Steve Buckley is a senior audit partner with almost 30 years of experience working with fast-growing, high technology clients, including many publicly traded companies. As Director of the New England Life Sciences Industry Practice, he is one of dozen partners in the U.S. who are responsible for coordinating Ernst & Young's services to companies in the biopharmaceutical and medical device industries. He is also the former East Region Director of the High Technology Practice for Ernst & Young. Steve has worked with a variety of U.S. life sciences companies that have expanded internationally and with foreign companies that have opened operations in the U.S. As an advisor, he has helped clients anticipate the financial, legal, and cultural problems of doing business overseas and has direct working relationships with some 20 Ernst & Young offices internationally.
Steve is very knowledgeable in SEC accounting and reporting issues, having been responsible for more than 20 IPOs and numerous tender offerings, in addition to first-hand experience with presentations to the Office of the Chief Accountant of the SEC. He has an in-depth knowledge of the issues surrounding deal structuring, financial reporting, and monitoring of strategic investments. Steve has extensive experience in financing alternatives, as well as strategic transactions and alliances that are so prevalent in the life sciences industry. Steve is an active member of the Massachusetts community, both locally and statewide, and has led a number of governmental and charitable initiatives in the markets that we serve. He is a member of the American Institute of CPAs and the Massachusetts Society of CPAs. Additionally, Steve was a member of Governor Weld's Governors' Council on Economic Growth & Technology.
Bryan Pearce is a partner in the technology and life sciences practice of the firm, based in Boston MA, where he leads the firm's New England Venture Capital Advisory Group ("VCAG"). VCAG focuses on development and delivery of value added services to the venture capital industry, including core audit and tax services as well as deal flow, knowledge and thought leadership, and access to our alumni and extended enterprise networks and perspective on current venture capital fundraising trends. In addition, Bryan spends a substantial portion of his time with Emerging Growth companies providing counsel in the areas of fundraising, business models, preparing for a liquidity event, etc. He also is a member of the Global Steering Committee for this important component of the Global E&Y strategy.
Bryan began his career with the firm in 1981 after graduating from the Ivey School of Business at the University of Western Ontario (Canada) and obtained his Canadian Chartered Accountant designation in 1983. Between 1995 and 2000 Bryan was seconded to the Caribbean practice, based in Barbados, where he was responsible for developing and running the Caribbean firm's Corporate Finance and Entrepreneurial Services' practice.
A. Dana Callow, Jr. is the Managing General Partner of Millennia. Prior to founding Millennia, Dana co-founded Boston Capital Ventures in 1982. Before that, he worked as a Senior Consultant at Braxton Associates (Deloitte Touche), an international strategic planning firm that was formed by professionals from Boston Consulting Group and Bain & Company, where he worked with Fortune 100 companies in strategic planning and implementing merger and acquisition strategies. Prior to working in the management consulting business, Dana worked in sales and marketing and also was an Application Engineer for Tymshare (acquired by McDonnell-Douglas). Dana is a Director of Jobs for Massachusetts, a Massachusetts based non-profit organization comprised of business and political leaders including the Governor and Congressional leaders. He is a member of the Board of Trustees at Tufts University, on the Board of Overseers at Tufts University Medical School, and is on the Board of Advisors at the Foster Center for Private Equity, part of the Amos Tuck School of Business at Dartmouth College.
Dana Callow is a magna cum laude graduate of Tufts University and holds an MBA from the Amos Tuck School.
Dr. Bruce M. Pratt is Vice President of Science Development for Genzyme, with responsibilities in the coordination and performance of science due diligence for corporate development activities. He also has responsibilities in the identification and evaluation of early stage opportunities and proactive, selective outreach activities to the academic and biotech sectors. He has worked for Genzyme for more than 16 years in positions of increasing responsibility in Cell & Protein Therapeutics Research & Development, most recently as Sr. Director of Cell Biology. For two years, through July 2004, he was based in one of Genzyme's European offices, identifying early stage European research and product opportunities as well as developing relationships with biotechnology companies and academic centers of excellence.
Prior to his work at Genzyme, Dr. Pratt worked at Collagen Corporation and Celtrix Pharmaceuticals in Palo Alto, California.
Bruce Pratt earned his Ph.D. from Michigan State University and was a post-doctoral fellow at Yale University School of Medicine, Department of Pathology.
Tom Szaky is co-founder and Chief Executive Officer of TerraCycle, Inc., producer of the worlds first product made from and packaged in waste.
At 14, Szaky started his first business, a web design company called Flyte Design, which employed three associates and earned its young proprietor a five-figure income. Szaky then engaged in the start-up of three small dot.com companies: Werehome.com (an online home improvement site), piority.com (an online fundraising school), and studentmarks.com (an online grade tracking software).
In 2002, Szaky took a leave of absence from Princeton University to dedicate himself full-time to starting TerraCycle, Inc., beginning as a 2 man outfit in the crowded basement of an old office building in Princeton. Today TerraCycle occupies a 20,000 sq. ft. factory in an urban enterprise zone in Trenton, NJ, where it employs over 20 workers and makes and ships its unique consumer products to WalMart Canada, Whole Foods, Home Depot, and other major retail stores.
Harris Rosen has been President of Rosen Hotels & Resorts, formerly known as Tamar Inns, since 1974.
Rosen served three years in the United States Army as an officer in Germany and South Korea. He began his professional career at the Waldorf Astoria in New York City as a convention salesman. He occupied various management positions in some of the larger Hilton hotels and eventually joined the Disney Company in California as Director of Hotel Planning. He left Disney to purchase the 256 room Quality Inn on International Drive in 1974.
Harris Rosen received his Bachelor of Science degree from the School of Hotel Administration at Cornell University.
Jordan Celkupa is a Financial Planner with Robert J. Oberst, Sr. & Associates. Mr. Celkupa joined the firm in 2004 as a Financial Planner. He is a Registered Representative with SagePoint Financial, Inc., and earned his Certified Financial Planner designation in 2007.
In addition to developing financial plans and managing investments, Mr. Celkupa specializes in optimizing the financial situations of those who are contemplating retirement. He helps individuals affected by a mid-career job separation to assess their options and manage their risks.
Mr. Celkupa has worked for AT&T in the Corporate Treasury department where he managed the company's debt and fixed income derivatives portfolio. Prior to obtaining his M.B.A., he worked for Kwasha Lipton, an Employee Benefit consulting firm, whose successor entity became part of PriceWaterhouseCoopers.
Jordan Celkupa received an M.B.A., from the Chicago Booth School of Business in 1997, and a B.S., in Applied Economics from Cornell University in 1990.
Bill McCarthy is a Financial Adviser with Merrill Lynch. Bill joined Merrill Lynch in 2007 and is currently associated with the Claffey & McAuley Team at Merrill Lynch.
Bill is an honors graduate of Cornell University with a degree in Applied Economics and Management.
Josh Nesbit is CEO of Medic Mobile. Inspired by volunteer village health workers in rural Malawi, Josh is firmly committed to serving a global community. He was an international health and bioethics student at Stanford and his research focused on Pediatric HIV.