Dennis is in his 23rd year cultivating relationships and consulting for affluent investors. He is a 1989 graduate of the UConn School of Business with a degree in finance and real estate. He served on the Board of Directors of The Hospital of Central Connecticut and is a Member of the Board of Hartford Healthcare Corporation’s Investment Committee. He is also involved with the Connecticut Building Owners Association, the Southington Sports Hall of Fame, and the Dennis Stanek, Sr. Memorial Foundation.
Dennis has always been passionate about the securities industry and was mentored by his father, Dennis J. Stanek, Sr. who was with RBC Wealth Management’s predecessor firm Tucker Anthony for 25 years. Raised in Southington, he currently lives in Farmington, CT with his wife Jeanette, their son Chase and daughter Tatum, and their two pugs Zoe and Bentley. He has an avid interest in community redevelopment and has been instrumental in the completion of several projects.
Lou Proto, principal of The Proto Group, has been in the commercial real estate field since 1989. He has served as the state of Connecticut Retail Co-Chairman of the International Council of Shopping Centers, a post he held from 1996-2000. Lou is an active member of the Amity Club, St. Andrews Society, Sons of Italy, Porcini International, and is a past president and active member of the Greater New Haven Association of Realtor’s Commercial and Investment Division. Lou resides with his wife and daughter in Bethany, CT.
Helen Rothberg is a Professor of Strategic Management in the School of Management at Marist College, and Senior Faculty in the Academy of Competitive Intelligence. She holds a PhD and M.Phil from The City University Graduate Center, MBA from Baruch College, and a BA from Queens College. She is the 2011 recipient of the Board of Trustee’s Distinguished Teaching Award.
With Scott Erickson, she published From Knowledge to Intelligence: Creating Competitive Advantage in the Next Economy: Elsevier Butterworth-Heinemann, in 2005, and Intelligence in Action: Strategically Managing Knowledge Assets: Palgrave McMillan in 2012. Other publications include Competitive Intelligence Review, Competitive Intelligence Magazine, Electronic Journal of Knowledge Management, International Journal of Learning and Intellectual Capital, International Journal of Knowledge Management. She recently published a book called, The Perfect Mix: Everything I Know About Leadership I Learned as a Bartender.
Helen’s research interests include shadow and intelligence teams, and the intersection between competitive intelligence and knowledge management. She is the principal consultant for HNR Associates, a network of knowledge focusing on strategic change, competitive intelligence and knowledge management challenges. She is also senior faculty at the Academy of Competitive Intelligence in Cambridge, MA.
Lindsey Mathieu is the owner and founding Principal of Golden Egg Concepts, where she provides integrated marketing and business development consulting services for clients in the architectural, engineering, construction, development and real estate industries. She began her career in the built environment as a Regional Business Development Coordinator with Tectonic Engineering & Survey Consultants. She then joined BL Companies, a multi-discipline architectural/engineering firm. She made significant career advancements during her five year tenure at the firm, becoming Principal and being promoted to Director of Marketing and Business Development. In 2009, Lindsey accepted a business development position with KBE Building Corporation, a large construction management firm. Her experience and passion for strategic marketing and business development led to the formation of Golden Egg Concepts in 2010.
Lindsey earned her Bachelor of Science degree in Communication from Boston University, with a specialization in Public Relations and a concentration in Spanish. She was recognized by the Hartford Business Journal as a member of the 2014 “Forty Under 40″ class. She is a member of the Society for Marketing Professional Services. She serves on the Business Advisory Board for Three Rivers Community College in Norwich, CT.
Kristy is the principal of Kristy Ferguson Consulting which was born out of a passion for helping emerging and established brands develop the necessary foundation to grow. With 20 years of experience in building local and global businesses, she understands the important roles that sound business strategy and flawless execution play in building a brand. In particular, Kristy helps clients define the internal operational processes that must be followed so the company can deliver on their customer promise every single day.
Previously Kristy spent over 10 years on the senior leadership team that grew the Edible Arrangements franchise from 10 stores in North America to over 1,200 stores in 13 countries and $500M in revenue. During her tenure she held roles including Vice President of Marketing, Executive Vice President and Chief Strategy and Innovation Officer. Kristy earned her Bachelor of Business Administration with honors from the University of Michigan.
Stephen Kotler is President and CEO of Kotler and Company, LLC, a consulting firm providing financial, operational and strategic M&A advisory services to small and medium sized companies, where he has helped service and product based businesses in manufacturing, distribution, consumer packaged goods industries to build strong foundations for growth, profitability and success.
Prior to founding Kotler and Company, LLC, Mr. Kotler was Vice President Finance, Global Operations for Dorel Sports, a division of Dorel Industries, Inc. (TSX:DII.B) where he was responsible for strategic financial direction, execution and delivery of Global Operations goals and objectives including product and business unit profitability and resource allocation.
Prior to Dorel Sports, Mr. Kotler was principal and CFO of The Watermill Group, a private equity firm with a focus on value oriented investing in small to medium sized manufacturing and distribution companies where he was responsible for financial operations and coordination of operational activities of the firm.
Prior to The Watermill Group, Mr. Kotler was Principal of the Strategic Financial Services Group at Mage, LLC, a consulting firm which strengthens clients’ ability to perform and build long-term value by developing leadership, improving processes, and enhancing management and business excellence where he provided outsourced strategic financial service to improve clients’ financial performance, profitability, and long term value.
Mr. Kotler is a member of the American Institute of Certified Public Accountants and Massachusetts Society of Certified Public Accountants. He obtained a Bachelor of Science Degree and Graduate Degree in Public Accounting from McGill University.