Founded in 2001 by Dr. Paul S. Barth and Randy Bean, NewVantage is a partnership of executives with extensive industry backgrounds in business and technology planning and execution.
Managing Partner/Founder
Paul Barth co-founded NewVantage Partners in 2001. Paul brings decades of experience as a consultant to the nations largest companies. He is a recognized thought-leader and practitioner in leveraging information as a strategic asset and in emerging approaches and best practices in data management. Dr. Barth was founder and CTO of Tessera Enterprise Systems, a nationally-known systems integration firm formed in 1995. He became CTO of iXL Enterprises, a leading international Internet integration firm, following the merger of Tessera/iXL in December 1999. He holds a PhD in computer science from MIT, and a MS from Yale University. Paul was formerly vice president of technology at Epsilon Data Management (an American Express company), and held senior technology positions at Thinking Machines and Schlumberger.
pbarth@newvantage.com
Managing Partner/Founder
Randy Bean co-founded NewVantage Partners in 2001. Randy brings decades of experience as a line-of-business executive and general manager, a strategic planning and IT professional, and leader of marketing and business development functions. His expertise is in helping Fortune 1000 firms leverage their information assets. Randy was senior vice president and general manager with Harte-Hanks Data Technologies, and member of the leadership team which grew the firm from $9M to $150M during a 10-year tenure. He was a founder and vice president of market development for Wheelhouse Corporation, and held IT and strategic planning positions during 8 years with Bank of Boston (now Bank of America). He holds a BA from Washington University in St. Louis, attended executive programs at Amos Tuck/Dartmouth and Darden/University of Virginia, and has been a lecturer at Tuck.
rbean@newvantage.com
Lynda Applegate is the Martin Marshall Professor of Business Administration at Harvard Business School, teaching courses in entrepreneurial management, and technology and innovation. Lynda is chair of the HBS Entrepreneurial Management program, and an internationally recognized expert and author on business and technology innovation. Her most recent articles include “Exploiting Disruption to Jumpstart Innovation”. Lynda has served on numerous commissions and blue-ribbon panels.
Tom Davenport is the President’s Distinguished Professor of Information Technology and Managament at Babson College. Tom has taught at Harvard Business School, University of Chicago, Dartmouth’s Tuck School of Business, and the University of Texas at Austin. Professor Davenport has written, co-authored or edited twelve books, including the best-seller Competing on Analytics: The New Science of Winning. He holds an MA and PhD from Harvard University, and was ranked the third most influential business and technology analyst in the world. He is a frequent contributor to Harvard Business Review.
Dave Ellard is CIO at Avery Dennison. He was previously CIO and Senior Vice President for EMC Corporation and before that held the position of CIO for Boston Scientific Corporation. In his capacity as CIO, Dave was responsible for the enterprise integration and scaling of all corporate IT processes. Dave also served as a senior vice president with Glasshouse Technologies.
John Fiore is CIO/Executive Vice President and head of investor services technology for Mellon Bank of New York. He previously served as Chief Information Officer (CIO) and Executive Vice President for State Street Corporation during a ten-year tenure, and was a Partner and Director with Coopers & Lybrand. John was recognized by CIO Magazine in the 1999, 2000, and 2002 "CIO 100".
John Keane is founder of King Hill Capital, a private equity firm focused on energy independence. He previously was a Board member and member of the leadership team with Keane, Inc., which grew from $60MM to $1.1B during his tenure, and Founder/CEO of ArcStream Solutions. John holds a BA from Harvard College and MBA from Harvard Business School.
Harvey Koeppel is Executive Director of the Center for CIO Leadership, a collaboration of IBM and leading academic organizations. He previously served as Chief Information Officer (CIO) of the Global Consumer Group for CitiGroup from May 2004 through June 2007, and as a consultant led the integration of acquisitions including Travelers Insurance for CitiGroup, and projects for JP Morgan Chase.
Steve Sheinheit was recently named Chief Strategy and Technology Officer for QBE Insurance Group. Steve was previously Executive Vice President and Chief Information Officer (CIO) for MetLife. Prior to joining MetLife, Steve held the position of Executive Vice President and Corporate CIO for Chase Manhattan Bank. He is a graduate of the Harvard Advanced Management Program and holds an MBA in operations research from Baruch College and a BS in computer science from City College of NY.
