Barry M. Davis
Ingrid X. Medina
Tameka B. Moss
Alexandra San Roman
Ronald L. Walker, II
Next Street equips urban business owners with the same level of talent that Wall Street, Madison Avenue and the elite consultancies provide to FORTUNE 500 companies.
The Next Street team has broad expertise in commercial banking, investment banking, and business advisory services including marketing and advertising…and specific experience with businesses and nonprofits in urban markets.
Our role is to understand exactly what each client needs to succeed and then coordinate the activities that make success possible – whether the resources come from inside Next Street or another organization. We connect the dots for our clients.
He has already shaped successful enterprises on both sides of the Atlantic and in Asia as head of investments at Putnam Investments and as CEO of HSBC Asset Management and of County NatWest Securities. In these capacities, Tim oversaw operations that directed global capital flows to large corporations and institutional investors. Small business was not on his radar until a friend asked, “When you’re 70 years old, what do you want to have done?”
Capital with purpose. Capital was flowing everywhere except to the small and midsize firms that create the lion’s share of American jobs. Tim founded Next Street to give business owners the same access to financing and expertise that Fortune 500 CEOs receive from the big banks he used to run.
An expert on urban economics, Tim is on the leadership council of Brookings Institution’s Metropolitan Policy Program, and on the boards of the School of Public Policy and Urban Affairs at Northeastern University and Initiative for a Competitive Inner City. He is President of the Boston Children’s Chorus and a trustee of the Institute of Contemporary Art. Tim is an avid triathlete, competing in Ironman events since 2005, when Next Street was launched. Together with his dogs, a pair of Vizslas, he has climbed 24 of New Hampshire’s 4,000 foot-plus mountains and the climbing trio hopes to scale all 48 by 2015. Tim has a degree in politics, economics and law from the University of Buckingham.
Ron connects business owners to the know-how and the institutions they need to get to the next level – as well as the capital that fuels expansion.
In senior executive posts at Sovereign Bank and Fleet Financial Group, Ron fought to get his bankers to look beyond a company’s track record to its potential. On his watch, thousands of companies got their start, expanded, and thrived. The next step for Ron was to either become a bank president or do something new.
Changing the game. In 2005, he began talking over an idea with Tim Ferguson: a firm that could deliver FORTUNE 500-level expertise in strategy, organizational development, and marketing to small businesses. The banks weren’t doing it. No one was doing it. Next Street would do it. By the end of the year the new firm had the first of its 80 clients.
Ron has a Bachelor’s degree in Marketing and Finance from Prairie View A&M University and completed Harvard Business School’s Executive program in Finance. He is a director of Emerson College and the Boston Medical Center. He has received leadership awards from Boston Chamber of Commerce, the YMCA and Spike Lee. In 2012, he received the Heroes in Healthcare Award from the Visiting Nurses Association of Boston. An athlete in college, Ron played semi-pro football before moving on to open holes for business owners.
“What intrigued me was bringing high-level domain expertise
to entrepreneurs. That’s where the barrier is.”
During 26 years at Morgan Stanley, he rose from the trading desk to the Global Equity Operating Committee. Postings in London and Tokyo gave him a cosmopolitan view of urban business that he now brings to Next Street in New York. At Morgan Stanley, he developed integrated services offerings for investors and for major clients – anticipating Next Street’s own multi-service model for business owners.
Why Next Street? Barry believes in the Next Street idea because he helped shape it. He has been an advisor to the firm since its founding, an investor since 2009, and in 2012 took on a leadership role. He knows how to get hard things done in a complex environment. When Saint Vincent’s hospital went into bankruptcy, Davis helped pick up the pieces, engineering a merger of Saint Vincent’s Westchester facilities and Saint Joseph’s Medical Center. The combined system is the largest Catholic hospital in New York.
Barry earned a Bachelor of Science in Economics from Boston College. In ascending order of speed, his passions are golf, boating, skiing and flying. A licensed pilot, he dreams of flying around the world.
He combines a rigorous analytical approach with hands-on experience across a broad range of industries that include manufacturing, food, health care, retail and technology — among others.
