Category Archives: Business: Executives

News for Business Executives, current, trending, fresh , Press Releases about whats currently happening in the Business Place for executives.

Fast-Track Your Business Hits the Bookshelves


Author and Marketing Performance Management pioneer and expert Laura Patterson takes a new approach to business marketing in her fourth book, Fast-Track Your Business: A Customer-Centric Approach to Accelerate Market Growth (https://www.amazon.com/dp/0971008620). The new book, now available for purchase at Amazon and other leading retailers, helps readers apply the proven Circle of Traction framework used in the VisionEdge Marketing practices to help companies accelerate organic growth.

In his foreword to this beneficial book, David Altounian, the Associate Dean of Academic Programs and MBA Director at the Bill Munday School of Business at St.Edward’s University who also serves as a mentor at Austin’s Capital Factory writes, “Many books address marketing approaches in a theoretical way, which helps readers understand the basic concepts, but they leave many gaps in understanding how to execute. The Circle of Traction model provides a specific direction and questions to ask on the journey to creating a successful, profitable, and growing company.”

“Growth doesn’t just occur – it takes intent and deliberate action,” says Laura. “I wrote Fast Track Your Business to help companies have a customer-centric framework that provides a practical and systematic process for navigating and accelerating a sustainable path to organic growth.”

Advance Praise from Industry Leaders:

“Laura is the queen of marketing metrics. But with this book, Fast-Track Your Business: A Customer-Centric Approach to Accelerate Market Growth, she has stepped outside marketing to challenge all businesses to step up their game and grow, grow, grow.” – Theresa Kushner, coauthor of B2B-Data-Driven Marketing: Sources, Uses, Results

“The most certain path to success for any business is true, organic growth driven by loyal customers. Fast-Track Your Business offers a detailed game plan for building a company-wide focus on the customer. In a world where every company claims to be customer-centric, Laura Patterson’s book will help your company become one of the few that really is.” – Roger Dooley, author of Friction – The Untapped Force That Can Be Your Most Powerful Advantage

Publishing Reviews:

“Succinct explanations and applicable advice make Fast-Track Your Business a useful tool for spurring sustainable growth.” – Foreword Reviews

”… novice and veteran marketers should find the volume of use in developing corporate strategy. A longtime advocate for marketing makes a thoughtful case for its importance in all businesses.” – Kirkus Reviews

“… packed with a great deal of valuable advice and information. Students of marketing and marketing professionals would do well to lend an ear.” – BlueInk Reviews

Fast-Track Your Business, Patterson’s fourth book focused on proving and improving the value of marketing, is now available. Visit Amazon (https://www.amazon.com/dp/0971008620) to purchase your advance copy today. To hear the latest from Laura and VisionEdge Marketing you can follow #FastTrackYourBusiness, #FastTrackYourBiz, #CircleofTraction and #FastTrackYourGrowth.

ABOUT THE AUTHOR                                    

Laura Patterson began her 25+ year career in sales and had the great fortune of working across functions spanning customer relationship management and Marketing with a capital “M.” Today she is at the helm of VisionEdge Marketing (VisionEdgeMarketing.com), and is recognized as one of the pioneers and authorities in the Marketing Performance Management (MPM) discipline. The company specializes in helping companies apply data, metrics and proven best-in-class practices to improve Marketing effectiveness, deliver business impact, and enable better business decision-making.

Laura and VisionEdge Marketing are all about making Marketing an engine of growth for organizations. Martechexec selected Laura as one of the top 50 women in marketing technology. Laura is honored to be among the Top 20 Women in Business according to the Sales Lead Management Association. Engagio identified Laura among the top Marketing Operations leaders to know. Laura has served on the University of Texas McCombs School of Business Masters of Marketing Science Advisory Board.

Amazon: https://www.amazon.com/dp/0971008620

Contact: laurap@visionedgemarketing.com

LinkedIn: linkedin.com/company/1552061

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The Ritz-Carlton, Half Moon Bay Welcomes Ms. Clodagh Larkin as New Director of Meetings and Events


Clodagh Larkin

Clodagh Larkin joins The Ritz-Carlton, Half Moon Bay as Director of Meetings and Events

The Ritz-Carlton, Half Moon Bay is pleased to welcome Ms. Clodagh Larkin as the oceanfront resort’s new Director of Meeting and Events. Joining the resort from The Ritz-Carlton, Aruba, Larkin brings dynamic international experience within The Ritz-Carlton portfolio.

