Advisory Board

Capital Analytics engages an advisory board to complement the management team. We are honored to have a team of such brilliant people to advise us.

Karen Jackson Ms. Jackson is currently a Director with Computer Science Corporation.s (CSC) Business Development Group in Falls Church, Virginia. In this role, she is responsible for global improvement of sales delivery processes. Throughout her 14 year career with the company, she has been directly involved in building client relationships at the executive level, complex strategic planning and creating partnerships to facilitate long-term business success. As an example, Ms. Jackson played an integral role in winning a $5 billion dollar opportunity for the company that has yet to be duplicated.

Karen has over 20 years experience leading efforts focused on designing, implementing, evaluating and transforming organizations and business processes. Her multi-cultural, multi-industry experience in successful Business Development, Organizational Transformation, Business Process Re-engineering (BPR) and client focused Process Improvement has enabled her to turn the mantra .blending people, process, and technology. into a reality for clients confronted with implementing aggressive growth strategies across a broad range of market and organizational dynamics.

Sandy Costa. Sandy’s experience includes senior operating management responsibility for a major international business service provider and senior counsel and staff management responsibility for a major international pharmaceutical company, both during periods of explosive growth.

Sandy joined Quintiles Transnational Corp. as President and Chief Operating Officer in 1994 at the time of its IPO. He was named Vice Chairman in December 1999 and held that position until 2001. Mr. Costa had responsibility for all operating divisions, as well as worldwide business development. During his nearly six years in this role, the corporation’s annual revenues rose from approximately $90 million to $1.6 billion, and net income rose from approximately $6.7 million to $109 million.

Prior to joining Quintiles, Sandy spent 23 years in the pharmaceutical industry. He was Senior Vice President of Administration and General Counsel of Glaxo Inc. and sat on the company’s Board of Directors. He was deeply involved in managing Glaxo’s growth from $600 million in annual revenues in 1986 to nearly $3 billion in annual revenues in 1993.

Sandy received his B.S. in pharmacy and his Juris Doctor degrees from St. John’s University. In 1998, he was the recipient of the St. John’s University Alumni Outstanding Achievement Medal. He sits on several public, private and non-profit boards.

Jay Klompmaker, Ph.D. Jay is Professor Emeritus of Business Administration at the University of North Carolina at Chapel Hill’s Kenan-Flagler Business School and owner and founder of The Klompmaker Consulting Group. In addition to teaching marketing, Jay served as director of the Young Executives Institute and the Executive Program (now the Advanced Management Program) and as Associate Dean for Development and Corporate Relations in his twenty-nine plus years at the school. He won teaching awards in two of the school’s degree programs and its executive programs and received the highest rating in Business Week’s nationwide survey of top executive education program faculty during his career.

Jay brought to his academic career several years of industry experience. After earning a B.S. in engineering from the Illinois Institute of Technology, he spent six years in sales engineering - five with Wyman-Gordon Company and one with Dynatech Corporation. During this period Jay earned his M.B.A. from the University of Chicago. He came to UNC in January 1972, directly from the Ph.D. program at the University of Michigan.

Management program teaching is Jay’s special area of interest and expertise. He has taught in the executive education programs of several universities including Carnegie-Mellon, Penn State, Notre Dame, Duke, Cornell, Stanford, South Carolina and Southern Cal, in addition to those at UNC. Westinghouse, Corning, IBM, Eastman Chemical, Aramark, Verizon, and many other firms have relied on his teaching experience in their management development programs. He co-wrote the book Professional Selling. The results of Jay’s academic research have appeared in numerous academic journals, including the Harvard Business Review.

Sam Barcus. For over 25 years, Sam has helped organizations find new ways to identify, attract and sustain profitable customer relationships. Sam’s clients include the leading telecommunications, information technology and healthcare organizations. He has significant international experience with engagements in Europe, South Africa, Asia/Pacific, Latin America and North America. Consulting engagements target three key areas: customer relationship management, sales strategy implementation, and sales organization transformation.

Prior to consulting, his career included executive positions at Texas Instruments and Price Waterhouse in Memphis as a consultant working on a variety of IT projects. He co-founded Barcus-Nugent Group in 1985 and Barcus McCracken International (BMI) in 1994. In 1998, Sam co-founded NewLeaf Partners, his current consulting company.

Sam is a Certified Management Consultant and Certified Public Accountant. He has held leadership positions in several professional and community organizations, including the Tennessee Society of CPA’s, the Planning Forum, the United Way’s Management Development Center, the WPLN (Public Radio) Educational Foundation and the Vanderbilt University Center for Clinical and Research Ethics.

The author of numerous articles, Sam has also published three books: The Relationship Advantage, published by Dearborn Trade Publishing; Handbook of Management Consulting, published by McGraw-Hill; and Financial Information Systems Manual, published by Warren, Gorham and Lamont. Sam has also served on the faculty of Belmont University’s Jack Massey Graduate School of Business.

Steve Bistritz, Ed.D. Steve has more than three decades of high-technology sales, sales management and training management experience dealing with companies ranging from start-ups to global leaders. He is a published author and lecturer in the field of sales, sales management and selling at the executive level.

Steve spent 27 years at IBM where he managed and led the instructional design, development, and implementation of numerous national training programs for sales, marketing, and technical support personnel. During his tenure he also held a number of sales, sales management, and training management and development positions.

In 1994 he joined Target Marketing Systems, a global sales training and consulting group, to lead their product development. Siebel Systems acquired the company in 1999 and Steve remained in that position until mid-2002. He formed SellXL, a consulting company.

Steve has published white papers and articles on a number of subjects related to selling. And he has delivered numerous presentations and workshops on those subjects. He has been a featured speaker at Microsoft’s Business Partner Conferences in 2000 through 2004. He is currently President of the Professional Society of Sales and Marketing Training, the largest association related to sales and marketing training.

Steve received a B.S. in Electrical Engineering from the New Jersey Institute of Technology, and a Master of Management Science from Stevens Institute of Technology. In 1995, he received a Doctorate in Human Resource Development from Vanderbilt University.

Hugh Wrigley. Hugh joined the Duke University Management Company (DUMAC) in September 2003. He oversees DUMAC’s Private Investments activities, which include private capital, real estate, and natural resources.

Prior to joining DUMAC, Hugh was an investment banking vice president in the Mergers and Strategic Advisory Group of Goldman, Sachs & Co., advising on mergers and financings. Before Goldman, Hugh was an associate with Linklaters in New York and London where he advised corporations and governments on domestic and cross-border capital markets and other financial transactions. Hugh began his career at Allens Arthur Robinson in Melbourne, Australia as an associate in the Securities, Mergers, and Acquisitions Group. (LLB (Honors), B.Comm., University of Melbourne)