Executive
Committee
Our People
Delanea is an accomplished Senior Executive and Thought Leader with 25 years of success across the financial services and health & wellness industries. Her broad areas of expertise include market research, innovation, IO psychology, and management consulting for established companies as well as Start Up ventures.
Delanea is the co-founder and CEO of Cloud9 Online, a Hartford-based medical grade meditation tech company that licenses “MediGrade” meditations to organizations who wish to offer a mindfulness solution to their constituents. In this role, Delanea expresses her passion for innovating and scaling a 2,000 year old technology: meditation!
Delanea is also the co-founder and advisor to Experience Design International, a management consultancy that operates in 20 countries in 12 languages.
Previously, Delanea was a Vice President at Travelers Insurance Company where she co-founded their enterprise-wide market research department. In this leadership role, she conducted extensive research for more than twenty lines of business, acquiring a deep expertise in property & casualty insurance, customer experience, digital strategy and international expansion strategy.
Delanea has spoken at several national conferences for the Market Research Association, JD Power & Associates, the Independent Insurance Agents & Brokers Association and others. She is a published author of Rune Reading Your Life: A Toolkit for Insight, Intuition and Clarity, a personal growth book published by North Atlantic Books & Penguin Random House. Delanea has also published over thirty business psychology articles as a featured LinkedIn author.
Delanea holds a Bachelor of Arts in Political Science and Communication Science, as well as a Master of Arts in Market Research Methods from the University of Connecticut. She also holds a Generalist Certificate in Industrial and Organizational Psychology from the Chicago School of Professional Psychology.
Co-Founder & CEO - Cloud 9 Online
With an extensive global network and expertise of over 20 years in the sector, Noah is a trusted adviser on leadership. Representing the most responsive dedicated Life Science retained firm in North America. Our expertise and connections around the globe bring clients the world's best talent. He is committed to delivering outstanding leadership to Life Science, Medtech, TechBio, Diagnostics, Digital Health, AI/ML, and the Precision Medicine industry globally to impact scientific and medical progress significantly. His industry-leading reputation in executive search is founded on Integrity, deep sector knowledge, creative thinking, exceptional advanced research capabilities, and the best process-oriented relationships.
Managing Director - Chase Search Group
Jamie helps entrepreneurs and business owners find growth capital to propel their business to achieve higher revenue, grow their profits and increase their valuation. He uses a consultative approach to problems, looking for answers within groups of experts, and incorporating ideas from all impacted parties to find optimal solutions. Decisive, approachable, knowledgeable and fair are all attributes his clients assign to him.
Partner - Middlemarch Partners
Mr. Bell is a serial entrepreneur with more than 12 years of experience in building and leading technology startups. He has founded and funded eight startups, all of which have built cutting edge technologies. He is currently the Founder and CEO of Vertex Labs, a custom Artificial Intelligence solutions provider which specializes in Machine Learning, Deep Learning and Automation. Mr. Bell is an expert in building teams and strategies to solve complex and impactful problems. His experience in business strategy, marketing, operations, and sales have lead to successful partnerships with industry and academic leaders.In addition to his role at Vertex, Tom serves as a board member and adviser to several Philadelphia-based companies as well as non-profit organizations such as Dream2Career and Big Brothers Big Sisters. Mr. Bell holds a BS in Business Administration and Entrepreneurship from the Lebow School of Business at Drexel University.
CEO - Vertex Labs
Charles Andres, Ph.D., RAC, is a shareholder in the Washington, D.C., office of Greenberg Traurig. He focuses on patent prosecution, strategic patent counseling, IP due diligence, drug and medical device FDA regulatory counseling, invalidity and non-infringement opinions, life-cycle management, Supreme Court and Federal Circuit amicus briefs, and related business matters. His achievements include:
Obtained patents and built patent portfolios which have sold for a cumulative total of approximately $4 billion.
Drafted and prosecuted patents covering three FDA approved drugs.
Orange Book listed multiple patents.
Had Orange Book patents asserted against a generic pharmaceutical manufacturer.
Filed multiple applications for patent term extension.
Defended a generic pharmaceutical manufacturer in an Actavis reverse payment inquiry at the Federal Trade Commission.
