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WINTHROP PROFESSIONALS
Elizabeth (Beth) Bartle, based in Philadelphia, provides archival services to Campbell Soup Company in Camden, N. J. Before that, she
used archival documentation to assist the Natural Resources Defense Council with the compilation of its docket. She served as a reference/serials librarian at
Rosemont College in Pennsylvania, and did her archives internship at the Friends Historical Library on projects for the college archives of Swarthmore College.
Ms. Bartle has a Masters degree in library and information science from Drexel University in Philadelphia.
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Benjamin Z. Brown is a native of Northern California and holds an MLS with a focus on archives and records management from the University of Maryland. Prior to joining Winthrop
Group, he worked at the Smithsonian Institution National Anthropological Archives processing the institutional papers of the office of the Handbook of North American Indians, among other projects.
He also interned with the National Archives and Records Administration. Benjamin is a member of the Society of American Archivists.
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Frederick A. B. Dalzell, a senior consultant with The Winthrop Group, has served clients in financial services, consumer goods, and manufacturing.
His most recent book is Rising Tide: Lessons from 165 Years of Brand Building at Procter & Gamble (with Davis Dyer and Rowena Olegario).
Formerly a research associate at Harvard Business School, he has taught history at Harvard University and Williams College and developed and scripted an award-winning NEH-funded web site
project with Mystic Seaport on the Amistad Revolt. Mr. Dalzell holds a Ph.D. in history from Harvard University.
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Davis Dyer is a founding partner of The Winthrop Group. He is an expert on the evolution of large organizations, and the author or co-author of books, articles,
and management case studies, including Rising Tide: Lessons from 165 Years of Brand Building at Procter & Gamble (with Frederick Dalzell
and Rowena Olegario); TRW 1901-2001: A Tradition of Innovation, The Generations of Corning: The Life and Times of a Global Corporation (with Daniel Gross); and Changing Fortunes: Remaking the Industrial Corporation (with Nitin Nohria and Frederick Dalzell). Dyer writes,
teaches, and consults widely on strategic management. A former associate editor of Harvard Business Review, Mr. Dyer also heads Winthrop’s practice in editorial services and recently
co-authored with legendary CEO Charles F. Knight, Performance without Compromise: How Emerson Consistently Achieves Winning Results.
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Linda Edgerly, a founding partner and currently Managing Director of The Winthrop Group, is Director of Winthrop’s Information and Archival Services Division.
She is among the most experienced consultants in business and organizational archives in the United States. Her clients include The American Academy in Rome, the Andrew W. Mellon
Foundation, the Bill and Melinda Gates Foundation, Bill Blass Ltd., The Boeing Company, Ford Motor Company, the John S. and James L. Knight Foundation, Kraft Foods, Macy's,
MCA/Universal Pictures, New York City Ballet, the Open Society Institute (Soros Foundations), Pendleton Woolen Mills, USA TODAY, Weyerhaeuser Company, and the Whitney Museum.
Ms. Edgerly has chaired the Business Archives Section of the Society of American Archivists, of which she is also a Fellow, and is the author of “The Present and Future of
Corporate Archives” in Business and Economic History.
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Andrea Gietzen came to Winthrop Group in 2008 specifically to work on a private archival collection in Lake Tahoe, Nevada. A native of Michigan, she earned her
MSI in Archives and Records Management from the University of Michigan’s School of Information in 2006. (Her Bachelor’s degree from Oakland University is in Art History.) Other
professional experience includes managing various digital reformatting initiatives at the University of Michigan’s Harlan Hatcher Library, serving as a photograph cataloging
specialist at the Benson Ford Research Center of the Henry Ford Museum, and her position as Archivist at the American Heritage Center at the University of Wyoming. Andrea is a
member of the Society of American Archivists (SAA) and the Midwest Archives Conference (MAC).
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Margaret Graham is a founding partner of The Winthrop Group and is a leading scholar of business research and innovation. Among her books
are RCA and the VideoDisc: The Business of Research, R&D for Industry: A Century of Technical Innovation at Alcoa (with Bettye
H. Pruitt), and most recently, Corning and the Craft of Innovation (with Alec T. Schuldiner). Formerly a professor at Harvard
Business School and Boston University School of Management, she currently is a member of the Faculty of Management at McGill University in Montreal. She has served also
as Manager of Research Operations and Organizational Learning at Xerox’s advanced research center in Palo Alto. Ms. Graham teaches and consults in the areas of strategy
and innovation, organizational learning, and the management of intellectual assets.
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Daniel Gross a Winthrop alumnus and occasional consultant on Winthrop projects, is an accomplished financial journalist and popular historian.
He writes the weekly "Contrary Indicator" column for Newsweek as well as the "Moneybox" column for the online magazine, Slate. He has
written for The New Republic and Bloomberg Business News and is a frequent contributor to the Washington Post, New York Times, CFO, and Crain's New York Business. A popular historian, he is the author of Forbes’ Greatest Business Stories of All Time, and works
for Winthrop on research and writing projects in the financial services and media industries.
