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Board of Advisors |
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Pearson Partners is grateful to its advisory board of leading thinkers for their insights in business and industry-specific acumen as well as assistance in making introductions and forging business relationships. The board of advisors meets on a quarterly basis to review Pearson Partners' business progress and provide counsel to ensure long-term success.
And, as we are frequently engaged to identify and place board of director members for our clients, we personally see the value of having such governance and structure within our own organization with both a board of directors and a board of advisors. Our founder Bob Pearson, who served as the former CEO of LAI Worldwide and took the firm public, firmly believes in the tenets of gaining strong, external insights to run the most effective, efficient and profitable organization. Advisory board members include: Robert A. (Bob) EstradaPresident and Chief Compliance OfficerEstrada Hinojosa & CompanyFort Worth, TexasRobert Estrada joined Pearson Partners’ Advisory Board in 2007. He is founder of Estrada Hinojosa & Company, a public finance investment banking firm with strengths in providing municipal financial advisory and bond underwriting services. Estrada Hinojosa is the preeminent Hispanic-owned investment banking firm in the United States. In addition to his role as President, Bob's extensive experience of active bond law practice in tax-exempt securities and investment banking enhances his other key role as Chief Compliance Officer (CCO). His participation in more than 800 major municipal bond financing projects totals more than $40 billion, while his leadership qualities have led to his election to the board of directors of the MSRB, where he served as chairman during 1999-2000. Bob served as chairman of the MAC of Texas in 2001. From 1990-1993, he served on the board of directors for the Student Loan Marketing Association (Sallie Mae) in Washington, D.C. He has also served as president of the prestigious Dallas Assembly, and works with numerous other civic, cultural arts, and community-based organizations. Bob has been cited by Hispanic Business magazine as one of the 100 Most Influential Hispanics in America. Bob received his B.S. degree and Doctor of Jurisprudence degree from the University of Texas. In addition, he is an attorney at law, active member of the Texas Bar Association, and a Registered Principal with the MSRB. Bob served on the Board of Regents for the University of Texas System from November 2001 until February 2008, where he was chairman of the Audit Committee. He also serves on the board of directors of the Federal Reserve Board of Dallas. John MurpheyBoard of DirectorsRanger AerospaceIrving, TexasJohn Murphey joined Pearson Partners’ Advisory Board in 2008. Former chairman and chief executive officer of Bell Helicopter, Textron, Murphey retired in December 2004 after 40 years with the aerospace and defense-related businesses. Shortly thereafter John became CEO of AgustaWestland's U.S. operations with responsibility for the US101 Presidential Helicopter Program. After leading the company in winning this important work, John retired from AgustaWestland in 2005. John brings more than 40 years experience in engineering, manufacturing, sales and services in the aviation business. He served in a broad range of positions within Bell Helicopter and other Textron divisions during his career. Currently, John serves on the board of directors for Ranger Aerospace, an acquisitions and management holding company serving the aviation and aerospace industries. John earned a bachelor's degree in business administration from Texas Wesleyan University and a master's degree in business administration from Texas Christian University. Robert J. (Bob) Potter, Ph.D.President & CEOR.J. Potter CompanyIrving, TexasDr. Robert J. Potter joined Pearson Partners’ Advisory Board in 2007. Dr. Potter is president and chief executive officer of R. J. Potter Company, a consulting firm dedicated to helping optimize business performance. He serves on the board of directors and as an active member of the audit or compensation committees for Zebra Technologies, Molex and Cree as well as private companies SpeedFC and The Bradshaw Group. He formerly served as president and CEO of Datapoint where he led the computer company's turnaround to profitability by improving product introductions, marketing and customer service. He also served as group vice president of Nortel Networks where he helped raise sales to over $1.2 billion, introduced the Meridian line and oversaw the operations of some 6,000 employees. Earlier he served as senior vice president and chief technology officer with International Harvester, division president with Xerox and research manager with IBM. Bob serves as an active business and technology consultant to investors, private firms and public companies. He supports companies in reaching business and financial goals by providing strategy and analysis to help improve the performance, profitability or valuations. Craig SuttonSenior Private Banking Relationship ManagerNorthern Trust, NADallas, TexasCraig Sutton joined Pearson Partners’ Advisory Board in 2007. He is a senior private banking relationship manager with Northern Trust, NA, in Dallas, where he leads the largest practice in Texas, providing private banking, trust and wealth-advisory services to affluent individuals. Craig is the previous executive vice president of First City Bank in Dallas and has held senior leadership positions with Texas Commerce Bank, N.A., and InterFirst Bank Dallas Craig has served as a bank president and director and as a chief financial officer in the oil industry. As a commercial banking executive, he managed a $1 billion loan portfolio, including oil and gas and commercial real estate loans. Working as an executive in private, community and retail banking, Craig has managed more than $1 billion in assets and more than 500 staff members. In his position as an oil and gas industry executive and international project finance specialist, Craig has led several financing initiatives of more than $100 million each. Past roles also