While serving as the Director of Meetings and Special Events from The Ritz-Carlton, Aruba, Larkin oversaw the entire event experience from all group guests, by taking an active leadership role in the meetings and special events, banquet, and audio-visual teams. Throughout her tenure, Larkin was awarded the Global Event Management (GEM) award, completed the Emerging Leadership Program (ELP), and increased the meeting planner engagement score by 7.9 percent.

Prior to her experience at The Ritz-Carlton, Aruba, Larkin served as Senior Meetings and Special Events Manager at The Ritz-Carlton, Fort Lauderdale, and was awarded “Five Star Leader of the Quarter” for the first quarter of 2013. Preceding The Ritz-Carlton, Fort Lauderdale, Larkin served as Meetings and Special Events Manager at The Ritz-Carlton, Lake Tahoe and The Ritz-Carlton, Powerscourt. At The Ritz-Carlton, Powerscourt in Dublin, Ireland, Larkin assisted with a successful hotel opening as she managed the pre-opening calendar of events, opening ceremony and employee pep rally on behalf of the Meetings and Special Events team.

With global experience, leadership accomplishments, and management roles, Larkin represents the perfect addition to the iconic Ritz-Carlton, Half Moon Bay.

High-resolution images of Ms. Larkin available HERE, and broader resort imagery can be found HERE (Credit: The Ritz-Carlton, Half Moon Bay).

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About The Ritz-Carlton, Half Moon Bay

Set atop a rugged bluff overlooking 50 miles of pristine California coastline, The Ritz-Carlton, Half Moon Bay is a 261-room spa and golf resort offering a relaxing and romantic setting. As the San Francisco Bay Area’s only oceanfront resort, the timeless estate provides guests with a relaxed yet refined experience for a romantic getaway. For more information, please contact The Ritz-Carlton, Half Moon Bay at 650-712-7000. For room reservations, contact your travel professional, visit ritzcarlton.com/HMB or call Ritz-Carlton worldwide reservations at 800-241-3333.

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Preston Automotive Group Announces David Wilson Jr. As President


“Passing the baton is bittersweet but we know David and his team will take the Group to heights we never imagined.” – Dave and Peggy Wilson

We are pleased to announce that David Wilson Jr. is promoted to President of the Preston Automotive Group. Dave and Peggy Wilson stated, “Passing the baton is bittersweet, but we know David and his team will take the Group to heights we never imagined. It’s been tremendous to watch him grow and we are excited for the team to continue their success.”

David began his automotive journey at the age of 12 assisting various departments including Vehicle Detail and Sales Departments. To further his development, he attended Northwood University where he focused on Automotive Marketing and Management to expand his ability to serve his associates and customers. During his time at Northwood, he continued his career at Preston Automotive as a Sales Manager at Preston Ford and worked his way to General Manager of Preston Hyundai. In David’s Senior year in college, he oversaw Preston Ford, Lincoln, Nissan, Mazda, Hyundai, and Denton Ford. Upon graduation, he joined the Executive team at Preston Automotive.

Over the past 10 years, David has been overseeing more of the day to day operations for the Group which has experienced unprecedented growth during that time. The Group has experienced national recognition coming off Preston Ford’s 2019 performance as the 33rd ranked volume Ford dealership out of over 3,000.

“It’s an honor to serve our communities and the associates of the Preston Automotive Group. My family taught me the value of integrity and providing a superior customer experience which has always been instilled in me. I look forward to continuing the foundation that my father and team has built,” said David Wilson Jr.

The story of Preston Automotive Group began with Preston Ford in 1975 and Dave Wilson joined as a salesperson in 1977 and transitioned to ownership at the age of 22. He grew the organization to represent Hyundai, Mazda, Chrysler, Dodge, Jeep, Ram, Nissan, Chevrolet, Lincoln, and Genesis along with a wide variety of used cars, trucks, and SUV’s. The Preston Automotive Group has been proud to serve the Eastern Shore and customers nationwide, offering the very best experience and will continue to take customer service to new heights under David and his team.

