Joe Herbert

Joe is a senior financial and operating executive with more than 30 years’ experience with both small early stage private companies and larger publicly traded firms. He has a strong background in P&L management as well as developing business plans and financial models to project future growth to assist companies in obtaining debt and equity financing. He led the capital and fundraising raising activities for a VC backed start-up Technology Company and successfully closed on Series A equity round led the M&A process to find a strategic buyer which resulted in a successful exit. Other areas of expertise include: Cash flow management, board presentations and corporate governance, M&A and exit planning..

Experience: Prior to establishing Westover Strategic Advisors, Joe held senior financial and operating positions with software, information services and consumer products companies. He served as CFO of Drive Factor a $8 million VC Backed start-up technology company; Managing Director and CFO of Greenwich Associates a $100 million privately held professional services firm; Vice President and General Manager of Prentice Hall Legal & Financial Services a $55 million business unit of Viacom; CFO of a $100 million software & information services division of Simon & Schuster Publishing Company; VP of Corporate Development of Lone Star Industries a $1 billion NYSE construction materials company. Earlier in his career Joe held senior financial positions with Exxon Corporation and Schering-Plough Corporation a $12 Billion NYSE Pharmaceutical, Health Care and Consumer Products Company.

Education and Affiliations:
MBA — Finance, St. John's University; BS — Business Administration, Bloomfield College

Board Memberships:
Friends of Hollywood Cemetery non-profit 501(c) 3 organization; Fairfield Chamber of Commerce; Westport Historical Society, Board Member and VP of Finance

Past Board Memberships:
Corsential ($25 million Canadian Market Research and Loyalty Tracking Company); Kosmos Cement Company ( a JV between Southdown, Inc. and Lone Star Industries)




Our Team

Joseph R. Herbert Finance
Jillian Wood Marketing
Dr. Paul Maloney  Human Resources
James E. Sampel IT
Valerie Oben Marketing
Dr. Linda Gornitsky Social Responsibility
Steven Halpern Finance
Bryan M. Kozlowski Marketing
Bob Gibson Finance
Peter Willner Non-Profit
Jim Rothkopf Non-Profit
Bob Baskin Finance
James Riehl Marketing
Lala P. Korall Marketing
Lala P. Korall
Alysia Benninghoff Marketing
Marcus Nucci IT
Derek Carbonneau Marketing
Justin Tripodi Marketing