Cannon Financial Institute - Cannon Trust School

University of Delaware

West Chester University of Pennsylvania

Georgetown University School of Foreign Service

Venture Partner at NextGen Venture Partners.

I propose early stage US companies for potential venture capital funding.  I serve on investment committees to review pitch decks and interview founders.  NextGen manages three funds of $50 million each for private investors and institutions seeking to benefit from private hyper growth companies.  NextGen Venture Partners invests $1-2M in seed stage companies and $2-10M in companies with $10M+ in revenue.

NextGen Venture Partners

Venture Partner

An Advisory firm dedicated to advancing the growth of effective philanthropy

The firm offers a new generation of leadership with a unique commitment to:

• Preserving organizational harmony
• Open communication amongst stakeholders
• Strategic thinking with a legacy of leveraging strong problem solving, analytical and business management skills. 
• A hands-on leadership style rooted in an entrepreneurial spirit. 
• Forming instrumental internal and external partnerships that yield trusted relationships.

SERVICES

Built upon 20+ years of experience in business and non-profit management, the firm’s Principals offer advice and tailored solutions relative to 

☐ Evaluating organizations for potential funding

☐Developing strategic plans and operationalizing their execution 

☐ Collaborating with an organization’s trusted advisers (attorney, CPA, investment advisor) on their behalf of Board and/or management relative to:

☐ Designing Endowment strategy management

☐ Organizational transformation

☐ Governance and Board management

☐ Leadership development

REPRESENTATIVE ENGAGEMENTS

•	Consult with CEO of Surrey Services, a Devon, PA based 501-c-3 non-profit, focusing on the development of their strategic plan. Serve on the Development Committee, with specific emphasis on establishing an effective planned giving program. Nominated to serve on the Board of Directors (2017-2018).

•	Consult with the Manager of Agency and Community Relations (United Way of Chester County). Primary focus on enabling the thorough review of grant applications, which includes site visits with non-profit leaders. (2016-2017)

•	Engage members of Rotary International in the Greater Philadelphia area as District Major Gift Chair and Gift and Estate Planning Program coordinator.  This program shares news and best practices in the charitable estate and financial planning arena with those interested in learning more about how to create a legacy, or structure a current gift, with Rotary. (2016-2017)

CES Advisory

Principal

A private, charitable foundation. 

■ Member of the investment committee with oversight of $3 million with 5% FMV annual distribution to qualified charitable organizations. 	

■ Contribute to ongoing multi-year strategic planning for portfolio growth, while divesting from original single-stock portfolio over-concentration.

Rencourt Foundation, Inc.

Vice President

Provided day to day fiduciary administration of personal trust accounts of moderate to high complexity, profile and/or volume.  Direct interface with ultra-high net worth clients and advisors to maintain effective estate plans. Completed tasks necessary for proper administration of trust, investment management, and custody of IRA accounts, including account and file establishment, account and file maintenance, system maintenance on Trust 3000 and transaction input, and cash and securities processing.  Performed detailed, enhanced account reviews.  Remediated/mitigated issues discovered during account reviews to ensure account compliance with internal policies, tax regulations, federal banking regulations and Delaware Trust law.

Christiana Trust, a division of Wilmington Savings Fund Society, FSB

Personal Trust Associate

Manage 1600 member NGO District (7450) for Rotary International.  One year appointment.

Rotary International

District Governor,  Rotary International District 7450

Chester County Community Foundation

Imprints Member

Gourmet coffee roasting company selling wholesale to the restaurant, hotel and café industry in the Mid-Atlantic states.  Founded company in 1993; developed prestigious client list; established strong relationships with importers; mentored Master Roaster trainees now at Wawa Corporation, a Starbucks roasting plant and Neumann Gruppe in Costa Rica (the world’s largest coffee company, based in Hamburg); and have performed a variety of functions, while simultaneously serving as President of the corporation.  

Responsibilities have included financial analysis, cost controls and accounts receivables management.  As Green Coffee Buyer, I cultivated a 15-year relationship with third largest private label roaster and green coffee importer in the United States to achieve Preferred Buyer status. Maintain growth and profitability in a price-conscious consumer market, while dealing with extreme price volatility in one of the world’s most dynamic commodity markets.  The size of the coffee market is second only to oil in globally traded commodities on a dollar volume basis.

Morning Star Coffee, Inc.

Founder and President (Retired)

Gourmet coffee roasting company selling wholesale to the restaurant, hotel and café industry in the Mid-Atlantic states. After owning and operating the organization for over 18 years I have moved on from my position as President of the company and now serve on the Board of of Directors.

Charles Streitwieser