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Ranker Strengthens Executive Leadership Team With Hiring of Entertainment Data Expert David Yon


Part of our focus for 2020 is to productize our first party data offering with Ranker Insights, which is the backbone of Watchworthy, a game-changing personalized TV recommendation app that we are launching this quarter.

Ranker, known as the world’s leading publisher for fan-powered rankings on just about everything, announced the continued expansion of its all-star team with the hiring of former Rovi/TiVo and Groove Mobile VP, David Yon, as General Manager and Senior Vice President of Ranker Insights.

Yon will be the evangelist for the development of Ranker Insights and go-to-market strategies, build revenue generating partnerships, and maintain a successful pipeline around Ranker’s emerging products.

“We’re thrilled to have a superstar like David who can bring solid product management expertise as we continue to expand in both the B2B and B2C marketplace,” said Clark Benson, Founder and CEO of Ranker. “Part of our focus for 2020 is to productize our first party data offering with Ranker Insights, which is the backbone of Watchworthy, a game-changing personalized TV recommendation app that we are launching this quarter. A mobile web version is in beta now and can be found here.”

With over 20 years of experience in the B2B entertainment data industry, Yon has led technology sales and management teams to launch innovative, award-winning products and generate new revenue streams for media and entertainment companies, including Rovi/TiVo, Groove Mobile, and LiveWire.

“I’m impressed with the amount of unique data from more than one billion votes Ranker has collected over the last 10 years, and how it compliments brands and studios on what their users consume,” said David Yon. “Coming from years of entertainment data experience, I can see how Ranker Insights can fill many of the ‘blind spots’ for our customers, and I’m excited for what the future holds.”

Yon has a Master of Science (MSc) in Management from SKEMA Business School (Nice, France), and a BA in Financial Markets & Economics and a BA in Commerce from University of Economics (Nice, France).

For more information, please visit Ranker.

About Ranker

Ranker, a Top 50 site in the US, attracts more than 40 million monthly unique visitors worldwide and is the leader in fan-powered rankings on just about everything. Whatever the topic – TV, movies, video games, sports, brands, food, lifestyle – Ranker puts the vote into the hands of millions rather than a few critics to answer the questions we are most passionate about. Over 1 billion votes now power Ranker Insights, a treasure trove of psychographic correlation data that delivers personalized consumer recommendations (“if you like X, you’ll also like Y, Z”), and also audience insights to marketers, studios, and platforms seeking a deeper understanding of consumer tastes and preferences. Headquartered in Los Angeles, Ranker also has offices in Chicago and NYC.

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AffluenceIQ Announces Exploration of Strategic Alternatives


Massinvestor https://massinvestor.com/, a publisher of business Databases, has announced it is exploring Strategic Alternatives for its AffluenceIQ Wealth Database https://affluenceiq.com/.

Potential strategic targets include sale of the division, partnerships, and tie-ins.

AffluenceIQ, a database of the 2,000 wealthiest people in Massachusettts, has received considerable press in its short three-year history.

Its ‘Richest 50’ annual listing has been a key content feature, and received attention from major regional media sources:

Boston Globe https://www.bostonglobe.com/metro/2018/01/10/the-richest-people-mass-are-worth-combined-billion/AAVgvNnDcBoozGNOduAXXO/story.html

Boston Business Journal https://www.bizjournals.com/boston/news/2018/01/10/from-sheldon-adelson-to-abigail-johnson-here-are.html

Boston Magazine https://www.bostonmagazine.com/news/2018/01/10/richest-people-massachusetts-2018/

AffluenceIQ is the only Database providing intelligence on the highest net worth families in Massachusetts. Subscribers receive access to more than 2,000 profiles of individuals with a net worth of $10 million or more.

“We believe it’s time to explore alternative strategies for AffluenceIQ,” stated publisher, Mike Stern. “The database has content on high net worth individuals that cannot be found elsewhere, but we’ve gone in a different direction with our database publishing. AffluenceIQ represents a unique opportunity for the right partner.”

AffluenceIQ profiles contain:


  • Detailed biography
  • Net worth estimate
  • Stock market holdings
  • Personal residence and vacation address
  • Educational achievements
  • Nonprofit and civic engagements
  • Lifestyle, hobbies, luxury assets, etc
  • Email address, home phone, and Linkedin
  • Detailed spousal information
  • Five year salary background

“The Database has been a staple purchase for many of the region’s top wealth managers, non-profits, and providers of luxury services,” added Stern.