A founder of the firm, Jon heads Next Street’s Strategy and Talent practices, but his unique connection with business owners comes from having sat on both sides of the table. After earning a B.A. in Economics from Yale, he took the fast track into management consulting at Marakon Associates and later at Galt & Company. After 12 years of solving problems for organizations in virtually every industry sector, he launched his own small company. Suddenly strategic planning had to compete for attention with the press of day-to-day operations. “Now,” he says, “I apply a ‘practicality screen’ to any advice we give to Next Street clients.”
Why Next Street? For Jon, Next Street is an opportunity to combine his passion for business with community impact, and pioneer a new national model for investment in America’s urban markets. His work at the intersection of enterprise and community makes him a sought-after speaker and he is active in a host of civic organizations. His professional skills in organizational development carry over into fantasy baseball, where he is a five-time league champion.
“We understand a CEO’s need to balance long-term planning
with day-to-day operating realities and the occasional curve ball
that a business throws at you.”
As Next Street's Practice Partner, Amir covers the sophisticated capital products. An avid Jazz fan, Amir has worked on everything from building housing for the poor to large municipal and corporate bond transactions. He currently serves on the Board of IFF, a Chicago-based community development financial institution that has been vital to expanding capital access to non-profits across the Midwest.
Why Next Street? Amir understands the management and financial pressures that entrepreneurial firms face. Working for Next Street gives him the opportunity to employ innovative capital models to meet local needs. And the vibrant environment of New York City – ripe with small businesses that are accepting of new ideas – provides the perfect backdrop for ever-evolving capital development strategies.
"I care about ensuring access to capital for entrepreneurs."
She leads Next Street’s strategy practice in Boston, where she advises business owners on growth strategies, personnel issues and financing.
She brings over a decade of experience at McKinsey, the world’s most respected consulting firm, where she walked point in the health care sector, helping clients navigate a rapidly changing environment. Adina has shown insurers how to improve their sales organizations, partnerships and policy benefits. She has helped medical device makers and biotech firms out-market their competitors. She has improved the performance of nursing homes, diagnostic labs and a major academic medical center – perhaps the most complex organization in existence. As senior consultant at Water Street Partners in Washington, she helped health providers and insurers collaborate in new ways, improving technology, efficiency – and care. She has led investors to growth companies and is now helping Next Street clients find financing.
Why Next Street? Adina thrives on big challenges, like helping to reshape America’s health care system. The opportunity to change what is possible for small companies in urban markets is a challenge worthy of her abundant skills. Adina has a B.A. from Harvard College and an M.B.A. from Harvard Business School. She runs a local Main Street organization and keeps personal tabs on the agriculture sector as the head of a farmer’s market.
by expanding geographically, developing new capabilities, making an acquisition, or the old fashioned way – by winning more customers.
Before taking on Next Street’s strategy practice in New York, Trevor was a Senior Project Manager at the Monitor Group, a top ten consulting firm that accepts only one applicant in fifty. Trevor knows: Between strategy projects for FORTUNE 500 clients in technology, construction, consumer brands and healthcare, he led U.S. recruiting for Monitor. At Next Street, he also wears two hats – helping clients reach the next level, and helping Next Street itself expand relationships in the New York market. His early experience as a business analyst for two leading commercial banks helps ensure that his recommendations to clients are financially practical and that growth will be sustainable.
Why Next Street? Trevor cites the commitment of Next Street’s professional staff to the small business community and creating jobs. “I’m committed to the work we do here,” he says. Trevor earned his Bachelor’s degree in Economics from Tufts University and an MBA from the Darden School of Business at the University of Virginia. He travels to the extent that a busy schedule permits and is a certified scuba diver.
“I heard a business owner wonder: ‘Why isn’t there a Deloitte Consulting
for companies like me?’ Well, that’s why we’re here.
We bring in the kind of talent large organizations receive.”
Her job is to help Next Street clients build an organization that can weather storms and scale up to serve bigger customers and new markets.
Tameka developed her vast skill-set at Right Management Consultants, the world’s largest career management consulting firm, serving over 80% of the FORTUNE 500. Her own clients at Right, and later at Capital H Group, included a who’s who of well run organizations: MetLife, Morgan Stanley, PepsiCo, Pitney Bowes, New York’s Metropolitan Museum of Art and the Boston Red Sox.
