Vanessa is a proud University of Florida alumni and an even prouder US Air Force veteran.

“The concept of total wellness recognizes that our every thought, word, and behavior affects our greater health and well-being. And we, in turn, are affected not only emotionally but also physically and spiritually.” – Greg Anderson

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Using a combination of strategic vision and in-the-weeds grit, Randi is able to see both macro and micro views of organizations, leveraging her perspective and insight to affect change and generate growth. Her experience spans B2B, B2C, and B2B2C environments across a variety of industries, including private equity, finance, technology, fashion and retail. Prior to joining the CMBM team, Randi worked at Privcap as Vice President, Marketing & Corporate Strategy and at IBM as a Business Development Executive. Known for her integrity, creativity, adaptability, and a holistic, relationship-driven approach, Randi has established a track record as an inspiring leader and sought-after cross-functional collaborator.

Throughout her career, Randi has closely followed CMBM’s work and has incorporated its vision and techniques into both her personal and professional life. In her role as COO, she now leverages her skills and experience to serve those who are most in need of community-wide trauma healing programs. 

A graduate of University of Michigan (BA) and Middlebury College (MA), Randi speaks English, French and Bulgarian. She currently resides in Santa Barbara, California.

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Martim serves as a Managing Director at Geller Advisors LLC. He has been delivering wealth management services to families of significant wealth for over 25 years.

Martim joined Geller Advisors in 2021, where he leads a multidisciplinary team of subject matter experts tasked with delivering integrated advice in all key disciplines of wealth management.

Prior to Geller, Martim served as a Regional Managing Director at both a wealth management firm and Ascent Private Capital Management of U.S. Bank, both in the San Francisco Bay Area. Martim also served as a Managing Director with Silver Bridge Advisors, which acquired H&S Financial Advisors in 2010, a firm founded and led by Martim for 10 years. He began his career at Union Bank of Switzerland, in London, United Kingdom.

Martim has a Bachelor of Arts (Honors) from University College London, United Kingdom, and attended the University of Law for postgraduate studies in common law. Martim holds the Certified Private Wealth Advisor (CPWA®) designation from the Investments and Wealth Institute, the Accredited Estate Planner (AEP®) designation from the National Association of Estate Planners & Councils, the Certified Estate and Trust Specialist (CES) designation from the Institute of Business and Finance, and the Accredited Wealth Management Advisor (AWMA) and Accredited Portfolio Management Advisor (APMA) designations from the College for Financial Planning. Martim is a member of the National Association of Estate Planners and Councils and a former member of the faculty of the Investments and Wealth Institute.

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Over the past 35 years Josh Rosenthal has worked with senior management to provide in-depth expertise in organizational and leadership assessment, organization strategy, design and governance. Having developed his expertise in these areas by consulting with clients from numerous industries including many Fortune 100 global companies, closely-held, family controlled business and governmental organizations, Josh has focused on each client’s unique strategic imperatives and marketplace demands. Working closely with senior executives to attract, retain, and cultivate executive talent, Josh’s assignments have included organizational design, executive assessment, human capital practice strategies and implementation as well as senior executive teamwork and development.

Josh’s work is aimed at supporting senior executive leaders to create organizational systems that increase shareholder value, employee effectiveness, and the bottom-line through: coaching senior executives to improve their performance and execution in order to drive business results; providing transferable models and processes for building high performance leadership teams; translating business strategy into practical actionable and measurable behaviors and activities; building organizational systems and structures that are both flexible and sustainable; and assessing top talent in the service of building sustainable leadership pipelines throughout the
organization

Josh knows firsthand the world of building a business from the ground up- from concept to creation. As the Founder and past CEO of iQuest Analytics he co-invented and developed a unique text analytics software product for the purpose of advanced search, to include research and discovery within large volumes of organizational data. He raised capital, hired top talent to build to market and sell the iQuest product. Formally he was the Chief Operating Officer for Hästens Group, a luxury Swedish bed manufacturer, tasked with creating a high-performance culture and highly profitable business.

Josh brings together deep knowledge of the psychological foundations of behavior and organizational systems that result in real-time dynamic interventions that support the difficult yet necessary practice of organizational change leadership and processes.

Previously Josh was, a Principal in the Human Capital and Talent Management practices at Sibson & Company and a Leader in the Knowledge Management practice as well. An Associate Partner with Accenture (formerly Andersen Consulting), Josh was the Change Navigation leader for the Eastern US and a thought leader with the Organization and Change Strategy line of business. Prior to that, he was affiliated for eight years with the Levinson Institute, a leading firm in assessment, governance and leadership development and advisory services. He has attained an Ed.D. degree in Counseling Psychology from Boston University. His BS degree in Psychology and an Ed.M. degree in Counseling were both obtained from The American University.

Current and past clients include Mars, Pfizer, Kimberly-Clark Corporation, A.P. Moller-Maersk, IBM, Dabur India (pharmaceuticals), agencies of the US Federal Government, Marriott International and Novartis.

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Tonya is dedicated to increasing self-efficacy through health and wellness coaching, building resiliency through Mind-Body Medicine skills groups, and empowering others through motivational speaking.

“The journey of a thousand miles begins with one step” -Lao Tzu

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