Interested parties can contact the publisher directly at 617-620-4606.

About AffluenceIQ

AffluenceIQ https://affluenceiq.com/ connects Wealth Managers, Nonprofits, and Luxury Marketers with Massachusetts’ wealthiest families. AffluenceIQ is the only Database providing intelligence on the highest net worth families in Massachusetts. With your one-year subscription, you’ll have unlimited access to more than 2,000 profiles of individuals with a net worth of $10 million or more.

About Massinvestor

Massinvestor https://massinvestor.com/ is a leading publisher of business Databases used by professionals in myriad industries to connect with capital and wealth. The firm’s Venture Capital and Private Equity Database profiles nearly 5,000 VC & PE firms as well as 10,000 portfolio companies. The firm’s Family Office Database https://familyofficedata.net/ profiles 550+ Single Family Offices active in Hedge Funds, Private Equity, Venture Capital, Operating Businesses, Real Estate, and Entertainment.

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Crowley’s Marine Services Group Realigned with New Leadership


News Image

We are pleased to have these three, talented individuals leading our commercial marine services. They bring a lot of experience and customer focus to each business line.

To better support the diverse needs of customers in the maritime industry, Crowley Maritime Corp. announced today that it has realigned its marine services organization and introduced new leadership.

Crowley Marine Services, part of the company’s Shipping group, will now be comprised of three distinct, yet interrelated business segments: offshore services, ship assist and tanker escort, and engineering services – those provided by Crowley and subsidiary Jensen Maritime Consultants. Jeff Andreini, Porter Sesnon and Coulston “Cole” van Gundy have been appointed to top leadership positions in each of these units respectively.

Andreini has rejoined Crowley after serving four years as the chief financial officer for Ardent Holdings, a global marine salvage business in which Crowley previously had a 50 percent ownership position. With Crowley, he now has profit and loss responsibilities for the company’s offshore division, which includes Crowley’s ocean-class tugboat and flat-deck barge fleets. This unit provides specialized cargo transportation to the offshore energy sector and the emerging U.S. offshore wind market. He will be based in Houston and report to Johan Sperling, vice president of marine services.

Sesnon is taking the lead role for the group’s ship assist and tanker escort services, which are provided in all major West Coast ports from north Puget Sound, Wash., to San Diego, Calif. Utilizing one of the most advanced fleets of ship assist and tanker escort tugs in North America, Crowley safely assists the ships through some of the tightest, most environmentally-sensitive waterways in the world. Crowley entered the ship assist business at the start of the 20th century, operating steam-powered tugs in San Francisco Bay in 1906. Sesnon, who will have profit and loss responsibilities for the division, will be based in Seattle and report to Sperling.

Within Crowley’s engineering group, van Gundy is taking the leadership role in business development to grow the company’s third-party project and construction management services, as well as engineering and design-related offerings provided by both Crowley and Seattle-based Jensen Maritime. Van Gundy will be based in Seattle and report to Jay Edgar, vice president of Jensen.

“We are pleased to have these three, talented individuals leading our commercial marine services,” said Sperling. “They bring a lot of experience and customer focus to each business line.”

“With their leadership and our business structure, we’re not only going to provide routine, daily marine services, but we’ll be able to collaborate to provide custom solutions to maritime-related challenges – whether that’s designing, building and operating vessels, installing an offshore wind farm, or towing and positioning a TLP for installation,” Sperling added.

Prior to joining Ardent, Andreini served at Crowley for 35 years beginning as a dispatcher/administration assistant in San Francisco and Long Beach for Crowley’s tug and barge services. He spent 20 years in Crowley’s Seattle office in numerous roles including director of finance for harbor services, manager of West Coast tug dispatch, and manager of business development. In 2013, Andreini relocated to Jacksonville to become the director of finance and strategic planning for the company’s solutions business unit before taking the position at Ardent. He earned a bachelor’s degree in finance and a master’s degree in business administration.

Prior to joining Crowley, Sesnon worked for five years as a corporate lawyer at K&L Gates LLP in Seattle where he represented private and public companies in a variety of transactions, including mergers and acquisitions, venture capital financing, corporate restructurings, joint ventures, and public offerings. Sesnon joined Crowley in August 2018 as a director of business development for the company’s marine services group and has been responsible for growing Crowley’s ship assist and escort services for tankers, container ships and other vessels on the U.S. West Coast.