Represented a client at a U.S. Senate HELP Committee full hearing on electronic health records.
Authored and reviewed numerous freedom-to-operate, invalidity, and non-infringement opinions, including opinions supporting Paragraph IV certification for ANDA filers under the Hatch-Waxman Act.
Advised companies on the use of post-grant U.S. Patent and Trademark Office proceedings to achieve IP goals.
Counseled companies on a broad spectrum of FDA related matters including: medical devices, laboratory developed tests (LDTs), dietary supplements, pharmaceuticals, biologics, off-label promotion, DESI drugs, combination drugs, combination drug and device submissions, rare disease vouchers, clinical trial primary and secondary endpoints, expedited approval pathways, FDA regulatory exclusivities, and labeling claims.
Charlie spent a decade as a medicinal chemist and early-phase project co-chair at Bristol-Myers Squibb Company, where he won a Presidential Award, among other accolades. He holds Regulatory Affairs Certification (RAC) from the Regulatory Affairs Professionals Society.
Shareholder - Greenberg Traurig
Bryan Pham is a Vice President in the Family Office and Alternative Investments space. He utilizes his vast network of family offices, RIAs, alternative asset managers, UHNWI's, C-Level Executives, entrepreneurs and COI’s to build meaningful lasting relationships, raise capital, source deal flow, create partnerships and add value in various capacities.
Bryan is a first-generation immigrant with a passion for helping others achieve multi-generational wealth and financial literacy in underserved communities.
Bryan has 12+ years of experience in financial services, specializing in alternative investments and wealth management. Most recently, he was Vice President at private equity firms focusing on payment processing and lower middle market businesses. Prior to that, Bryan was an Investment Associate at an alternative investments platform where he gained a wealth of knowledge in alternative investments and the RIA channel. Bryan started his career as a Wealth Management Associate at JP Morgan Securities in Philadelphia and an Analyst at JP Morgan, in New York City and Newark, Delaware. He passed level 1 of the CFA program and currently holds FINRA Series 7 and 66 licenses. Bryan attended the LeBow College of Business at Drexel University, where he graduated with a Bachelor of Science in Business Administration with a dual concentration in Finance and Marketing.
Vice President - Portage Partners & 10 East
Bruce is the founder of Meyers Investments Family LP. Bruce has participated in the successful completion of a broad spectrum of equity and debt transactions, both public and private. His main concentration is pursuing and developing cutting-edge start-up and emerging growth companies in the biotechnology and technology sectors and providing these companies with a combination of high quality financial and managerial services.
Bruce has served as the general partner of his own investment banking firm for the past twenty years. He was on the Board of the Chemotherapy Foundation and advises several public and private companies. He received his Bachelor of Arts in Accounting from SUNY at Buffalo, and spent several years working in public accounting.
Chairman - Meyers Investments Family LP
Andy is a senior investment management professional with a long career of performance, growth, innovation and adaptability. His focus has been: Economic, securities (public and private), across most asset classes and global knowledge. He's had 37 years with buyside investment experience entirely in portfolio control positions. He is a global investor with a global client base.
Hedge Funds: CIO for State Street Global Advisors Fund of Hedge Funds for 14 years. Over 13 awards for best risk adjusted performance. In charge of due diligence as well. ERISA manager. 8 years running the U.S. hedge fund for Swiss group Controlfida.
VC: Led a VC fund for 7 years. 16 Co., 7 boards, over 100 cos. due diligence. Signature deal in semiconductor-equipment but invested in, med devices, biotech, hardware tech, logistics and information.
Trading: 8 Years running hedge fund with some VC. 5 years commodity trading. Former 15 yr. holder of Finra 7 & 24 lic., fluent in compliance and legal.
Chief Investment Officer and President - Five Oceans Group
LEE KALT is an exclusive artist on the prestigious Subliminal Record label. Lee was hand picked by Erick Morillo to be one of the driving forces behind Subliminal Records and featured on ever Subliminal Sessions Album since 2008. Lee is also the owner and founder of House Music TV.
