Meet Our Advisors
Every one of our advisors brings unique experiences and knowledge. They are all ready to help your business thrive.
Kurt Jordan
Request Kurt Jordan
- Business Purchases
- Turnarounds
- Consultancies
- Business & Personal Tax Questions
- Staffing Strategies & Issue Resolution
- Customer Proposal & Contract Development
- General Business Planning & Strategy
I am a results-driven executive with extensive experience in startup leadership, business/IT strategy and financial management. I have a proven track record of driving growth and advising high-impact ventures. I have 20+ years in IT strategy and strategy consulting, including roles at Big-4 firms and Booz Allen. I hold an MBA in Finance & Accounting from Columbia. I have extensive experience using AI for strategic decision making. I am passionate about mentoring entrepreneurs and scaling businesses.
Norman Sherman
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- Marketing
- Advertising
- Branding
- Business Development
- Strategy
- Recruitment for Growing Businesses
My background includes running the New York office of a top global advertising agency and leading international assignments for well-known consumer brands. Later, as a partner in an executive search firm, I gained deep insight into leadership, hiring, and the fast-changing marketing landscape. I enjoy helping entrepreneurs apply proven marketing and business principles to build strong, successful companies.
Sandy Eames
Request Sandy Eames
- Business Plans
- Startup Assistance
- Marketing
- Public Relations & Sales Operations
- Strategy & Planning
Marketing and business development executive and consultant to small-to-large medical electronics companies; active volunteer with non-profits. Expert in business model development, business plans, outbound marketing, product development, strategic alliances, and non-profits.
Jerry Weinstein
Request Jerry Weinstein
- Business Plans
- Strategy
- Organizational Development
- Manufacturing
- Leadership
I have experience across a variety of industries, including plastics, chemicals, building materials, plastics processing, consumer packaged goods for food products, distribution of specialized products, and some consumer-facing roles within these sectors.
Carol Teten
Request Carol Teten
- Building Non-Profits From Scratch
- Advising Artists On How to Build a Passion into a Business
I created and built a unique nonprofit professional dance company which was sponsored by Columbia Artists and toured nationally. I also created a for-profit video company, as an education tool for Dance History, which was sold to colleges and libraries throughout the US.
Lee Simonson
Request Lee Simonson
- Business Start-Up
- Business Management
- Marketing Strategy
- Customer Acquisition Strategy
- Closing B2B Sales
I spent 46 years in business across sales, management, and ownership, and during that time I started three businesses. In my 12-plus years as a small business mentor, I have counseled clients on the process of starting a business, B2B prospecting, and closing sales. I bring hands-on insight into the entire sales cycle, from warming up cold leads to deal closure.
Sue Shapiro
Request Sue Shapiro
- Strategic Negotiations
- Sales Leadership
- Marketing Strategy
- Public Relations
- Event Planning
- Small Business Mentorship
I am a seasoned business leader and entrepreneur with a career defined by building value through strategic partnerships, marketing excellence, and hands-on leadership. A pivotal highlight of my career was serving as President of a North American travel consortium representing more than 2,000 travel agencies across the United States and Canada. In this role, I successfully negotiated preferred agreements with major airlines, cruise lines, hotel groups, and tour operators, securing enhanced pricing, amenities, and added value for the clients of member agencies. I was also responsible for the consortium’s sales strategy, marketing initiatives, public relations, and large-scale event planning, ensuring strong brand visibility, member engagement, and sustained growth.
For the past 12 years, I have focused on mentoring entrepreneurs who are starting or scaling small businesses across a wide range of industries. Drawing on real-world experience, I help business owners clarify their value proposition, strengthen operations, and develop practical strategies for growth. Known for my clarity, insight, and results-oriented approach, I bring both big-picture thinking and actionable guidance to every client I support.
Robert Serabin
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- Sales Management
- Market Research
- Direct Sales
- Data Analysis
- Engineering
- New Product Development
I have held sales, marketing, and general management positions, building a successful track record in operations, project management, problem-solving, planning, communications, and leadership to maximize sales and profits. My experience spans aerospace, industrial, commercial, nonprofit, and institutional sectors, and includes fasteners, chemicals, off-road equipment, servos, actuators, temperature controls, and electrical distribution hardware, as well as enterprise software, statistical process control, and quality assurance audits.
Barbara Hayes
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- Brand Strategy & Positioning
- Marketing Strategy
- Product Development
- Communications & PR
- Creative Leadership
As a seasoned specialist, I have led brand strategy, product development, and marketing to invent and reinvent clinical skincare, medical devices, home design, sports apparel, and specialty retailing. With national and international experience, I am a free-thinking strategist who turns concepts into market-ready solutions and crafts the link between strategy and practical tactics, aligning all brand assets with a distinct intention: to build a competitive edge, stand out in crowded markets, and turn customers into long-term brand loyalists. My guidance is straightforward, purposeful, fully functional, and without fail built on viewing the brand through the lens of the customer.
Richard Carey
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- Digital Media
- Digital Marketing
- Website Design & Development
- Go-to-Market Strategy
- Film & Television Production
- Educational Technology
- E-commerce
- Serious Games
I am the founder and Managing Director of RCDM Studio, a boutique digital agency, and have worked on the leading edge of brand, website, and mobile app design, e-commerce and educational systems, and games and simulations for more than two decades. My experience spans disciplines, media, and industries, with recent projects including brand, web, and mobile design, digital marketing, e-commerce, and membership systems. Prior to establishing RCDM Studio in 2006, I served as Vice President of Technology for Second Avenue Learning, Director of Educational Technology Product Development for Pearson Education, Director of Emerging Technology Research and Development for Scholastic’s Internet and Software group, and Program Manager of Scholastic Book Club’s premier e-commerce initiative, which delivered 25 percent year-over-year growth for the division.