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Richard Hobbs brings to clients in the Pacific Northwest more than twenty years of experience as an archivist, historian,
records manager, and writer. He joined Winthrop Group in 2008 and is based in Seattle. He has created digital archives and provided archives
and records management services to businesses, state and local governments, the University of Washington, as well as the Government of Bahrain.
Hobbs co-authored Frontier Bank: The First 25 Years, 1978-2003, two books on historic bridges as well as a family biography The Cayton
Legacy: An African American Family. The web site he prepared for the Washington State Department of Transportation on the history of the
Tacoma Narrows Bridge won awards in 2004 and 2005. In addition to a certificate in Archives and Records Administration from Western Washington
University, Hobbs holds a Ph.D. in History from the University of Washington.
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Timothy C. Jacobson, a Winthrop partner, has more than 25 years of experience as an author and editor, with expertise in medicine,
healthcare, and education. His books include Making Medical Doctors; A Historical Guide to the United States; An American Journey by Rail; Pitney Bowes at Seventy-Five; Becton Dickinson: The First 100 Years; TRW 1901-2001: A Tradition of Innovation, and most recently, Cotton's Renaissance: A Study in Market Innovation, and most recently, Charity and
Merit: Trinity School at 300. Before joining Winthrop, Mr. Jacobson founded Chicago Times magazine and served as editor of both Chicago History
and the 51-volume book series, The States and the Nation. Mr. Jacobson holds a Ph.D. in history from Vanderbilt University.
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Lois Kauffman joined The Winthrop Group in 2004 with management and archival experience in the non-profit sector. Her
Winthrop clients include Saint Paul’s Chapel (9/11 Collection), the United Nations, and the Oskar Diethelm Library at Cornell University's
Weil Medical College. She has worked also with The Brooklyn Children's Museum, the Nelson-Atkins Museum of Art, The Junior League of New
York and the insurance company, CNA. Ms. Kauffman holds a M.A. in art history from the University of Missouri-Kansas City, is certified
by The Academy of Certified Archivists, and is a member of the Society of American Archivists, the Mid-Atlantic Archives Conference, The
Archivists Round Table of Metropolitan New York, and the American Association of Museums.
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Sylvia Kollar, a graduate of Queens College, City University of New York with an MLS and Archives Certificate,
began work at Winthrop in 2005 as part of the processing team for the Rudolph W. Giuliani Mayoral Papers Project. Since then,
Sylvia has organized and managed the archival collections of The Paul Taylor Dance Company, Bill Blass, Ltd., Trinity School,
and St. Bernard’s School. More recently, she surveyed the records of the American Stock Exchange and developed recommendations
for establishing the Amex Archives Collection. Earlier this year, Sylvia relocated to the Cleveland area where she is busy
developing new business.
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Isabelle Lescent-Giles, a senior consultant with The Winthrop Group, is Associate Professor of International Business, College of Business,
San Jose State University. On leave of absence from the University of Paris-Sorbonne, where she is a senior lecturer in economics, she has
also taught at Oxford University, Columbia University, and the Stern School of Business at New York University. Ms. Lescent-Giles is the
author or co-author of dozens of articles and essays. Her current research focuses on the national legacies of multinational firms, and how
firms can leverage or transcend these legacies for strategic advantage.
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Eunice Liu, a California native, began her archival work in 2006 as an archives intern at the Brooklyn Historical Society
while studying for her Master’s degree in Library Science and earning her Certificate in Library Science from Pratt Institute. In 2007 and
2008 her time was focused on Winthrop projects at the American Folk Art Museum and the United Nations. The Winthrop clients for whom Ms. Liu
is currently providing archival services include Citigroup, Inc. and the famous Apollo Theater, both in the ‘city that never sleeps’. Also,
she is a member of the Society of American Archivists and serves on the the Tenement Museum’s Collections Development Committee in New York.
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Marguerite Moran devotes her time to archives’ projects for Ford Motor Company in Dearborn, MI, including processing
archival records, responding to requests for information and assisting with special projects. A recent graduate of the University of
Wisconsin-Madison, Ms. Moran received a M.A. in Library and Information Studies with a Specialization in Archives and Records Management
in 2006. While in graduate school, she worked with the Wisconsin Historical Society's McCormick – International Harvester Collection as a
reference assistant. She also served as coordinator of the Student Chapter of the Society of American Archivists. Ms. Moran received a B.A.
in English and Creative Writing from Oberlin College in 1996 and worked in both public and law libraries before pursuing a graduate degree
in Library and Information Studies.
