Experience39+ Years
LevelLeadership
Executive Overview
Principal, Board Member, and leader of the Family Enterprises and Owner-Led Business Practice at CFAR—a management consulting and executive coaching firm with offices in Boston and Philadelphia. I thrive on helping family and owner-led businesses carve successful growth strategies, manage change and transition, institute proper governance, and create value across generations of employees and shareholders. In addition, sixth-generation owner and former CEO of 185 years-young Ensign-Bickford Industries, Inc.
Career Timeline
- Northeastern UniversityCurrent2018–Present· 8 yrs 10 mos
- Adjunct Professor, AcademicCurrent2018–Present
- The Lee CompanyCurrentFeb 2017–Present· 9 yrs 9 mos
- Member, Board of DirectorsCurrentFeb 2017–Present
- 2017–Present· 9 yrs 10 mos
- Principal, Board Member and Market Leader for Owner-led Business practiceCurrent2019–Present
- Senior Consultant2017–Dec 2018
- Axiam, Inc.CurrentOct 2015–Present· 11 yrs 1 mo
- Member, Board of DirectorsCurrentOct 2015–Present
- Apr 2000–Present· 26 yrs 7 mos
- Member, Board of DirectorsCurrentApr 2000–Present
- Chief Executive Officer2008–Dec 2014
- Sep 2017–Jun 2021· 3 yrs 9 mos
- Lead Director, Information TechnologySep 2017–Jun 2021
- May 2015–2017· 1 yr 8 mos
- Partner and Family Business Practice LeaderMay 2015–2017
- 1994–2006· 12 yrs
- Various Strategy, Finance and Operations Roles1994–2006
- 1987–1992· 5 yrs
- Commercial Lending and Loan Administration1987–1992
Education
MBA
Finance, Strategy and International Business
Northwestern University - Kellogg School of ManagementB.A.
East Asian Studies
Yale UniversityExecutive Relationship Map
Reports To
Caleb White
Vice Chair & President
Chief Financial Officer
Chief Technology Officer
Chief Operating Officer
Skills & Expertise
Exit StrategiesChange ManagementCorporate GovernanceProduct DevelopmentNew Business DevelopmentFinancial ModelingBusiness Process ImprovementMergers & AcquisitionsFinanceManagement ConsultingStrategyStrategic PlanningStrategic PartnershipsBusiness StrategySuccession PlanningStart-upsProcess ImprovementMergersOperations ManagementEmployee Engagement