Hedge Funds: CIO for State Street Global Advisors Fund of Hedge Funds for 14 years. Over 13 awards for best risk adjusted performance. In charge of due diligence as well. ERISA manager. 8 years running the U.S. hedge fund for Swiss group Controlfida.
VC: Led a VC fund for 7 years. 16 Co., 7 boards, over 100 cos. due diligence. Signature deal in semiconductor-equipment but invested in, med devices, biotech, hardware tech, logistics and information.
Trading: 8 Years running hedge fund with some VC. 5 years commodity trading. Former 15 yr. holder of Finra 7 & 24 lic., fluent in compliance and legal.
DJ/PRODUCER - SUBLIMINAL RECORDs
Mr. Adler is one of the world’s foremost authorities on corporate social responsibility. In addition, Mr. Adler has closed approximately 1,000 deals with leading corporations, so his skills surpass cause and CSR. He has been involved in licensing for the Olympics, world events, and travel and tourism representing tourist boards, airlines, and giant corporations in the tourism industry. For over twenty years, he has led his clients, including Pepsi, Proctor & Gamble, American Heart Association, American Cancer Society, Susan G Komen, Johnson & Johnson and many more, to capitalize on opportunities for non-profits and Fortune 500 companies to work together to achieve their mutual goals by motivating consumers and businesses to support collaborative programs, projects and promotions. Mr. Adler has worked with all the major pharmaceuticals and technology companies.
Chief Imagineer - Charity Brands
Rick is a highly skilled and accomplished Medical Physician and Healthcare Executive. He has served in C-level, consulting and executive positions within diverse industries including major hospitals, multi-physician practices, urgent care, insurance companies, health systems, and more. Rick’s primary mission has been the positioning of institutions to achieve a competitive and profitable position within a rapidly changing environment.
RSM works within the medical community to help physicians achieve a competitive and profitable position within their evolving practice Founded by a highly skilled and accomplished Medical Doctor with the diverse background to build businesses within the medical industries including major hospitals, multi-physician practices, urgent care, insurance companies and healthcare providers. Rick's experience includes detailed organizational diagnoses to compare performance versus goals and to identify risks and opportunities. He partners with clinical teams and relevant stakeholders to employ strategies including restructures, lean operations, process improvements, marketing and branding, technology enhancements, internal controls, cost efficiencies, identification of new revenue streams, and the use of goal setting/Key Performance Indicators (KPIs) and real-time data collection/analysis. He collaborates with team members on improving quality care and patient outcomes, resulting in patients’ loyalty and a growing referral network.
His accomplishments are many and include an increase in the accuracy of diagnostic services by 60%-65%, decreased emergency room waiting times by 45%, new multi-million dollar revenue streams, a reimbursement increase of 30%-35%, and much more. Rick has also been an Associate Clinical Professor with New York University School of Medicine. He earned his Doctor of Medicine at S.U.N.Y., Albany and his Master of Business Administration at the University of Tennessee. In addition, he is a Six Sigma Black Belt and Certified Physician Executive (CPE).
Chief Medical Officer
Mr. Bergen is a Co-founder and Managing Partner of BG Partners, LLC, a private capital raising affiliate with the Stonehaven, LLC broker/dealer platform. BG Partners specializes in raising capital in the private niche alternative investment space. Mr. Bergen has over 30 years experience in the capital markets.
Mr. Bergen's philanthropic efforts began in 1995 as a volunteer for The Boys’ Club of New York which led to him becoming a Board Member of the Harriman Clubhouse. Mr. Bergen has also held various alumni leadership roles with The Fred Gunn School (formerly The Gunnery) in Washington, Ct., and remains actively engaged.
Mr. Bergen lives in Stamford, Ct., and is an avid golfer.