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Daniel Penrice has more than 10 years of experience as a writer and editor for consulting firms including Accenture,
Arthur D. Little, the Boston Consulting Group, and PRTM as well as the Winthrop Group. He has published articles in the Harvard Business
Review and several Harvard Business School publications. As a research associate at HBS, he recently collaborated with Professor Rakesh
Khurana on From Higher Aims to Hired Hands (Princeton University Press, 2007), a sociological history of the American business school.
For Winthrop, he is currently working with a prominent venture capitalist on a book about the venture capital industry.
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Laurie C. Peterson, a Senior Archives Consultant based in Florida, holds an M.A. and an M.L.S.
from Case Western Reserve University. Her varied experience in corporate, family, foundation,
and government agency archives has benefited Winthrop clients such as USA TODAY, Darden Restaurants, Hixon Properties,
the John S. and James L. Knight Foundation, Atlantic Philanthropies, and the Defense Systems Management College of the
U.S. Department of Defense. In addition to working with archives, she conducts oral history interviews.
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John Seaman is a partner of The Winthrop Group, where he also manages the History division. He has consulted for Winthrop
clients in a variety of sectors, including aerospace, manufacturing, law, management consulting, financial services, and philanthropy.
Before joining Winthrop, he spent more than 15 years in management and technology consulting, including a six year assignment in London.
Formerly an adjunct professor of history at Fordham University, Mr. Seaman has authored several books and articles, among them a biography
of the 19th century British politician and diplomat James Bryce, entitled A Citizen of the World (2006).
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Deborah Shea, a Senior Consultant, specializes in the evaluation and
implementation of archival programs and the development of computerized finding aids. In addition,
she has undertaken benchmark assessments for clients seeking information about the elements of successful
archives programs. She has worked with such diverse clients as the Bill and Melinda Gates Foundation, The
Boeing Company, Burson-Marsteller, CARE, Inc., Central Synagogue, the Florida Marlins, Lazard Freres & Co.,
Merrill Lynch, the Natural Resources Defense Council, the City of Seattle, Otis Elevator Company, Sarah Lawrence
College, the United States Tennis Association, the Visiting Nurse Service of New York, and the Waldorf-Astoria.
Ms. Shea is a member of the Society of American Archivists and the New England Archivists and is certified by the Academy of Certified Archivists.
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David B. Sicilia is Associate Professor of History at the University of Maryland, College Park. A specialist in U.S.
business, technology, and economic history, his research and teaching focus on the ways that entrepreneurs and institutions marshal
technology and attempt to shape public opinion for strategic advantage. He is co-author or co- editor of six books, including Labors
of a Modern Hercules: The Evolution of a Chemical Company (with Davis Dyer). Sicilia has appeared on CNBC, CNN Financial News, Bloomberg Financial Television,
National Public Radio, DR-1 Danish Public Television, TV1 Paris, and NHK Television Japan.
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George David Smith, a founding director of the Winthrop Group, is Clinical Professor of Economics and International Business at New York University’s
Stern School of Business. He teaches and consults on issues in corporate strategy, organization, technology, and international business history and
policy. His works include Anatomy of a Business Strategy, a prize-winning study of
the telephone industry; From Monopoly to Competition, a history of ALCOA; The Transformation of Financial Capitalism (with Richard Sylla), a study of capital markets for which he has twice been named a Glucksman
Faculty Fellow; and The New Financial Capitalists: Kohlberg Kravis Roberts and the Creation of Corporate
Value (with George Baker). His most recent book is Mutually Beneficial: The Guardian and Life Insurance in America (with
Robert E. Wright).
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Janine St. Germain came to Winthrop in 2004 to help launch Winthrop+St.Germain, a specialized cataloging and archives service for
collectors, established artists, families, and estates. She has worked with the private collections of John Winthrop, with artists including Christopher
Knowles and Robert Kushner, and with the estate of sculptor Richard Lippold. With Deborah Shea, she also worked on Winthrop’s archival records
reconnaissance for the New York Artist Workspace Consortium. Previously, Ms. St. Germain served as Archivist for the Byrd Hoffman Foundation/Robert
Wilson Archives and Brooklyn’s Prospect Park Alliance. She is a member of ArtTable, the Society of American Archivists, the American Association of
Museums, and the Archives of American Art.
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Morgen Witzel has been a freelance historian, writer and editor for the past eighteen years. Born and raised in Canada, he now lives in
Britain, where he is Honorary Senior Fellow at the School of Business and Economics, University of Exeter. He is also editor-in-chief of Corporate Finance
Review and contributing editor to European Business Forum, for which he writes a regular column on business history. His “Gurumantra” column appears
in The Smart Manager, India's largest business magazine, and he is a frequent contributor to the Financial Times. He is the author or co-author of
twelve books, including the best-selling Doing Business in China (now entering its third edition), the historical survey Builders and Dreamers: The
Making and Meaning of Management, and the forthcoming Robber Barons and Muck-Rakers: The Birth of American Corporate Culture.
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