Barry M. Davis
Ingrid X. Medina
Tameka B. Moss
Alexandra San Roman
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.
Prior to founding Next Street,
Tim was a Senior Managing Director of Putnam Investments, leading all
investment activities and information technology initiatives. Under his
leadership, the company experienced rapid growth with assets amounting to over
$400 billion. Prior to joining Putnam, Tim was CEO of HSBC Asset Management,
where he supervised institutional and retail investment management, life
insurance and private equity businesses. He also worked as CEO of County
NatWest Securities, taking on responsibility for the bank’s worldwide equity
securities business. Tim started his career in the graduate trainee program of
Hambros, the English merchant bank.
Tim is a board member of
the Initiative for a Competitive Inner City, a trustee of the Institute of
Contemporary Art, and President of the Boston Children’s Chorus. He is also a
founding board member of the School of Public Policy and Urban Affairs at
Northeastern University and is a member of The Brookings Institution’s
Metropolitan Leadership Council. Tim holds a B.A. in Politics, Economics and
Law from the University of Buckingham.
Barry has been involved with Next Street since its founding — first as an advisor, then an investor, and most recently as a Managing Partner. Barry brings a wealth of experience and leadership in the financial services sector to Next Street.
Previously, Barry worked at Morgan Stanley, rising from the trading desk to the Global Equity Operating Committee over a 26-year career. While at Morgan Stanley, he developed integrated services offerings for investors and major clients. Before Morgan Stanley, Barry held positions at Bear Stearns & Co. and Santangelo & Co.
Barry is an avid mentor of start-up organizations and is active in several volunteer and charitable organizations in New York. As a Board member of St. Vincent’s Hospital, Barry helped the organization through bankruptcy by engineering a merger of Saint Vincent’s Westchester facilities and Saint Joseph’s Medical Center. Barry holds a B.S. in Economics from Boston College.
Jon oversees Next Street’s Advisory
and L&D practices and leads engagements across our client portfolio,
including small businesses, anchor institutions, government entities and
nonprofits. Under Jon’s leadership, Next Street’s advisory practice has grown
from inception to a highly regarded base of “blue chip” clients across New
Jon has more than 15 years of experience in consulting and he has a track record of combining financial and strategic decision making with economic development. His experience ranges from Fortune 50 companies to small companies in nearly every industry sector. Prior to Next Street, Jon was a consultant at Marakon Associates, Galt & Company, and he ran his own business for six years.
Jon is a frequent speaker at civic events, is a board member of Building Impact, and is active in numerous community organizations. He has a B.A. in Economics from Yale University.
Amir oversees Next Street’s Capital business. In this role, he is building a full-service capital advisory practice for Next Street’s clients while also pushing innovations in community and economic development finance. Before Next Street, Amir was a Director at Citi Community Capital and he was the relationship manager for the Community Impact Finance business. In this capacity he managed loan origination for numerous clients across the US, including CDFIs and nonprofits.
Amir was the lead banker for the Communities at Work Fund, LP, a national $200M commitment to small business lending in low-income communities, and for the Next Street Opportunity Fund, a $25M senior secured facility that finances growth-oriented small businesses in urban markets.
Amir began his career in
community development finance at the Chicago Dwellings Association. Subsequent
to that, he worked for the Housing Partnership Development Corporation. Amir
holds a B.A. in Political Science from Aurora University.
Adina leads Next Street’s Advisory practice in Boston, where she advises business owners on growth strategies, personnel development, and financing. Most recently, Adina has served as a thought leader for Next Street’s anchor institution platform, food cluster analyses, and institutional procurement strategies. Adina has led key engagements focused on supporting local and diverse small businesses through institutional procurement, with entities such as Federal Reserve Bank of Boston, Johnson and Wales University, the City of Detroit, and the City of New Orleans.
Adina brings over a decade of experience at McKinsey, the world’s most respected consulting firm, where she helped clients navigate a rapidly changing health care environment. As a senior consultant at Water Street Partners in Washington, she helped health providers and insurers improve technology, efficiency and care. She led investors to growth companies and is now helping Next Street clients find financing.
Adina has a B.A. from Harvard College and an MBA from Harvard Business School.
Trevor leads Next Street’s Advisory practice in New York City, where he advises business owners and nonprofits on growth strategies, personnel development, and financing. He is an experienced corporate strategist and has worked, both domestically and abroad, in an array of industries, including construction, consumer products, chemicals, technology, healthcare, nonprofits, and entertainment. At Next Street, Trevor is responsible for overseeing business development, client relationship management, and engagement execution. Trevor has led key engagements focused on supporting local and diverse small businesses through institutional procurement and capacity building with entities, such as the New York City Economic Development Corporation, Johns Hopkins University, the City of New Haven, and the New York City Department of Small Business Services.
Prior to joining Next Street, Trevor worked at Monitor Deloitte where he managed teams of consultants on strategic growth projects for Fortune 1000 clients, developed and executed innovative strategic agendas, and oversaw client relationships.
Trevor holds an MBA from University of Virginia’s Darden School of Business and a BA from Tufts University.
Tameka leads Next Street’s learning and development practice, which is focused on the diverse human capital needs of our client companies. In this capacity she applies her talent management experience to advise clients on the best approach to attract, retain, and develop their talent. Her experience spans from managing diverse work teams and overseeing organizational assessments, to solution design, facilitation, and execution for industries as diverse as financial services, manufacturing, retail, professional services, not-for-profit, healthcare, and pharmaceuticals. She also specializes in leadership development and performance initiatives
Tameka holds a dual B.A. in Sociology and African-American Studies with a concentration in history from Yale University where she received a Master’s Cup and the Elm and Ivy Award for her dedication to community service and strengthening the relationship between Yale and the surrounding New Haven neighborhoods. She has been a speaker at the Linkage Organizational Development Summit and for the New England Human Resources Association South Shore Workshop series, and is an author for Workforce Magazine.
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.”
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.
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.
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.”