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Investment Team
AFC consists of world-class operators and entrepreneurs who all share a
common goal of building lasting value for our customers, associates,
shareholders, and communities. Listed below are some of the members of our
Investment Team.
Graham P. Weihmiller, Managing Partner & Limited Partner
(graham@americanfranchisecompany.com)
Mr. Weihmiller is the Managing Partner of American Franchise Company. He is also a Limited Partner in the fund. Mr. Weihmiller is an entrepreneur with a depth of experience in leadership, general management, and performance improvement at world-class organizations. Most recently, he held senior leadership and performance improvement positions with Bank of America in Charlotte, North Carolina and in New York City. There, he led global business growth initiatives in the Bank’s Equity Derivatives business unit in New York City ($1B and 300 FTE) where he held the title of Principal. Prior to this role, Mr. Weihmiller was a Senior Vice President within the Bank’s Global Commercial & Investment Banking Group ($20B and 30,000 FTE) and a Senior Vice President within the Commercial Banking Group ($10.7B and 8,700 FTE), both based in Charlotte. In both cases, he led revenue growth and cost reduction initiatives within 22 business units operating in the US, Europe, and South America. Prior to these roles, Mr. Weihmiller was a Vice President within the Bank’s Merchant Services business ($400M and 1,000 FTE) also based in Charlotte. In this business unit, he drove a major nationwide revenue improvement and cost reduction initiative and led a Process Excellence initiative for a telesales center in Richmond, Virginia, earning a 99% excellence rating (the highest rating given in that division at the time). Following Bank of America’s acquisitions of Fleet Bank, based in Boston, Massachusetts and National Processing Corporation, based in Louisville, Kentucky, he led sales force optimization, middle office integration, and call center consolidation initiatives that enhanced revenues and increased operating leverage.
Mr. Weihmiller is trained in Lean Enterprise, Process Excellence, Design for Six Sigma, and has earned his Six Sigma Black Belt designation. Six Sigma, pioneered by Motorola, enhanced under Jack Welch at G.E., and later applied with benefits across industries, is a disciplined and rigorous approach to business performance improvement. Given its focus on reducing variation in performance levels, Six Sigma is well suited to improving and growing franchised businesses. In 2006, Bank of America selected Mr. Weihmiller to participate in Leader Forum, its intensive leadership program for top-performing executives.
Mr. Weihmiller also has a depth of entrepreneurial experience. He was formerly the CEO of RFQ4 Inc., a thirty-person technology and consulting business based in New York City that focused on automating the business processes of colleges and universities. He founded the business in 1998 and led it for three years. The company was featured in The Wall Street Journal, Crane’s Business, BBC News, and Fox News, in addition to popular trade press.
Mr. Weihmiller also worked with Booz Allen & Hamilton in New York, where he developed the strategy for a well-known telecommunications equipment manufacturer based in New Jersey to reach profitability during an industry downturn. He also worked with Merrill Lynch in New York City, where he helped build the firm’s technology-focused institutional equity research sales desk that later became a top-performing business on Wall Street. He has also done consulting work for several small growth-oriented companies in New York and in Virginia and has completed key initiatives for J.P.Morgan’s Internal Audit Group in New York, Merrill Lynch’s Private Client Group in Virginia, and the Office of President Personnel at the White House in Washington, D.C.
Mr. Weihmiller received his MBA from Harvard Business School, where he was elected president of his section and won the MBA Award for service to the institution. He received an undergraduate degree in Finance from the College of William & Mary in Virginia, where he was inducted into seven academic honor societies, elected to the College’s Honor Council, and elected president of Phi Eta Sigma Honor Society.
Mr. Weihmiller has participated in training by the International Franchise Association (IFA) and he completed the innovative Franchise Certificate Program at the University of Texas in El Paso. The course was led by experts in franchising from across the United States who gave intensive courses on franchise operations, legal aspects of buying and operating a franchised business, personnel and labor law, financial controls and accounting, risk management, training and communications, site selection and lease purchase. Mr. Weihmiller was selected to attend the program on scholarship from Dunkin Brands, franchisor of Dunkin Donuts, Baskin-Robbins, and Togo’s restaurants. Mr. Weihmiller also has prior experience working in franchises from an early age – Baskin-Robbins and Bennigan’s Grill & Tavern – both in Virginia, as well as experience with two additional restaurant concepts – the American Café and The Seaport Inn.