Van Gundy joined Crowley in 2006 as an engineer supporting vessels managed from the Pacific Northwest. His first assignment was to Prudhoe Bay, Alaska, supporting Crowley’s North Slope operations, and he later began supporting harbor and ocean tugs as a chief engineer. Moving ashore, van Gundy supported both Crowley and third-party vessel repair and new construction management programs. Most recently he managed Crowley’s offshore energy business development. Van Gundy holds his project management professional credential and is a graduate from the California Maritime Academy, where he earned a bachelor’s of science degree and master of science degree in transportation and engineering management, as well as his U.S. Coast Guard engineering license.

About Crowley

Jacksonville-based Crowley Holdings Inc., a holding company of the 128-year-old Crowley Maritime Corporation, is a privately held family- and employee-owned company that provides government, marine, energy and logistics services in domestic and international markets. Crowley operates under four business units: Crowley Logistics, a logistics supply chain division that includes ocean liner services; Crowley Shipping, which encompasses ownership, operations and management of conventional and dual fuel (LNG) vessels, including tankers, container ships, multipurpose, tugboats and barges; engineering; project management; and naval architecture through its subsidiary Jensen Maritime; Crowley Fuels, a fuel transportation, distribution and sales division that also provides liquefied natural gas (LNG) and related services; and Crowley Solutions, which focuses on global government services and program management, government ship management, expeditionary logistics and government-oriented freight transportation services. Additional information about Crowley, its subsidiaries and business units may be found at http://www.crowley.com.

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Wise Public Relations and Zimmerman Strategic Communications Announce Merger to Start New and Ambitious Growth Chapter


“The merger enabled us to deliver an even greater breadth of expertise and capabilities to achieve those goals by bringing enhanced value to clients, particularly those in high-touch and highly-regulated industries such as Sports, Entertainment, Cannabis, Alcohol/Beverage and FinTech.”

Wise Public Relations, Inc. (Wise PR), the integrated marketing agency, announced today that it has joined forces with industry veteran Robert Zimmerman and his boutique consultancy, Zimmerman Strategic Communications. Zimmerman will serve as Global Managing Director and Chief of Staff, responsible for overseeing Wise staff, operations, and client relations while expanding and strengthening Wise PR’s Sports, Media, Entertainment and Crisis/Reputation Management capabilities.

Both Wise and Zimmerman possess deep experience across the Cannabis, Technology, Sports, Media, Entertainment, FinTech, Crisis, and Consumer Lifestyle industries. The successful collaboration between the two companies on a number of clients over the past several years led naturally to this merger. As part of the merger, Zimmerman brings with him his client base that includes FIA Formula E and others.

“After laying a more than 12-year foundation of persistent, organic and measured growth delivering world-class marketing communications to some of the best clients, we’ve reached an inflection point,” said Harrison Wise, Founder and President of Wise Public Relations. “We are an ambitious team with our sights set on achieving market and category leadership. The merger enabled us to deliver an even greater breadth of expertise and capabilities to achieve those goals by bringing enhanced value to clients, particularly those in high-touch and highly-regulated industries such as Sports, Entertainment, Cannabis, Alcohol/Beverage and FinTech.”

“With Robert now an integral part of our senior leadership team our collective focus will be on bringing together the best strategy, tools and processes to enable our employees to deliver peak performance across, client, business & leadership goals both now and in the future,” added Wise.

“Harrison has done a fantastic job establishing Wise PR whose entrepreneurial values, creative spirit, and commitment to achieving client goals have made the company into a leading agency in key growth sectors, first with ad/marketing technology, FinTech and now in the Cannabis vertical,” said Zimmerman. “As Wise is at a new inflection point in its growth, I look forward to further building the agency’s brand, capabilities, and talent, offering clients a full-breadth of best-in-class branding, content, experiential and other integrated marketing services that will transform their businesses for the future.”