Why Next Street? Tameka and Next Street discovered each other when the firm wanted to lease her church’s parking lot. Now that she’s Director of Talent, recruiting at Next Street no longer happens by accident. Tameka earned a dual-major Bachelor’s degree from Yale University in Sociology and African-American Studies. At Yale, she won the prestigious Elm-Ivy award for strengthening ties between the university and the city around it. A leader in her field, Tameka is a contributor to Workforce magazine and speaks at industry events. She is a third-generation member of Zion F.B.H. Church, (across the street from Next Street’s Roxbury office), where she sits on the finance committee and heads the youth group.
“Leadership is lonely. Business owners need
somebody they can talk to about their organization.”
His emphasis is not simply on providing advice, but ensuring that the company develops the internal capabilities for sustained growth.
At Stockamp & Associates, Troy worked with some of America’s largest health systems, helping them improve both financial performance and patient care. His responsibilities ranged from managing vendors to management training for executives, guiding clients through mergers, and developing systems to streamline operations while accelerating performance towards new goals. He now applies these skills to Next Street clients in many industries, but remains one of our go-to guys on healthcare engagements.
Why Next Street? Troy appreciates that the firm is in many ways a peer to its clients: a growing company with deep local roots and national aspirations. He earned a Bachelor’s degree in Economics at Vanderbilt University and a Master’s in International Business and Development Economics from the Fletcher School of international affairs at Tufts University. He is the co-founder of Manna Project International, a nonprofit community development organization with chapters at eleven U.S. universities and ongoing projects in Ecuador, Nicaragua and Guatemala. A Tennessee native, Troy retains his passion for barbecue and great live music.
“Most of the business owners who come to us are at a crossroads.”
As the Director of NYC Business Solutions in Lower Manhattan, Samra provides the support and guidance small businesses need to access capital, find talent, improve operational performance and position themselves for growth. She brings to the table her experience in investment banking, management consulting and, most recently, a venture philanthropy fund focused on social enterprises.
Why Next Street? Samra is a big believer in job creation and small business development in underserved areas. As a Portfolio Director for the Roberts Enterprise Development Fund (REDF) in California, she discovered that access to capital for small businesses and social enterprises is a significant barrier to growth. After earning a degree in Economics from Columbia University, Samra graduated from The London School of Economics and Political Science with a degree in Human Rights with a concentration in Economic Development. She obtained an MBA in Entrepreneurial Management from The Wharton School.
"When I learned about Next Street from a business school classmate I was intrigued and excited that the company was willing to make this kind of investment and impact in small businesses."
Jessica brings a unique and broad experience to her position as a Managing Associate within the Talent Practice. Beginning in direct care service to adults and children with disabilities, Jessica has carried a passion for making an impact on individuals throughout her career.
Jessica has worked with businesses founded and maintained in the local community, as well as with FORTUNE Global 500 companies. She is able to leverage insights from her experiences in non-profit, health care, human services, education and for-profit organizations to tailor her knowledge and expertise to each client’s unique situation.
Jessica comes to Next Street from Accenture’s Talent and Organization practice, with previous experience in internal organizational development consulting for the Methodist Hospital System in Houston. She is happy to have returned to New England and enjoys exploring the region with her husband and two children.
Why Next Street? As someone who continuously strives to understand others' experiences from a holistic view, Jessica was drawn to the relationship orientation and collaborative approach that enables her to work directly with business owners.
"I want to understand not only the businesses but also what clients are experiencing within their environments."
One of seven kids, Ricardo was born and raised in Brooklyn amid an abundance of culture, personalities and passions. He earned a Psychology degree with a concentration in business from Brooklyn College, where he participated in various intermural sports activities. Ricardo started his career as a banker at Chase Bank, where he assisted clients with personal and business finance, retirement planning and relationship management. Ricardo rose through the ranks to become a Small Business Advisor and Assistant Vice President at Chase Bank and worked with entrepreneurs to meet their cash-flow and banking needs.