include director of management information systems development, financial and management consultant, litigation support consultant, and mediator. In addition to two years of engineering studies and specialized mediation training, Craig earned both a bachelor’s degree in finance and a master’s of business administration degree in finance from Texas Tech University in Lubbock. Thomas C. (Tom) WalkerPresidentBrittany Partners, L.L.C.Dallas, TexasTom Walker joined Pearson Partners’ Advisory Board in 2008. Tom is President of Brittany Partners, LLC, a firm providing merger and acquisition consulting services to both public and privately held corporations. Previously Tom served as Chairman and Chief Development Officer of SOURCECORP (NASDAQ-SRCP), a company he co-founded in 1994 as F.Y.I. Incorporated. To fuel its growth, the company acquired 74 companies and divested 23 others to create a leading national provider of business process outsourcing (BPO) solutions involving document and information management, specialized knowledge-based processing and consulting services. By 2005 revenues had grown to $416 million with approximately 6,000 employees in 90 locations. In July 2006, SOURCECORP was acquired by Apollo Partners, L.P., a leading private equity firm, in a transaction valued at $475 million. SOURCECORP was cited among the Top 100 Hot Growth Companies by Business Week magazine, twice recognized by Forbes magazine as one of the 200 Best Small Companies, and cited by Fortune magazine as one of America’s Fastest Growing Public Companies. In 2003, the Association for Corporate Growth recognized SOURCECORP as the winner of the Emerging Growth Company Award based on growth results from 1996-2001. During his career, Tom has been responsible for the acquisition or divestiture of more than 200 businesses over a 40 year period. He has completed transactions in the waste management industry with B.F.I. and Laidlaw Waste Systems as well as transactions in the real estate, financial services and technology sectors. He served four years as the non-executive Chairman of the Board of RenewData Corporation, a leader in electronic evidence discovery. Tom holds a bachelor’s of science degree in Industrial Engineering from Lafayette College and is a former U.S. Naval Aviator. A former age group All American Tri-athlete, he is conversant in French and Spanish. Jim MooreChairmanBOXX Technologies, Inc.Austin, TexasJim Moore joined Pearson Partners’ Advisory Board in 2008. He brings over 35 years of senior leadership experience in the computer, semiconductor and consumer electronics industries. He serves as Chairman of the Board for BOXX Technologies, Inc. After retiring from the technology industry in 2005, Jim founded Visio Limited, a real estate company focused on transactions with foreclosed residential properties. He served as the initial chairman and CEO while building the company and management team and currently serves as an advisor. Previously, Jim served in executive roles as President & CEO of Nanocoolers, Inc.; President & CEO of Alchemy Semiconductor, until its acquisition by AMD; and President & COO of Crossroads Systems, now a publicly traded company. Additionally he spent 20 years in general management positions with Texas Instruments, Analog Devices and Cirrus Logic. Jim brings a high degree of measurable success in directing marketing, sales, developmental engineering, manufacturing and financial control activities for businesses with more than $300 million in revenue and 1,000 employees. He received a bachelor’s degree in Electrical Engineering from Christian Brothers University and a master’s of Business Administration from Southern Methodist University. Sanjay JoshiPresidentMeadow CapitalDallas, TexasSanjay Joshi joined Pearson Partners’ Advisory Board in 2009. He is president of Meadow Capital, an investment and advisory firm focused on accelerating the growth of small and midsized firms, and managing director of Bainbridge Capital. Prior to founding Meadow Capital, Sanjay was Wipro’s chief executive, global programs and consulting. He had previously served as vice chairman and member of the board of Wipro Spectramind (Wipro BPO). Earlier in his career, Sanjay was the chief marketing officer at Infosys Technologies, was part of the core leadership team that launched the internet startup FreightWise, served as senior engagement manager and associate partner at McKinsey & Company, and was a research and development engineer at Multiflow Corp., a Connecticut supercomputer maker. He serves on the Membership Committee of the Young Presidents’ Organization, North Texas chapter; is a charter member of The Indus Entrepreneurs; and serves on the Leadership Council of the America-India Foundation in Dallas. Sanjay has a master’s degree in business administration from the Kellogg Graduate School of Management at Northwestern University, a master’s of science degree in computer science from Pennsylvania State University, and a bachelor’s degree of technology in computer engineering from BIT in India. He is also a graduate of the Oxford-Georgetown joint program in international management. Joe BoschFormer Senior Vice President – Human ResourcesCentex CorporationDallas, TXJoe Bosch performed as Senior Vice President of Human Resources and served as part of the Centex Senior Management Team, where he was responsible for all aspects of human resources including HR strategy and policy; talent acquisition, assessment and development; compensation and benefits; and HR deployment processes for the company. Prior to joining Centex, Mr. Bosch served for two years as Senior Vice President of Human Resources for Tenet Healthcare Corporation. Tenet's operations included more than 77,000 employees. Before that, Mr. Bosch served for seven years as Chief People Officer at Dallas-based Pizza Hut Inc., a unit of YUM! Brands Inc. Mr. Bosch also spent nine years at Pepsi-Cola North America in a series of increasingly responsible positions in human resources, culminating in his role as Vice President of Employee Relations for Pepsi-Cola East. In addition, he served in the U.S. Army for three years. Mr. Bosch received a bachelor's degree from Cornell University. |
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