Zimmerman, who launched his consultancy in 2012, has represented such marquis clients as FIA Formula E Racing, Tough Mudder, Omnigon, Benjamin Restaurant Group, USGA, Jeff Jenkins Productions, You On Demand, Driver Digital and ACES Inc. He is also a partner in PR, Marketing and Media Czars, the online PR and Marketing community. From 2008-2012, Zimmerman served as the Senior Vice President, Corporate Communications, PR and Public Affairs for WWE. In that role, he ran the sports entertainment giant’s global communications, public affairs, and crisis management operations, where he conceived and launched WWE’s anti-bullying initiative – “Be a S.T.A.R” – which was praised in the Congressional Record; received numerous local and state accolades, as well as recognized by PR News as one of the “Best Cause Branding Campaigns.” Prior to WWE, he held senior executive roles at leading PR agencies serving as a trusted advisor to C-level executives and has helped guide some of the world’s best-known brands, products and personalities including Howard Stern, The Wall Street Journal Weekend Edition, FOX News, Donatella and Allegra Versace, House of Blues, Jay Leno, Bacardi, HGTV, Sean “Diddy” Combs, Béla Fleck and the Flecktones, Martin Guitars, Ziff-Davis, Foxwoods Resort and Casino, Wenner Media, Michael Eisner, and Sirius XM. Zimmerman holds a BA in Communications from the University of Pennsylvania.

About Wise Public Relations, Inc.

Founded in 2007, everything Wise Public Relations, Inc. does is purpose-driven to meet the precise needs of a particular client. And, of course, to resonate with the client’s target audiences.

From brand development and content creation, to social engagement and media relations, every step in the marketing process is executed with an unwavering commitment to a guiding purpose: Why your brand exists. As all these capabilities serve as the connective tissue in the Wise ecosystem, it’s clear to see how each step in the integrated marketing communications process must be done with intent and purpose.

Wise works across the Sports, Media, Entertainment, Technology and Cannabis verticals and was recently named by the Observer for the second year in a row as one of the most powerful PR firms in Cannabis. Wise has offices in NYC and LA. For more information visit http://www.wisepublicrelations.com.

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AbstoneLalley, Inc.’s CEO Represents President Of One Of The Largest, Minority-Owned Law Firms In The U.S. In Transition To New Firm


The hiring of Steve Pugh is an important event in the history of our firm. Not only is he a prestigious attorney and leader in the legal profession, he has also successfully run one of the most notable minority-owned firms in the country.

AbstoneLalley, Inc., a national, minority-owned legal and corporate consulting firm, is proud to announce that its Chief Executive Officer, Rodney L. Abstone-Carabajal served as a trusted advisor to Stephen H. Pugh, President of Pugh, Jones & Johnson, P.C., in his transition to Burke, Warren, MacKay & Serritella, P.C. Mr. Pugh, a nationally-recognized, award-winning trial attorney and public finance lawyer, joins Burke, Warren, MacKay & Serritella as a Shareholder, effective January 16, 2020.

“It was a tremendous honor when Stephen Pugh contacted me to represent him and his firm with their transition to a new firm,” said Rodney L. Abstone-Carabajal, CEO of AbstoneLalley, Inc. “Mr. Pugh is a powerhouse Chicago lawyer and a true trailblazer. Working with him and his firm has been one of the highlights of my career.”

Since its founding in 2012, Mr. Abstone-Carabajal’s firm has developed a reputation for excellence rooted in its unwavering commitment to diversity. As demonstrated by its diverse team of consultants and inclusive work environment throughout North and South America, AbstoneLalley holds true to its mission to advance diversity and inclusion in the legal profession. For these reasons, Mr. Abstone-Carabajal and his team continue to be sought out for their particular expertise in diversity recruitment and retention and lateral partner and practice group transitions and law firm mergers.

“After more than 28 years as a significant, diverse law firm in Chicago and New York, we owe a great deal of gratitude to our clients and to our former attorneys and staff,” said Stephen H. Pugh. “We now look forward to providing outstanding legal services with the dynamic firm of Burke, Warren, MacKay & Serritella.”

Burke, Warren, MacKay & Serritella is a full service, mid-sized firm with a well-earned reputation within the Chicago business and legal communities and with capabilities and resources that extend around the globe. “Burke, Warren, MacKay & Serritella has a sincere commitment to improving the diversity landscape in law firms,” stated Abstone-Carabajal. “This is the primary reason I have very much enjoyed working with two of the firm’s Shareholders, John Stephens and Jeff Warren, on this initiative.” 