Why Next Street? Ricardo has always wanted to work in a position that would enable him to positively affect the lives of those around him. Ricardo loves to travel and has volunteered in Haiti, where he provided medical relief efforts for local residents. Today, as Finance Account Manager with Next Street, Ricardo helps small businesses in their search for capital. His financial analyses shed light on the strengths and weaknesses of loan candidates.
"By working hand-in-hand with small businesses, I am able to offer resources that are vital to small business growth, which in turn leads to increases in the community."
Gina applies the experiences of her diverse background to her role as Account Manager at NYC Business Solutions in Lower Manhattan with the NYC Department of Small Business Services. She has interned with music labels, helped a bank fundraise for a $60 million IPO and joined AmeriCorps for a year.
Why Next Street? Gina's impressive volunteer efforts make her a perfect fit for the Next Street team. She has volunteered with non-profits and foundations, mentored high school students from disadvantaged communities in NY and LA and helps organize NYC events for House of Genius, an international startup bringing together entrepreneurs and a diverse mix of business leaders for an evening of disruptive thinking and creative new ideas. Gina holds a Business Administration degree from the University of Southern California, where she focused on both corporate finance with the Marshall School of Business and entrepreneurship with the Lloyd Greif Center for Entrepreneurial Studies.
"Working with smart, down-to-earth people who care about adding value to the community in an impactful and sustainable way is extremely invaluable, and Next Street’s outcomes demonstrate that."
She looks beyond the numbers to where small company CEOs want to be in a few years. As a retail buyer, she developed a visceral sense of the risk that a business owner takes in every significant purchase decision and the imperative to put customers first. She brought this understanding to her role as a branch manager for Fleet Bank and later a community banking officer at Sovereign Bank. At Sovereign, she developed a 360º view of business owners, helping them get financing for their companies and manage their personal wealth.
Why Next Street? Next Street’s broad array of services equips Lynn with more solutions for business owners than she could deliver as a bank manager. She also appreciates that her women and minority clients will become the majority of business owners in coming years. She earned her Bachelor of Arts degree in Political Science from Plymouth State College and served on the board of the Cambridge Family YMCA. Lynn’s four-season devotion to Boston teams makes her an infrequent visitor to Next Street’s New York office; and her own sports include golf, swimming, hiking and skiing.
Isaac is focused on supporting Next Street’s Talent team in its pursuit of bringing top-tier talent management to the urban enterprise.
A native of New Mexico, Isaac interned with the U.S. State Department in the Consulate General in Barcelona, and with CIPPEC, an Argentine public policy think tank. He also held a number of leadership positions in student organizations, including co-chair of the Leverett House Committee and Harvard BGLT Students and Allies.
Isaac earned a Bachelor’s degree in Government with a Foreign Language Citation in Spanish from Harvard College. He’s a fitness enthusiast and half-marathoner, as well as an active volunteer and member of St. James’s Episcopal Church in Cambridge.
Why Next Street? Isaac’s father owned a small towing and repair company. He says he wishes his dad had access to the kinds of services Next Street provides to small businesses to help them grow.
At Next Street, economic development is more than just
an ivory tower theory; we make it work.
She designs the blueprints – and the budgets – for business expansion.
Before joining Next Street, Monica helped shape strategy for Citigroup’s Securities and Fund Services unit, finding new avenues of growth for one of the world’s largest financial networks. At Citi her responsibilities included mapping the way forward, analyzing possibilities, and implementing the functional business changes necessary to achieve success. She has vetted potential acquisitions to make sure of their value, and analyzed which markets – geographical and product categories – are ripest for growth. Next Street clients respect her rigorous market research and the insight she brings to analyzing competitive activity.
Why Next Street? The firm aligns Monica’s professional ambitions with her personal goals. She enjoys helping high-potential companies realize ambitious plans while playing a tangible role in urban economic development. Monica earned a Bachelor of Science degree in International Politics from Georgetown University’s Walsh School of Foreign Service, and is equipped to help Next Street clients solve problems in Spanish, French and Arabic as well as English. She is a regular competitor in marathons and has enough wind left over to play the flute and the piccolo.
In his career at consulting giants Galt & Company and NERA, Paul applied quantitative analysis to complex business problems in biotechnology and pharmaceuticals, software, banking and consumer products. Clients guard his work for them very closely: The only two clients not covered by confidentiality agreements are Coca-Cola and medical device maker Medinol.
