Winterberry Group’s team of consultants represents a range of diverse educational and professional backgrounds. All have significant strategic management or marketing industry experience and bring a combination of unique perspectives to help maximize their impact on our client engagements.
About Us / Our Team
Bruce A. Biegel, Senior Managing Director
As Winterberry Group’s senior managing director, Bruce Biegel leads the firm’s consulting practice and establishes its strategic and operational agenda. A seasoned executive with more than 25 years of hands-on experience in building businesses from the ground up, his diverse responsibilities have included strategic and business planning, financing, global multichannel marketing, technology development and support, legal coordination and financial management.
At Winterberry Group, Mr. Biegel has led more than 120 engagements over the past eight years, serving a wide range of marketers, agencies, direct and digital marketing service providers and many of the private equity firms who invest in the sector. Among others, these include assignments for Acxiom Corporation, arvato Services (the global marketing services division of Bertelsmann AG), eCircle, Capital One Financial Corp., Hewlett-Packard Co., Court Square Capital Partners, KRG Capital and KKR.
A DMCNY Silver Apple award winner, he currently serves as a member of the Direct Marketing Association's board of directors and executive committee, on the DMA's Marketing Technology Council and as co-chairman of the annual Innovation Awards. Mr. Biegel is a frequent, in-demand speaker at major marketing industry conferences and symposia; recent speaking engagements include those of the Direct Marketing Club of New York, DMA (including its Annual, Catalog, DM Days and Leaders conferences), the Institute of Direct Marketing (IDM) and The 4As—as well as events tailored to the direct mail, print production and digital media segments of the industry.
In addition to his role at Winterberry Group, Mr. Biegel serves as a senior advisor to its affiliated investment bank, Petsky Prunier LLC. He also serves on the board of directors of V12 Group Inc.
Prior to joining Winterberry Group in 2002, Mr. Biegel served as a director and CFO of IMXI, owner of ThinkDirectMarketing, where he was president, chief operating officer and co-founder. Earlier, Mr. Biegel served as a consultant to leading Web services integrator iXL Holdings as part of its iXL Ventures group. From the late 1980s through mid 1990s he served as director and executive vice president, sales and marketing, at VideoFax Systems, a marketing technology company he co-founded that focused on place-based media. He began his career at Kidder Peabody as manager of international telecommunications.
Mr. Biegel received a B.A. in history and international relations from the University of Pennsylvania with corresponding coursework at the Wharton School in management and marketing.
Jonathan C. Margulies, Managing Director
With an extensive background in strategic communications and executive-level advocacy, Jonathan Margulies leads the development of Winterberry Group’s research and thought leadership initiatives—including its popular series of white papers, quarterly economic analyses and working collaborations with industry and trade associations around the globe.
A journalist by training and sought-after presenter at conferences and symposia worldwide, Mr. Margulies is a recognized authority on issues of concern to digital, direct and brand marketers, as well as the community of technology developers, solution providers and financial investors that support their efforts. Since joining Winterberry Group in 2004, he has participated in or led over 80 intensive consulting engagements across the financial services, digital media, marketing automation and integrated services sectors—helping clients tackle a diverse array of challenges including long-range strategic planning, marketing operations alignment, product roadmapping, budgetary forecasting and M&A target identification and qualification.
A strong advocate for the continued integration of both technology and information in the fabric of marketing execution, Mr. Margulies sits on the Interactive Advertising Bureau’s Data Council, and his perspectives have been published or cited by nearly all major marketing industry trade publications, including AdExchanger, Advertising Age, Adweek, B2B Magazine, DM News, Direct, eMarketer, Multichannel Merchant and The New York Times. Prior to joining the Firm, he served as communications director for the Sergeants Benevolent Association, a 10,000-member organization of New York City police supervisors. Earlier, he held positions in marketing, public relations and digital media at British Airways USA, Burson-Marsteller, Hill & Knowlton and the New York Mets baseball club.
In addition to his work at Winterberry Group, Mr. Margulies oversees the delivery of pro bono consulting services to New York City-area non-profit organizations as a project manager with the Taproot Foundation. He received a B.S. in economics, with a concentration in management, from the Wharton School of the University of Pennsylvania.
Rich Walker, Managing Director
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With over 20 years of marketing experience, Rich Walker leads Winterberry Group’s marketer consulting practice. He brings strategic and executive competencies in all aspects of consumer marketing, spanning campaign development, marketing operations, supplier management, database design, data procurement, statistical modeling and quantitative analysis.
Prior to joining Winterberry Group, Mr. Walker served in various executive roles at Capital One Financial Corp. While there, he lead marketing operations, marketing strategy and collections operations for the US Card division of the company. In his capacity as marketing executive, Mr. Walker helped deploy hundreds of millions of dollars in marketing budget to acquire millions of new customers. He was accountable for campaign development, marketing strategy, data governance, channel execution, process engineering, supplier management, integrated delivery, online innovation, offline optimization, data analytics and model deployment.
Mr. Walker also led the strategy implementation for Capital One’s tri-bureau prospect database, a production system that enables hundreds of millions of targeted offers to be delivered annually. He led a process re-engineering project to reduce cycle time in the marketing operations area—shaving weeks off the end-to-end speed to market metrics. And he served as executive sponsor for the display advertising reinvention project, integrating third-party data and granular analytics to find optimal direct marketing strategies.
Mr. Walker is a statistician, who has played roles building, implementing and governing predictive models. He served on Capital One’s Data Governance Committee, which was a cross-functional team established to oversee issues of data security, data usage rights, compliance with affiliate sharing regulations, consumer privacy, preference settings and digital data management. He also played key sponsorship roles for compliance efforts around FCRA and Card Act.
Mr. Walker has served on supplier advisory boards and presented before numerous industry and supplier events. He holds a B.A. in mathematics from the University of Virginia.