“Unlike many firms throughout Chicago that have gone the way of consolidation, Burke, Warren made the decision a number of years ago to remain an independent, mid-sized, full service firm,” said John P. Stephens, Shareholder of Burke, Warren, MacKay & Serritella. “A key component to the sustainability of our business model is the continual addition of new talent to the firm. For several years now, we have been successful in attracting attorneys who are drawn to our collegial environment, culture of accountability, and full-service platform. However, we had a breakthrough when our firm was introduced to Rodney Abstone-Carabajal and his firm, AbstoneLalley. Not only does Rodney provide top-of-the-line service and connections to first-rate attorneys, he has been instrumental in introducing Burke, Warren, for the first time, to top tier minority attorneys, which aligns with our commitment to become a more diverse firm. The hiring of Steve Pugh is an important event in the history of our firm. Not only is he a prestigious attorney and leader in the legal profession, he has also successfully run one of the most notable minority-owned firms in the country. My colleagues and I are very happy to have him onboard, and look forward to working with him to further enhance the legal services we deliver to our clients.”

For more information about AbstoneLalley, Inc., please visit the company’s website at AbstoneLalley.com.

About AbstoneLalley, Inc.

AbstoneLalley, Inc., a minority-owned legal and corporate consulting firm with offices in Chicago, Washington, D.C., New York City, San Francisco, and Buenos Aires, Argentina, provides exceptional service and expertise to deliver effective leadership solutions for their clients throughout North and South America. Their extensive knowledge in the areas of legal and corporate executive recruiting, diversity recruiting and retention, domestic and international law firm mergers and acquisitions, succession planning, and career counseling, has earned them a reputation of excellence. Their expertise enables them to maintain a sharp focus on key success factors, sound bottom-line management, and innovative quality client service in today’s highly competitive legal market. For more information, please visit AbstoneLalley.com.

Media Contact:

Sara DeNio, Managing Shareholder, (312) 602-2549, sdenio@abstonelalley.com

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Mercer Advisors Expands Executive Ranks with RIA Industry Veteran


Martine is one of the industry’s most respected leaders with first-hand experience in what it takes to build and run a wealth management firm that delivers a family office experience to its clients.

Mercer Advisors Inc. (“Mercer Advisors”), a national Registered Investment Adviser (RIA) firm, today announced the appointment of Martine Lellis, CPA, CFP® to the senior executive role of Chief Talent & Business Solutions Officer, reporting directly to Dave Welling, Mercer Advisors’ CEO.

Lellis, previously the Chief Operating Officer for well-known independent RIA, Sullivan Bruyette, Speros and Blayney (SBSB) will oversee all aspects of the firm’s human capital, as well as be responsible for strategic projects to accelerate the growth of the firm. Additionally, Lellis joins Mercer Advisors’ increasingly diverse senior leadership team.

“Martine is one of the industry’s most respected leaders with first-hand experience in what it takes to build and run a wealth management firm that delivers a family office experience to its clients,” said Dave Welling. “Her wealth management knowledge and unique skill set, combined with her industry connections and leadership abilities will further our ability to deliver an exceptional experience to our clients and expand our growth opportunities,” added Welling.

Lellis has a nearly two-decade career in the independent wealth management space, a unique accomplishment in an emerging industry. Lellis began her wealth management career at SBSB in 2002 and progressed to become the COO, overseeing a rapid period of growth for one of the industry’s most well-known and highly respected RIA firms. Lellis has advanced designations in financial services, including a CPA license and the CFP® marks, as well as having earned an MBA from Georgetown University with a BS degree in Mathematics from Duke University.

With the addition of Lellis as an executive to the firm, Mercer Advisors now has 5 senior female leaders on the Senior Management Team, including Karen Lee, Chief Marketing and Strategy Officer, recently promoted Managing Director, Laura Combs, along with Kara Duckworth, Managing Director of Client Experience, as well as Samantha Elder, Director of Human Resources. All five of the executives have joined Mercer Advisors’ executive ranks over the past two years.

The expansion of female leadership reflects on Mercer Advisors’ industry leading position as an employer of choice for female advisors and wealth management professionals. Nearly fifty percent of Mercer Advisors’ client advising teams are comprised of women with several having been appointed to leadership roles in the last two years. In 2018, Mercer Advisors launched its award-winning InvestHERs women’s initiative which focuses on becoming the wealth management firm of choice for women advisors and clients.