Mr. Weihmiller is currently the President of the Harvard Business School
Club of Charlotte. He is also a member of the Association for Corporate Growth and Myers Park Methodist Church – both in Charlotte. He has completed five marathons and several long-distance cycling events. He is a triathlon competitor, and successfully summitted Mount Kilimanjaro in Tanzania in February of 2005. Originally from Virginia, he has traveled to thirty-four countries, and is an active community volunteer – serving in men’s shelters and raising funds for heart disease and MS. In the wake of Hurricane Katrina, he joined an early-response team serving in Biloxi, Mississippi.
Aaron Beck, Senior Associate
aaron@americanfranchisecompany.com
Aaron T. Beck is a Senior Associate with American Franchise Company where he focuses on deal generation as well as research and due diligence on potential acquisitions.
Before joining American Franchise Company, Mr. Beck worked with the Transactional Group at James, McElroy & Diehl in Charlotte, North Carolina. At James, McElroy & Diehl, he represented clients in the areas of business formation, tax law, and securities law.
Mr. Beck gained valuable experience in the financial industry while working at BlackRock Financial Management in New York, New York, and Banc of America Capital Management in Charlotte. He worked as a Sales Consultant to financial advisors nationwide at both BlackRock and Banc of America Capital Management.
Mr. Beck has Midwestern roots and is a graduate of the University of Nebraska-Lincoln. Recently, he graduated from Valparaiso University with his Juris Doctor and MBA. At Valparaiso University, he was a member of the Graduate Student Advisory Council and served as the President of the Student Bar Association.
Joshua Ziolkowski, Senior Associate
joshua@americanfranchisecompany.com
Joshua Ziolkowski is a Senior Associate with American Franchise Company where he focuses on opportunity generation and review.
Mr. Ziolkowski brings a variety of experiences to the company. He has corporate financial experience with Wachovia Securities and also with Banc of America Investments. In addition, he has entrepreneurial and general management experience gained while building and operating a successful service business in North Carolina. Separately, he also has operated a franchised business in a tier one franchising system.
Mr. Ziolkowski graduated with a BA in Political Science from the College of William & Mary where he received an athletic scholarship from the baseball team. He will earn his MBA from the Belk School of Business at the University of North Carolina at Charlotte in the fall of 2008. In his spare time, Mr. Ziolkowski competes in sprint distance triathlons and trains in the Ken Zen Ichii Martial Arts System where he holds a brown belt.
Tanner Fritz, Associate
tanner@americanfranchisecompany.com
Mr. Fritz is an Associate at American Franchise Company and responsible for
sub-sector research, opportunity generation, and due diligence on potential
transactions. Previously, Mr. Fritz worked as a marketing intern at
NeoMedia Technologies where he was responsible for market research, brand
building, trade events, and business development. Prior to NeoMedia, he
coordinated events and fundraising for YoungLife in Fort Myers, Florida.
Mr. Fritz is currently enrolled in the M.B.A program at The University of
North Carolina at Charlotte, Belk College of Business. Mr. Fritz graduated
Summa Cum Laude in Business Administration from Florida Gulf Coast
University where he competed as a member of the Men's Basketball team. Mr.
Fritz travels internationally as a volunteer with HoopLife, an innovative
program that benefits youth in other countries.
Graces Hayes, Communications Manager
grace@americanfranchisecompany.com
Ms. Hayes has been Administrator for the Harvard Business School Alumni Club of Charlotte for the past 7 years as well as Administrator for the Charlotte Business School Alliance for the past 2 years. Prior to these roles, she was a Bookkeeper with Mayfield Consulting. Prior to raising her 2 children, she worked at Eastern Airlines as a Senior Programmer and at NASA as a Mathematician. Ms. Hayes earned a B.S. degree in Mathematics from the University of North Carolina at Chapel Hill.
Derek Jones, Analyst
derek@americanfranchisecompany.com
Derek Jones is an Analyst with American Franchise Company and responsible for opportunity generation and due diligence on investment opportunities. Mr. Jones' background includes working with MarketSource, Inc. a firm that partners with leading manufacturers to increase retail sales by enhancing sales training and merchandising in major retailers in the US. Prior to MarketSource, Mr. Jones helped found an electronics wholesale distributorship. He has also participated in several other internships, including a program with Hewlett Packard. Mr. Jones received his B.S. in Biological Business Management from North Carolina State University where he conducted botany genetics research that was co-published. At the University, he was also active in campus organizations including being a pitcher for the club baseball program. Mr. Jones is originally from Raleigh, North Carolina.