Why Next Street? Paul can make a bigger difference applying lessons learned from working with large companies to urban growth businesses. His work provides a level of strategic certainty that has simply not been available in the urban small business market. Paul received a Bachelor of Science degree from The Colorado College, where he pursued a double major in Mathematical Economics and Physics. Surprisingly for an economist, Paul interned at MTV and performed as a backup singer for Shania Twain. As a board member of Save the Harbor/Save the Bay, Paul is a zealous advocate for Boston’s underutilized waterfront. His dog answers to “Harbor.”
“There’s no shortage of ideas in the world.
There’s a shortage of people who get things done.”
Amy mastered the complexities of corporate procurement operations and contract procedures during five years at Blue Cross/Blue Shield of Massachusetts as a supplier diversity coordinator. At Next Street, she specializes in helping small, women- and minority-owned businesses scale up to serve public agencies. She stays engaged with the small businesses even after they complete their training program to make sure they are implementing lessons learned and developing their expertise to be a success for their clients and for the communities they serve.
Why Next Street? Amy saw the effect of Next Street’s capacity building programs first hand and joined us to make that kind of direct impact herself. Having grown up in Roxbury near our Boston office sealed the deal. The first in her family to graduate from college, Amy earned a Bachelor of Science degree in Management from Bay State College and hasn’t stopped; she is now pursuing a Graduate Certificate in Management and Leadership from Emmanuel College.
As part of the Business Development team, Taylor focuses primarily on accurately and convincingly communicating to clients what Next Street can do and how we plan to do it.
Why Next Street? Taylor, who hopes to one day personally help a tech, social or civic start-up achieve success, was drawn in by Next Street's focus on growing the businesses that are crucial to America’s socio-economic health. He attended American University in Beirut and Peking University in China before graduating magna cum laude from Hobart College with degrees in Classics and Asian Studies.
"It’s a mission with a meaning beyond simply making a profit, one you can reflect on years later and be proud that you were involved in it."
Alexandra came to Next Street from Analysis Group, Inc., where she measured health outcomes and costs of pharmaceuticals for the Health Economics and Outcomes Research practice area. Prior to that, Alexandra, who has a degree in Economics and Environmental Studies from Wesleyan University, was a research assistant at the Kennedy School of Government at Harvard University, where she researched the economics of U.S. State Parks.
Why Next Street? Alexandra was first drawn to Next Street by the unique angle of approaching economic development. She stays because of "the people, passion and impact." She is currently a volunteer with the Family Independence Initiative, an economic and social mobility non-profit. This venture has enabled her to better understand the underlying economic challenges and successes among low-income families in the Boston area.
"What do I have in common with a small business owner? Resourcefulness, dedication to hard work, and willingness to get my hands dirty."
As an Analyst at Public Consulting Group he developed rare expertise in healthcare, exploring operational and financial scenarios for state health agencies across the US. Here at Next Street, he helps clients discover new efficiencies and opportunities hiding in business data. The systematic approach to knotty problems comes naturally: He earned a Bachelor of Science degree with highest honors from the Boston University School of Management, where he mentored other students as both a tutor and teaching assistant for the course Management as a System.
Why Next Street? Jonathan’s focus has always been on results for clients. Work at Next Street aligns his business growth agenda with meaningful benefits for the wider community.
Bringing more than 25 years of HR expertise to Next Street, Leslee works directly with clients to help individuals and groups maximize their capabilities.
Prior to joining Next Street, Leslee owned an HR consulting business, so she knows a thing or two about the talent needs of small businesses. On a larger scale, she has served in executive HR positions with Putnam Investments and Filene’s Basement.
She has a B.S. in Sociology and Education from the University of Massachusetts and is a member of the Society for Human Resource Management, the American Society for Training and Development, and the International Consortium for Coaching.
Why Next Street? Leslee is dedicated to the needs of urban communities. She’s passionate about wiping out hunger in America through access to healthy, affordable food, and is a regular volunteer at local food banks and pantries. She sees Next Street as an opportunity to help build strong local communities by helping to build strong local businesses.