Managing Partner - BG Partners
Stephanie Oestreich is Chief Business Officer at Galecto and serves on the boards of the German American Business Council in Boston, the French American Chamber of Commerce of New England and the Harvard Kennedy School’s Women’s Network. She is also on the faculty of MIT, a member of the Launchpad Venture Group, an advisor at grIP Venture Studio and with the drug development and investment company OrangeGrove Bio and a member of the W20 Entrepreneurship task force, the official engagement group of the G20. Previously she was Vice President at cell therapy company Mnemo Therapeutics heading up operations and alliance management in the US and in Paris, a Venture Partner at RA Capital and Executive Vice President at Evotec where she built its North American investment arm and started an incubator with Samsara BioCapital. She also worked as International Business Leader at F. Roche Hoffmann-La Roche Ltd., and for Novartis in Business Development and in Commercial in different geographies and therapeutic areas where she built teams and successfully launched 6 drugs in immunology and oncology. Stephanie conducted the research for her Ph.D. in biochemistry in the lab of a Nobel Prize winner at Harvard Medical School and obtained an MPA from the Harvard Kennedy School. As a semi-professional violinist, she performs with Philharmonic orchestras in Carnegie Hall and other international venues and conducts workshops with live orchestras, demonstrating the similarities between teams and leadership in music and management.
Chief Business Officer - Galecto
I'm a connector, it's in my DNA. To cure disease, we have to work together because when we do, we can move mountains. I'm passionate about bringing people together to make a difference in our world.
I build ecosystems, and new company formation partnering with entrepreneurs, executives, and investors. I advise on funding strategy, and business development, build Advisory Boards and executive teams, relationship management, and support startups by making introductions in my network. My ecosystem is based on the relationships I’ve nurtured for 24 years working in life sciences. I focus on the human side of starting and growing companies leveraging my network to help lift startups up.
My experience as a recruiter, I understand the importance of how each person contributes to a company's success. When you have the right people collaborating it’s solving a puzzle. The most important piece is knowing the right people. Startups lack these connections; this is the people problem I solve.
As a consultant, I work with executives on fundraising strategy, new company formation business growth, strategic partnering, hiring, and organizational development building Advisory Boards and executive teams. I help with relationship and alliance management.
I am passionate about helping find a cure for cancer. Some of my favorite areas to work in are cell & gene therapy, immunology, genomics, AI/ML, behavioral health, neuroscience, infectious disease therapeutics and vaccines, diagnostics, and synthetic biology.
Previously, a partner at Heritage Partners and the Life Sciences Practice Leader for a national retained executive search firm. I’ve held positions in marketing, alliance management, chief of staff, and corporate and business development. My experience spans pre-clinical to commercial, seed stage, private, and public companies.
Chief of Staff - NKILT
Dr. Yan Leyfman has been recognized as one of the top international researchers in oncology by the American Society of Hematology and American Society of Clinical Oncology (ASCO). He has contributed to the development of several anti-cancer therapies that have recently entered clinical trials and new treatment recommendations of care. He was trained in CAR T cell therapy at Memorial Sloan Kettering Cancer Center, where he contributed to the development of the CRISPR-CAS9 gene targeting platform for next generation CAR T cells that is currently in clinical trials. His successes have been recognized by the Goldwater Research Foundation, Sigma Xi, New York Times, and Harvard Medical School. During the COVID-19 pandemic, he was recruited to join the Global COVID-19 Taskforce to serve as Director of the Immunology Division, which produced one of the first mechanisms for SARS-CoV-2 and COVI-Flu along with therapeutic interventions for both. In June 2021, Dr. Leyfman presented the first mechanism to explain the interplay between cancer and COVID-19 at the 2021 ASCO Annual Meeting, which was recently published in BMC’s Journal of Hematology & Oncology. His work has been published as the cover article in the journal, Shock, and in the textbook, Insights on a Post-COVID World. Over the past year, Yan was recognized as the 2020 iCHEM Emerging International Scholar in Immunology & Immunotherapy, 2020 New York State & City Manhattan Hero for his community service and research contributions during the COVID-19 pandemic and by Memorial Sloan Kettering Cancer Center for research excellence. Dr. Leyfman was recognized as a 2021 & 2022 Hero in Healthcare for research contributions to cancer & COVID-19 at the Lymphoma, Leukemia & Myeloma Congress and amongst the top 6 early career scientists for 2022 in recognition of his contributions to cell and immunotherapy with a 2023 Phacilitate Advanced Therapies Young Scientist Award. In June 2023, Dr. Leyfman was recognized as a 40 Under 40 Emerging Leader in Cancer during the 2023 ASCO Annual Meeting.