Michael Strupe, Analyst
michael@americanfranchisecompany.com
Mr. Strupe is an Analyst at American Franchise Company and responsible for
opportunity generation, opportunity evaluation, and sub-sector research.
Mr. Strupe is currently enrolled in the M.B.A. class of 2009 at Vanderbilt
University's Owen Graduate School of Management. Mr. Strupe recently earned his B.A., Suma Cum Laude, in Business Administration from Queens University of Charlotte. While at Queens, Mr. Strupe worked as an intern at Keane Capital Management and was nominated by the faculty of the McColl School of Business, at Queens, as the most Outstanding Business Administration Student. Prior to attending Queens, Mr. Strupe served in the United States Marine Corps. In the United States Marine Corps., Sergeant Strupe was an operator in a Force Reconnaissance Platoon. Sergeant Strupe held multiple positions within a Reconnaissance Team and is a Veteran of Operation Iraqi Freedom.
Brad Brown, Limited Partner
Mr. Brown is a senior partner of McKinsey & Company. He is also Location Manager in the Northeast U.S. for McKinsey's Business Technology Office (BTO) and the leader of McKinsey's IT practice in the insurance sector. In his client work over the past sixteen years, he has worked with Fortune 100 financial institutions, covering insurance, investment banking, retail banking, and asset management. Prior to joining McKinsey, Mr. Brown spent eleven years at Arthur D. Little, Inc., where he became Managing Director of the firm's North American information technology practice. Mr. Brown received his BA cum laude from Dartmouth College, an MSEE in Computer Sciences from the University of Pennsylvania, and an MBA with distinction from the
Wharton School.
Craig Burr, Limited Partner
Mr. Burr is a founder of Burr, Egan, Deleage & Co., a private investment firm with over $400 million under management. Mr. Burr's career has been devoted almost exclusively to venture capital activities, and he has backed numerous leading growth companies in a variety of different industries. Previously, Mr. Burr was a Partner at TA Associates. He has been a member of the Board of Directors of the New England Venture Capital Association. He serves on the Boards of Directors of several private companies. Mr. Burr received his BA, cum laude, from Harvard College and his MBA from Harvard Business School.
Stephen Clearman, Limited Partner
Mr. Clearman is the Managing Partner of Kinderhook Partners, an investment partnership founded in 2003 that is focused on making long-term investments in small public companies and to a lesser degree promising private companies. Prior to Kinderhook Partners, in 1984 Steve co-founded Geocapital Partners, a leading venture capital fund managing over $500 million in a series of partnerships in North America and Europe. Before Geocapital, Steve was a Partner at Adler & Company, a NY-based venture capital firm. He was also a consultant at Bain & Company. He has been a director of numerous public and private companies. Steve received a B.A. in Mathematics from Haverford College, an M.S. in Electrical Engineering from Columbia
University, and a J.D. from Harvard University.
David Dodson, Limited Partner
Mr. Dodson is currently a Managing Director with Headwaters MB, a NASD-member middle-market merchant banking firm with offices in Boston, Denver, and Atlanta. Mr. Dodson has been the CEO or Chairman of six middle market companies, and has acquired and/or sold 55 companies in that role. He has also led multiple capital raises as CEO or Chairman with a range of private equity firms, including TA Associates, Bain Capital, Housatonic Partners, the Centennial Funds, and others. He currently serves as Chairman of Wind River Management Inc., was formerly Chairman of Worldbridge Broadband Services Inc., and has been Chairman & CEO of ADAP Inc. and Smith Alarm Inc.
Mr. Dodson has served on the boards of 16 middle market companies in which he was also a private investor, and as a board member Mr. Dodson has played a role in numerous debt and equity raises as well as ten significant M&A transactions.
Prior to his entrepreneurial and private equity career, Mr. Dodson worked for McKinsey & Company. He holds a B.A. from Stanford University (Economics), and an M.B.A. from the Stanford University Graduate School of Business.
