WELLFLEET PARTNERS - Key Persons
Job Titles:
- Member of the Advisory Board
Job Titles:
- Member of the Advisory Board
Job Titles:
- Member of the Advisory Board
Dr. Robin L. Smith joined NeoStem, Inc. (Amex symbol "NBS") 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 the Company 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 and investor to both publicly traded and privately held companies 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. Dr. Smith's expertise in business development and medicine, including her extensive and diversified experience serving in executive and board capacities in medical enterprises and healthcare-based entities, as well as her leadership of the Company over the past four years, give her the qualifications and skills to serve as director.
Job Titles:
- Director of Business Development
Joshua S. Lev, Director of Business Development, joined WP in mid 2011 to focus on business development, strategic portfolio opportunities and institutional client relations. He also has responsibilities in conducting due diligence, and offering advisory services for perspective portfolio companies.
Prior to joining Wellfleet, Mr. Lev worked at HSBC for over 4 years in a variety of roles within Personal Financial Services. He joined the bank as a Retail Management Trainee, completed the Group Graduate Development Program in England, and served as a Business Analyst and Planning & Analysis Manager. Most recently, Mr. Lev was AVP of Product and Pricing Strategy for the Retail Bank. Mr. Lev is a former registered representative having previously held Series 6, 7, 79, 63, and 24 Securities licenses.
Mr. Lev graduated from the Sy Syms School of Business at Yeshiva University with a BS in Business & Management and a minor concentration in International Business. Mr. Lev also holds an Associate Degree in Religious Studies and is involved in various non-profit organizations.
Mark I. Lev, Esq., 55, Chairman & CEO, is the Founder of Wellfleet Partners, Inc. (Wellfleet). He began his Wall Street career after graduating law school at Emanuel & Co. in 1984 as its Corporate Counsel and then, over the course of four years, the Director of Investment Banking. He then founded and served as the Chief Executive Officer, and Chairman of Global Capital Group, Inc. and Global Capital Securities, Inc., a publicly traded investment and merchant banking brokerage firm. Upon the sale of his interest, he then founded and served as the Chairman and Chief Executive Officer of First Asset Management Inc. ("FAM"), a full service investment and merchant banking brokerage firm until September, 1998. FAM, since its inception in 1990, participated as the Managing, Co or Underwriter in over 100 public offerings and as the Exclusive or Participating Placement Agent in over 200 Private Placements and/or Bridge Loans, had over 500 Registered Representatives, 9 branch offices across the country and did over $1B in business. Mr. Lev, in conjunction with FAMs corporate finance department, assisted in the coordination of the aforementioned investment banking activities. In early 1998, he founded Wellfleet. Mr. Lev was formally associated with M.S. Farrell & Company, Inc., pursuant to a Definitive Purchase Agreement in September, 1998 in which MSF acquired substantially all the assets of FAM for various considerations. Since June 2012 till February 2014, Mr. Lev had been registered with American Capital Partners, L.L.C. (ACP), a 12-year-old full service in dependent securities and brokerage firm located in New York, NY with a clearing agreement with RBC Correspondent Services, a division of RBC Capital Markets Corp. He is now focused on Aracle Capital, a fund created with his son Joshua to invest directly in emerging growth, publically traded national or internationally based companies as well as continuing to manage Wellfleet. To date, Aracle has invested in a half dozen public companies in its first year of formation. Prior to beginning his career on Wall Street, Mr. Lev practiced law at a New York based Law Firm and interned as a law and legislative clerk at the State Capital in Albany, New York for the former Speaker of the House, Assemblyman Sheldon Silver. He is a graduate of Queens College of the City University of New York and Boston University School of Law, is admitted to practice law in New York. He has held a Series 7, 24 and 63 Securities Licenses, and serves on the Board of Directors of various non-profit, local and international organizations, and through the years, public and private companies as well.
Job Titles:
- Executive
- Member of the Advisory Board
Mr. Aaron Dobrinsky is an entrepreneurial executive with over 25 years of experience in technology, financing and operating management specializing in the technology, mobile internet, software, telecomm, wireless and service industries. He is an executive with extensive board experience in both public and private companies , most recently as CEO of Wave2Wave Communications, a privately held telecommunications company. Since January 2006, Mr. Dobrinsky has served as president of DMI, a management consulting and advisory firm providing strategic, operational and financial guidance to startup and mid-stage companies. Mr. Dobrinsky served as interim-chief executive officer of KSR, an online national specialty supermarket from June 2009 through September 2010. Mr. Dobrinsky co-founded GoAmerica (now Purple Communications (NASDAQ: PRPL) in 1996, and from 1996 to June 2008, he served as the chairman of its board of directors. He served as president of GoAmerica until November 2000 and chief executive officer until January 2003. Mr. Dobrinsky served as chairman of the board of directors of Purple Communications from 2003 through 2009 and rejoined the board of directors in March 2010 as a director. He also serves as a strategic advisor to the board of directors of Purple Communications. Mr. Dobrinsky was an executive member of the board of directors of RoomLinX, Inc.(Nasdaq: RMLX), a provider of wireless broadband solutions to hotels and conference centers, from June 2004 through November 2006, where he served as chief executive officer from June 2004 through November 2005. Mr. Dobrinsky has served as a board advisor and board member for several private companies and non-profit organizations. Mr. Dobrinsky received his BA in Economics and Finance from Yeshiva University and he attended New York University School of Business where he studied Marketing and Finance.
Job Titles:
- Member of the Advisory Board
Mr. Arthur Luxenberg, Esq. is a Managing Partner at the personal injury law firm of Weitz & Luxenberg. Mr. Luxenberg manages the firm's business and financial affairs, and supervises the team of lawyers responsible for thousands of lawsuits. Mr. Luxenberg is also the administrator of the firm's mass tort settlements, devising claims and communications procedures. Mr. Luxenberg is involved in all of the firm's significant individual actions.
Mr. Luxenberg's firm is especially recognized for their high profile asbestos cases, and representation of the estate of the late tennis great Vitas Geralaitis in connection with a wrongful death claim arising out of Mr. Geralaitis' untimely death due to carbon monoxide poisoning.
Mr. Luxenberg serves on the Committee on Professional and Judicial Ethics for the New York City Bar Association and is on the Board of Governors of the Jewish Lawyers Guild. Mr. Luxenberg also serves on behalf of other numerous charitable and public service associations, such as the Children's Medical Fund (trustee), Juvenile Diabetes Foundation, Leukemia Society of America and the United States Holocaust Memorial (board member).
Job Titles:
- Member of the Advisory Board
- Principal of the Business Consulting Group of ROTHSTEIN KASS
Seymour G. Siegel is a principal of the business consulting group of ROTHSTEIN KASS, a 50 year old national firm of CPAs and consultants with approximately 1,000 members and offices in 9 cities in the United States. Previously he was a co-founder of Siegel Rich Inc., a company that provided advisory services to business primarily in mergers and acquisitions, succession planning, strategic alliances and finance sourcing. Prior to that he was a Senior Partner of Weiser LLP, a large regional firm of accountants and consultants with international affiliates. Mr. Siegel is a professional member of the American Institutes of CPAs, the NY State Society of CPAs, The National Association of Corporate Directors and is a Member of the Board of Directors of numerous public and not for profit institutions.
Job Titles:
- Member of the Advisory Board