Ingrid’s professional experience in a variety of industries – from legal to marketing to travel and tourism – is a big part of the reason she’s so well suited to providing across-the-board support to a company with four diverse practice areas.
Every day, Ingrid brings to Next Street the same positive energy that sent her backpacking through Belize, Mexico, Guatemala, and Honduras and the cool competence required in her position as concierge at Casa Dorada at Cabo San Lucas.
Why Next Street? Ingrid is nothing if not eclectic. Having attended the College of Aeronautics, and having held a wide range of past positions – at least one involving the cosseting of high-profile celebrities – Ingrid was nonetheless drawn to Next Street for its focus on the energy and vitality of urban markets.
“I enjoy people but, more than that, I enjoy cultures.”
He has been a big city hospital administrator and a start-up CEO. He has raised capital to fund business expansion and developed path-breaking medical informatics systems. Rishi changes what is possible.
Before joining Next Street, Rishi was co-founder and CEO of Fitness Forward, a national public health organization that helps children make healthier choices. His company’s innovative educational and social media programs produce documented success: kids that eat better, watch less TV and exercise more. A few years earlier, he spearheaded the development of a first-of-its-kind pediatric nutrition unit at Boston Medical Center, the largest safety-net hospital in New England.
Why Next Street? The firm’s unusual reach gives Rishi an opportunity to apply his unusual skills towards creating economic impact. Rishi has a B.A. in Neuroscience from Boston University and an MBA from Harvard Business School. He has published articles in medical and engineering journals and is a regular speaker in healthcare and entrepreneurship circles in Boston and beyond. As a volunteer, he helps low-income patients and families from area hospitals connect with affordable housing, job training, and nutrition assistance.
Courtney sees the whole field. A background in qualitative research on industries, companies and legal matters gives her a wider perspective than data alone can provide. She can make sense of dense transaction data and public filings and how shifts in public perceptions affect our clients. At Analysis Group she used these skills to chart the changing landscape faced by large financial institutions. A strong communicator, she has helped prepare expert witnesses for trial and delivered corporate training programs. She was a Teaching Assistant at Williams and a Research Assistant at the Wharton School.
Why Next Street? Courtney came to Next Street to put her mastery of Economics into practice, helping companies and institutions make real-time decisions that affect the cities around them as well as their own strategic goals. She holds a Bachelor of Arts degree in Economics and Spanish from Williams College, where she captured the scholar athlete award as co-captain of the swimming and water polo teams.
The Office Manager title doesn’t fully cover her role at Next Street, or in the community beyond. Brenda brings a world of experience to the business functions that really matter to people. She plans the events that mark our milestones. She integrates competing priorities with grace, and makes sure everyone gets the resources that the job needs.
Why Next Street? Brenda has devoted her business career to organizations that make a difference. She has managed programs for early learning and at-risk girls. She has strengthened community centers. Before joining Next Street, she ran the office of Initiative for a Competitive Inner City. In 2012, she was elected a Trustee of Roxbury Prep, one of Boston’s most successful charter schools.
Brenda earned her Bachelor of Arts Degree in Business Management at Alabama A&M University, and her southern roots go deep. She counts over 300 cousins on her father’s side alone. This may account for her love of catering and cooking. “In my second life,” she says, “I will open up a restaurant.”
As Talent Analyst, Mike sources, identifies and recruits top-shelf talent for Next Street’s clients. By using both traditional techniques and new technologies, he helps Next Street clients connect with the right candidates to fill any role.
After graduating from Bryant University where he first developed an interest in recruiting, Mike interned with Management Search Inc. and Lloyd Staffing, learning the intricacies of both retained and agency style recruiting. From sourcing for food service companies to nonprofits, from entry-level to executive level positions, he knows that each role needs to have its own customized approach, and he’s up for the toughest challenge. He roots for the Mets, after all.
Why Next Street? Mike saw in Next Street an opportunity to be a part of “an organization with a great mission.” And he has a natural affinity for the small businesses owner: staying open-minded and unafraid to take risks provides him with the vision to see well outside the proverbial box.
Next Street gives me the unique opportunity to
serve not just our clients but the communities around them.