Bill Egan, Limited Partner
Bill is a founder and General Partner of Alta Communications. He founded Alta’s predecessor firm, Burr, Egan, Deleage & Co., in 1979, and has identified and backed several of America’s leading growth companies in the information technology, life sciences, and communications industries. Prior to founding Burr, Egan, Deleage & Co., Bill was a Partner at TA Associates. Bill began his career as a Manager of Venture Capital for New England Enterprise Capital Corporation. He is past President and Chairman of the National Venture Capital Association, a Trustee of Fairfield University, a Trustee of the University of Pennsylvania, a Trustee of the Isabella Stewart Gardner Museum, and a Trustee of the Duniry Foundation. Mr. Egan is a member of the Board of Directors of Cephalon, Inc., and also serves on several Boards of Directors of various privately held communications, cable, and information technology companies. Bill received a degree in Economics from Fairfield University and an MBA from the University of Pennsylvania’s Wharton School of Finance.
David Frankel, Limited Partner
David Frankel is the co-founder of Altirah Capital, a South African private
equity & hedge fund group. He is also a director of Rand Merchant Bank.
David was the CEO and co-founder of Internet Solutions, the largest ISP and
private data carrier in Africa. He was an executive director of Dimension
Data plc from 2000-2004 (post selling IS to Didata). Mr. Frankel was the
founder and Chairman of HealthBridge & is currently the Chairman of Cura
Risk. In 1998, David was voted Computer Society of South Africa's
"Information Technology Person of the Year". In 2000, he was voted the South
African Technology Achiever of the Century, by the Financial Mail. The World
Economic Forum later selected him for the GLT program in Davos, Switzerland.
David holds an honors degree in Electrical Engineering and, post selection
for the Fulbright Foreign Scholarship Program, earned an MBA with
distinction, from the Harvard Business School. Mr. Frankel is the Founder of
ISPA (the South African Internet Service Providers Association) and he
currently serves on the boards of several non-profit organizations including
Foundation 2000, the Kind David Schools Foundation and Endeavor South
Africa. He lives with his wife Tracey & daughters in Johannesberg, South
Africa.
JJS Associates, Limited Partner
JJS Associates is an investment partnership primarily focused on alternative
investments including global hedge fund type strategies, venture
capital/private equity, and fixed income.
Mr. David Hirsch is founder and general partner of JJS Associates. He is
also a highly experienced bond/currency trader and is a former Commodity
Trading Advisor (CTA). Mr. Hirsch is a former senior executive of Welbilt
Corporation, a global food service equipment manufacturer. At Welbilt, he
served as Treasurer, CFO spanning the years 1980-1989. He also has
extensive experience in commercial and residential real estate. He holds a
BA in Economics from Cornell University and an MBA from Columbia
University. Mr. Hirsch, an experienced investor and entrepreneur, has been
investing in start-up companies for over 35 years.
Mr. Jason Hirsch is a managing partner of JJS Associates. He is also
managing
member of Welbilt Realty Partners where he is engaged in global investment
sales and financing opportunities. Previously, Mr. Hirsch was at Colliers
ABR, a global commercial real estate services firm. Prior to this, Mr.
Hirsch was a partner at Carpedium Technology Ventures, a venture capital
fund focused on Israeli technology companies. He was a member of the
institutional Japanese equity sales team at Merrill Lynch and began his
career as a management associate with the global corporate banking unit of
Citigroup. Mr. Hirsch has also worked in the hotel industry and is closely
tied to the hedge fund industry. He holds a B.S. in Hotel Administration
from the School of Hotel Administration at Cornell University and an M.S. in
Real Estate/Finance from New York University. He is a licensed real estate
salesperson in New York State.
Larry Lepard, Limited Partner
Mr. Lepard has spent his entire 27 year career as an investor, principally focusing on venture capital opportunities. Prior to co-founding EMA, Mr. Lepard spent 13 years at Geocapital Partners, in Fort Lee, NJ. There he was one of two Managing General Partners and was responsible for several venture capital funds. Prior to Geocapital, Mr. Lepard spent 7 years at Summit Partners in Boston and California, where he was a General Partner in Summit I and Summit II. Mr. Lepard received his BA in Economics from Colgate University, and he received an MBA with Academic Distinction from Harvard Business School.
John Moran, Limited Partner
Prior to starting 523 Capital, John was President and CEO of Classic Party Rentals, Inc. He founded and built the nation's largest event rental company with $85 million in revenues. Backed by talented GMs and their teams, John and his Operating Partner reshaped the party rental industry by effectively integrating eleven acquisitions in California and Arizona. The company executed on a plan that leveraged best practices, improved asset utilization, developed a strong brand, centralized IT and finance and built a sustainable culture. The company continues to thrive with sales of $180 million. See www.classicpartyrentals.com.
