edward W. Werz,
Edward W. Werz has over 40 years of experience in direct marketing, product development, education and publishing. He is an entrepreneur, business writer and consultant, advisor, and expert in niche marketing.
Mr. Werz holds a master’s degree in psychology from The New School for Social Research and has worked as teacher, psychologist, VP of Marketing, CEO and President of a publishing firm, President of a direct marketing advertising agency, and trade publication columnist. He is the author of three best-selling business marketing books, including Letters That Sell.
Mr. Werz founded and built The Guidance Channel, an education marketing and media company which he sold to a billion-dollar public company in 2004. He recently bought back the company and now acts as its Publisher. Mr. Werz is the founder of National Youth Violence Prevention Week, an education event celebrated by over a million students each year, with thousands of schools and youth organizations participating.
He currently serves as an advisor to a number of companies, including US Media Partners, Report-It.com, Ventana Fine Properties, and Consulting for Strategic Growth 1. He helps these companies with strategic planning, product development and line extensions, M & A, niche marketing, internet development and general business.