Mel Taub was Corporate Technology Officer (CTO) for CitiGroup, where he chaired the CitiGroup Information Technology Leadership Council, until his retirement on December 31, 2003. He was previously Chief Information Officer (CIO) for Salomon Smith Barney, and held senior executive positions with Merrill Lynch, EF Hutton, and Shearson Lehman during his career on Wall Street.
General Partner/Practice Leader
Blaise Heltai joined NewVantage Partners in 2005 and leads the firms practice in the areas of customer management and web strategy. Blaise was previously executive vice president for e-Business and Internet Strategy for FleetBoston Financial/Bank of America, where he led the e-Catalyst online banking transformation during a ten-year tenure. Blaise was an early pioneer in online banking. He previously held executive positions at Bell Labs and was CEO of fileTRUST. He also held a professorship at Indiana University. Blaise is a board member and recent president of the Massachusetts Innovation and Technology Exchange (MITX), and current chairman of the Future Systems Advisory Panel for the Social Security Administration. He holds a PhD in Mathematics from the State University of New York.
General Partner/Practice Leader
Paul Bergamo focuses on issues in the areas of data governance, IT governance, and process architecture. He brings extensive experience in the health care and insurance arenas. Paul served as Chief Technology Officer for Liberty Mutual from 2000-2005. He was previously Chief Technology Officer for Aetna. Paul holds a BS from Penn State University.
Practice Leader
Peter Kim leads NewVantage Partners activities in the areas of CRM, customer analytics, and business intelligence. Peter has previously led professional services practices in data management, CRM, and analytics for Wheelhouse, Harte-Hanks, Spotfire, and iMarket. Peter holds an MBA from Babson College and a BA from Boston University.
Practice Leader
Neil Gardner focuses on back office financial service operations. Neil was formerly senior vice president with responsibility for back-office operations for Fidelity Investments, and prior to that was a senior vice president with Deutsche Bank. Neil holds an MBA from Babson College and a BS from Concordia University.
Brian Gasser is a leading expert in leveraging information to create business value. Brian was formerly executive director for data warehousing for Morgan Stanley, where he was responsible for central data services for over a decade. His purview spanned enterprise data warehousing, reporting/analytics, platform engineering, data architecture/modeling, metadata management, and data operations. Brian was previously a consultant with Grant Thornton. He holds a BS in Computer Science from The University of San Francisco.
Ken Krigelman brings extensive expertise in data management and enterprise architecture. Ken was formerly chief architect for CitiGroup’s Private Bank, and was previously senior principle and chief solutions and data architect, financial services, for Knightsbridge Solutions (now Hewlett-Packard Consulting). He also held senior technology positions with Naviant and National Grange Mutual Insurance. Ken holds a PhD, MA, and BA in Mathematics from the University of Pennsylvania.
Julie Neu brings a strong background in business and technology applications. She formerly held leadership positions in the Internet strategy organizations at Fleet Financial and Wells Fargo Bank. Julie holds a Masters degree from Harvard University and a BA from the University of Virginia.
Barbara Nichols is a leading expert in meta data strategy and data and information architecture. She is founder of Metadata360, a data management consulting firm, and previously held leadership positions at Ascential Software (IBM) and Digital Equipment. She holds a BS from the University of Michigan.
Lisa Wentworth has 20 years of experience in operational, financial and strategic roles in financial services – most recently working as General Manager, Global Internet Strategy for FleetBoston Financial. Before her banking career Lisa worked at Arthur Andersen in litigation consulting, profit improvement, bankruptcy and reorganization work. She holds a BA from Smith College and an MBA from the Stern School at NYU.
Kip Wolin brings extensive expertise in the application of campaign management, personalization, and marketing analytics to direct marketing initiatives. He was a senior consultant for Wheelhouse Corporation and has led client engagements at Wells Fargo Bank, Fidelity Investments, American Express, EMC, Walt Disney, Mazda, T-Mobile, and Hearst Corporation. Kip has led Unica and Epiphany implementations for multiple Fortune 1000 firms. He holds a BA from U. California Santa Cruz.