523 Capital was named for the date John started his first "search fund" (5.23.96) and when his non-competition agreement expires in California (5.23.08).
Prior to founding Classic, John was General Manager of the French subsidiary of Pharmaceutical Marketing Services, Inc. (NASDAQ: PHRMX). Based in Paris, the company targeted pharmaceutical advertising to medical specialists. Previously, John founded and built the largest franchisee network of test preparation centers of The Princeton Review (NASDAQ: REVU) with 25 teaching locations in seven states. See www.princetonreview.com
John has a BA from Northwestern University and an MBA from Harvard Business School.
Michael O’Connell, Limited Partner
Michael F. O’Connell is President of M20, Inc, a family investment office,
primarily invested in venture capital. Presently, M20, Inc. is invested in over 26 private companies. Mr. O’Connell is also a Director and C.F.O of the Leonetti/O’Connell Family Foundation. Prior to M20, Inc., Mr. O’Connell was a Managing Director and President of Anhalt, O’Connell & Steffanci Inc., an investment management firm with $800 million under management. He holds a B.A., with high honors, from Harvard College and an MBA from Harvard Graduate School of Business.
Eric Rosen, Limited Partner
Mr. Rosen is a partner of MSD Capital, L.P., and is responsible for leading the firm's private equity group. MSD Capital is the private investment firm that was established to exclusively manage the capital of Michael S. Dell and his family. The firm currently manages over $10 billion of assets in a multi-disciplinary approach encompassing traditional private equity, real estate and investments in publicly-traded securities. Prior to joining MSD, Eric was a Managing Director of Onex Corporation, where he spent the last sixteen years. Onex is a diversified holding company operating through autonomous subsidiaries and strategic partnerships. At Onex, he provided leadership on a broad mix of the firm's investments in the industrial and consumer areas. Prior to joining Onex in 1989, Mr. Rosen was a member of the Mergers & Acquisitions and Merchant Banking Groups of Kidder, Peabody & Co. He received an M.B.A. from the Stanford Graduate School of Business in 1987 and a B.S. in Economics, magna cum laude, from the Wharton School of the University of Pennsylvania in 1983.
Bill Sahlman, Limited Partner
William Sahlman is the Dimitri V. d'Arbeloff - Class of 1955 Professor of Business Administration at Harvard Business School. The d'Arbeloff Chair was established in 1986 to support teaching and research on the entrepreneurial process. The Chair honors the late Dimitri d'Arbeloff (HBS '55), whose entrepreneurial skills helped make Millipore Corporation a world leader in its industry.
Mr. Sahlman received an A.B. degree in Economics from Princeton University, an M.B.A. from Harvard University, and a Ph.D. in Business Economics, also from Harvard.
His research focuses on the investment and financing decisions made in entrepreneurial ventures at all stages in their development.
Mr. Sahlman has written numerous articles on topics including entrepreneurial management, venture capital and private equity, deal structuring, and the role of entrepreneurship in the global economy. He is completing work on a trade book tentatively titled "Being Entrepreneurial," which describes lessons learned from studying hundreds of successful and unsuccessful ventures over the past 25 years. Mr. Sahlman has published over 150 case studies on entrepreneurial ventures around the world.
In 1985, Mr. Sahlman introduced a new second-year elective course called Entrepreneurial Finance. That course has been taken by over 8,000 students since it was first offered. Mr. Sahlman and an HBS co-author, Paul Gompers, published a casebook in 2002 entitled Entrepreneurial Finance (Wiley). In 2000, he helped introduce and teach a new course in the first year called The Entrepreneurial Manager. In 2006, he and HBS co-authors, Michael J. Roberts, Howard H. Stevenson, Paul Marshall, and Richard G. Hamermesh, published a casebook entitled New Business Ventures and the Entrepreneur (McGraw Hill - Irwin).
Mr. Sahlman is Senior Associate Dean for External Relations. He was co-chair of the Entrepreneurial Management Unit from 1999 to 2002. From 1991 to 1999, he was Senior Associate Dean, Director of Publishing Activities, and chairman of the board for Harvard Business School Publishing Corporation. From 1990 to 1991, he was chairman of the Harvard University Advisory Committee on Shareholder Responsibility. He is a member of the board of directors or board of advisors of several private companies and not-for-profit organizations.