“Having a diverse leadership team will be critical to success in the future of wealth management, particularly as demographics change and more and more women will be in charge of their family’s financial decisions,” said Welling. “We are excited to welcome Martine to the team and look forward to continuing to attract great talent under her leadership.”

About Mercer Advisors

Established in 1985, Mercer Global Advisors, Inc. (“Mercer Advisors”) is a total wealth management firm that provides comprehensive investment management, financial planning, family office services, retirement benefits and distribution planning, estate and tax planning, asset protection expertise, and corporate trustee and trust administration services. Mercer Advisors Inc. is a parent company of Mercer Global Advisors Inc. (RIA), majority owned by both Oak Hill Capital and Genstar Capital, one of the largest Registered Investment Advisors and financial planning firms in the U.S. with over $18 billion in client assets. Headquartered in Denver, Mercer Advisors is privately held, has over 400 employees, and operates nationally nearly 50 offices across the country. For more information, visit http://www.merceradvisors.com.

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Eisenhower Fellowships Names 10 Midcareer American Leaders as 2020 USA Fellows


Eisenhower Fellowships 2020 USA Fellows

Eisenhower Fellowships 2020 USA Fellows

“These dynamic young doers join a vast network of Eisenhower Fellows who for more than six decades have used creative, collaborative solutions to address global challenges,” said Eisenhower Fellowships Chairman Robert M. Gates, former U.S. secretary of defense.

Eisenhower Fellowships has selected 10 accomplished mid-career professionals from the worlds of education, finance, the arts, and technology to travel overseas in its 2020 USA Fellowship Program.

Beginning in spring 2020, these diverse American leaders will travel independently to one or two countries overseas, broadening their horizons as they pursue individual projects that will generate lasting impact in their communities. These USA Fellows will meet with Eisenhower Fellows abroad, unlocking a lifelong connection to an influential global network of like-minded change agents.

“These dynamic young doers join a vast network of Eisenhower Fellows who for more than six decades have used creative, collaborative solutions to address global challenges,” said Eisenhower Fellowships Chairman Robert M. Gates, former U.S. secretary of defense.

From the creation of a national community of gardeners to support healthy ecosystems, to addressing the twin challenges of homelessness and public health, the 2020 Eisenhower USA Fellows will travel to countries across Europe, Asia, Africa and the South Pacific to advance real change here at home in the United States.

“In a time of growing nationalism and retrenchment in many countries, I am confident these outstanding leaders will use their time overseas to build new bridges of understanding and then bring back and apply what they learn to better their communities,” said Eisenhower Fellowships President George de Lama.

The 2020 Eisenhower USA Fellows are:

Mohamed Abdel-Kader | Washington, DC

Executive Director, Stevens Initiative, Aspen Institute

Natalia Crujeiras | Miami, FL

Executive Director of Cultural Affairs, Miami Dade College

Sandy Fernandez | New York, NY

Director, North America, MasterCard Center for Inclusive Growth

Margaret Fry | San Francisco, CA

Medical Director, Pediatric Service Line, Palo Alto Medical Foundation

Rachel Greenberger | Boston, MA

Director, Food Sol, Babson College

Christopher Gruits | Philadelphia, PA

Executive and Artistic Director, Annenberg Center for the Performing Arts

Matthew Rader | Philadelphia, PA

President, Pennsylvania Horticultural Society

Timothy Reeves| St. Louis, MO

Assistant Treasurer and Director of Investor Relations, Emerson Electric

Anita Watkins | Raleigh, NC

Director of Strategic Innovation, UNC REX/REX Health Ventures

Kuliva Wilburn | Chicago, IL

Chief Executive Officer and President, Wilburn Strategic Solutions

Now in its 66th year and named for America’s 34th president, Eisenhower Fellowships brings together innovative leaders from all fields from around the globe who tackle big challenges to better the world around them. Since 1953, more than 2,400 mid-career leaders from 115 countries have benefited from the unique, customized experience of an Eisenhower Fellowship.

Eisenhower Fellowships identifies, empowers and connects innovative leaders through a transformative fellowship experience and lifelong engagement in a global network of dynamic change agents committed to creating a world more peaceful, prosperous and just.

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