Earlier in my career, I produced and directed entertainment and corporate media for ABC, CBS, HBO Max, Showtime, Universal Pay TV, Paramount, Disney, Dow Jones, Pepsi, Pfizer, RCA Records, and WGBH Public Television. I live in Brooklyn, New York, and recharge in my off hours by sailing, skiing, cycling, and dancing.
Maurice Bretzfield
Request Maurice Bretzfield
- AI Strategy & Organizational Transformation
- First-Principles Thinking & Systems Design
- Human–Machine Collaboration & Agentic AI
- Executive Decision-Making Under Technological Change
- Translating Strategy Into Operating Models & Workflows
- Building & Scaling AI Advisory and Consulting Practices
- Thought Leadership, Publishing & Intellectual Positioning
I am an AI strategy advisor, author, and mentor who works with executives, founders, consultants, and knowledge professionals facing structural change driven by artificial intelligence. My mentoring begins with first principles, helping leaders clarify how value is created, where judgment truly matters, and which assumptions no longer hold as AI becomes embedded in everyday decision-making. I focus on using AI as leverage rather than substitution, designing agent-based systems as force multipliers, aligning human responsibility with machine capability, and ensuring that technology adoption strengthens trust, accountability, and organizational coherence rather than eroding it. My work helps mentees move beyond experimentation toward durable operating models that can scale without collapsing under complexity.
My background spans advisory work, long-form strategic writing, and education. Across engagements, I emphasize clarity over speed, simplicity earned through discipline, and innovation grounded in human reality. I mentor with the long view in mind, helping individuals and organizations design systems, practices, and careers that remain coherent not just today, but well into the future.
Bruce Berger
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- Accounting & Finance
- Bookkeeping
- Budgeting
- Business Plan
- Cash Flow
- Management & Operations
- Software & Applications
- Technology
I am a CPA with corporate experience as a CFO/CIO for an industrial wholesale distributor and national retail bookseller. I organized a computer systems consulting practice in 1987, serving manufacturers, wholesalers, and retail operations. I hold a BS in Accounting from NYU Stern.
Jack Cohn
Request Jack Cohn
- Film Platforms & Video Production
- Business Plans & Sales Strategies
- Marketing Strategy
- Competitive Analysis & Sales Tactics
- Digital Marketing & AI Integration
- Overseas Financial Management for Productions
I started a film production company as a director in New York in 1982, driven by a shared vision of creating compelling visual content. Within two years, we expanded by adding directors one at a time, each bringing unique skills that enhanced our offerings, and later opened an office in Los Angeles. I led sales initiatives and market strategy, fostering strong relationships with a diverse client base and top agencies. These relationships elevated the company’s profile and demonstrated its ability to handle high-stakes projects. At its peak, we staffed five directors, and I oversaw sales, marketing, and all client relationships. The company operated successfully for 20 years, providing invaluable experience across both the creative and business sides of the entertainment industry in New York and Los Angeles.
Karen Gershowitz
Request Karen Gershowitz
- Marketing Strategy
- Marketing Research
- Developing & Growing a Consultancy
- Business Communications
- Client Relations
- Getting a Book Published
I am an independent marketing strategy and communications consultant with 40+ years of experience advising U.S. and international clients on marketing research, new product development, service quality, and complex business problem solving. My work spans Fortune 500 financial institutions, technology companies, global service organizations, and not-for-profits in the arts, housing, and environmental sectors. I have led major domestic and international engagements, facilitating strategic planning, consensus building, and the development of effective communications and business plans.
Evan Sarzin
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- Forming & Shaping a Business
- Forming & Managing Partnerships
- Growing a Consultancy
- Business Communications
- Strategic & Tactical Planning to Address Legal Issues
- Problem-Solving
I am a practicing lawyer, most engaged in problem-solving, process, and critical thinking. I balance providing information with guiding clients through checklists and, when appropriate, testing assumptions by “kicking the tires.” I have practiced in a diverse range of corporate, commercial, and civil litigation work, bringing deep knowledge of the law and the legal system. Over nearly fifty years in the profession, I have worked in large and small firms, as well as in solo practice. During that time, I have published several books, operated a publishing company, and maintained an online column addressing law, politics, and culture.
Donald Gottheimer
Request Donald Gottheimer
- Business Plans
- Business Development
- Management & Operations
- Wholesale
- Retail
I am a generalist with 50+ years experience who can help you with diverse areas of starting and growing your business. I founded my own business in the cosmetics industry while still in college, and grew it into a successful wholesale and retail operation over the course of my career. I managed and operated 10-15 fragrance and beauty care product retail stores, as well as a robust national/international wholesale fragrance business. I also spent over a decade serving in leadership positions at the NYC Chapter of SCORE, a nonprofit partnered with the U.S. Small Business Administration (SBA), including two years as Chapter Chair. I was recognized nationally for outstanding leadership.
Norma Birnbaum
Request Norma Birnbaum
- Brand Strategy
- Messaging
- Building Consultancies
- Marketing Research
- Workshops
- Presentations
I am a highly experienced brand strategist who can help you uncover what will meaningfully differentiate your product or service from your most important competitors. In addition, I can provide guidance on messaging, branding, marketing plans, workshop design, research design and stakeholder interviews. My portfolio has included both new and established products/services in the commercial and non-profit worlds.