Jim Southern, Limited Partner
Mr. Southern is manager member of JS Capital Partners, an acquisition company focused on service businesses in high growth industries. He served as Chairman and CEO of Continental Fire & Safety Services, a privately held company providing fire safety services to commercial and industrial customers; and Uniform Printing, a national printer of specialty insurance forms and documents. Mr. Southern serves or has served on the boards of ten privately held companies and is an investor in more than 20 privately held companies. Mr. Southern received his BA from Southwestern University and MBA from Harvard Business School.
Howard Stevenson, Limited Partner
Prof. Stevenson is the Senior Associate Provost for Harvard University. He is also the Sarofim-Rock Professor of Business Administration and Senior Associate Dean, Director of External Relations at Harvard Business School. He has authored, co-authored, or edited six books, forty-one articles, and over one-hundred-fifty Harvard Business School case studies. Prof. Stevenson was a founder and the first president of the Baupost Group, Inc., an investment management firm that manages partnerships investing in liquid securities for wealthy families, which he grew to over $400 million in assets. Prof. Stevenson is an investor and board member in numerous private and public companies. He received his BS in mathematics, with distinction, from Stanford University and his MBA, with high distinction, and DBA degrees from Harvard Business School.
Steven Wheelright, Limited Partner
Steve Wheelwright is the Edsel Bryant Ford Professor of Business Administration, Emeritus at Harvard Business School.
From 2003-2006, Professor Wheelwright was a Baker Foundation Professor and Senior Associate Dean, Director of HBS Publication Activities. In that role, he oversaw the HBS Publishing Company (including HBR, HBS Press books, HBS cases, e-Learning products, and newsletters/conferences). He also oversaw the major on-campus construction projects. From 2000-2003, after retiring from the faculty, he and his wife fulfilled a full-time voluntary assignment as the President of the London, England Mission for the Church of Jesus Christ of Latter-day Saints. From 1995-1999, Professor Wheelwright served as Senior Associate Dean responsible for the MBA Program. He then served as Senior Associate Dean and Director of Faculty Hiring and Planning and had oversight responsibility for distance learning. Professor Wheelwright last taught the required first-year course in Technology and Operations Management and in a number of HBS Executive Education Programs. Currently he and his wife are serving in a full-time voluntary assignment at Brigham Young University – Idaho (located in Rexburg, ID), working under the direction of University President Kim Clark, former Dean of HBS.
Professor Wheelwright first taught at Harvard from 1971-1979 and was the Thomas Henry Carroll-Ford Foundation Visiting Professor from 1985-1986. He rejoined the Harvard faculty in 1988. In his years away from Harvard, he was the Kleiner, Perkins, Caufield and Byers Professor of Management at Stanford University Graduate School of Business. In his position at Stanford, he directed the strategic management program and was instrumental in initiating the manufacturing strategy program. In his research, Professor Wheelwright examines product and process development and their connection with competitive advantage and operations excellence. His newest book, developed with HBS colleague Clayton Christensen and Stanford colleague, Robert Burgelman, is Strategic Management of Technology and Innovation, 4th ed. (Boston: McGraw-Hill Irwin, 2004).
Along with Harvard colleagues Bob Hayes, Gary Pisano and Dave Upton, Professor Wheelwright published Operations, Strategy and Technology - Pursing the Competitive Edge (New York:John Wiley and Sons, 2004), a complementary volume to the highly regarded books, Dynamic Manufacturing: Creating the Learning Organization (New York:Free Press, 1988) and Restoring Our Competitive Advantage-Competing Through Manufacturing (New York: John Wiley and Sons, 1980). He has also co-authored several works with Harvard Business School colleague Kim Clark, including Leading Product Development: The Senior Manager's Guide to Creating and Shaping the Enterprise (Free Press, 1995). Professor Wheelwright is also the author or co-author of more than a dozen other books.
Professor Wheelwright has a B.S. degree in Mathematics from the University of Utah and an M.B.A. and Ph.D. from Stanford University's Graduate School of Business. In addition to his Harvard and Stanford positions, Professor Wheelwright served on the faculty of INSEAD (European Institute of Management) in Fontainebleau, France. He was Vice President of Sales in a family-owned printing company and has consulted in the areas of business/operations strategy and improving product development capabilities. Professor Wheelwright currently serves as a Board member at O.C. Tanner Company (service awards), Merrimack Pharmaceuticals (biotech), Quantum Corporation (data storage), at Zions Bank (banking), and at CheckSum (circuit board testing equipment).
