With an extensive background in strategic planning and executive-level advocacy, Jonathan Margulies is a managing partner and leads research and thought leadership initiatives forWinterberry Group, a leading growth consultancy specializing in marketing, advertising, technology, data and analytics.

An industry veteran with over two decades of advisory experience, Mr. Margulies is a recognized authority on issues of concern to marketers, as well as the community of agencies, publishers, technology developers, service providers and financial investors that support their efforts. Since joining Winterberry Group, he has spearheaded the development of more than 50 high-profile research publications and economic analyses, exploring the strategic and operational implications of disruptive advertising and marketing technologies, digital business transformation initiatives, emergent audience data applications and a wide range of other topics. Additionally, he has led over 100 intensive consulting engagements—helping clients tackle an array of challenges including long-range strategic roadmapping, commercial diligence, operational alignment, supply chain optimization, product development, budget forecasting and M&A target identification. His expertise likewise spans a diverse array of marketing disciplines and includes agency strategy, ad tech, AI enablement, audience data, connected commerce, data-driven transformation, direct mail, life sciences/precision marketing, out-of-home, marketing automation, media buying, performance marketing, PR/communications and programmatic advertising.

Mr. Margulies is a sought-after presenter, and his perspectives have been published or cited by nearly all major marketing industry trade publications. Prior to joining the Firm, he served as communications director for a 10,000-member New York City labor organization. Earlier, he held positions in communications and digital media at British Airways USA, Burson-Marsteller, Hill & Knowlton and the New York Mets baseball club.

He received a B.S. in economics, with a concentration in management, from the Wharton School of the University of Pennsylvania.

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With an extensive background in strategy, marketing, and technology, Tim Curtis serves as Chief Strategy Officer at NaviStone, where he helps guide the company’s strategic direction, market positioning, and long-term growth.

Having spent much of his career in CEO and CMO roles, Tim brings an operator’s perspective to the challenges facing brands and the marketing industry. His work spans corporate and growth strategy, product and market development, strategic partnerships, M&A, and the ongoing discipline of stress-testing business models against changes in technology, competition, and consumer behavior.

Formed professionally during the early wave of digital transformation, Tim has spent his career exploring how data and emerging technologies can make marketing more precise, measurable, and relevant. Today, much of his focus is on artificial intelligence and its potential to reshape how brands identify opportunity, understand intent, make decisions, and engage consumers.

Tim is a frequent contributor to industry conversations around marketing innovation, data, AI, and the continued evolution of direct mail as a modern performance marketing channel.

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As Director of Sales, Software & Production Print at BlueCrest, Buddy Perry is responsible for leading, managing, and directing BlueCrest’s North American strategy and sales teams. Buddy has more than 30 years of senior management experience in the workflow, EOM and CCM spaces.

Buddy has spent a career developing relationships in and around these spaces as a sales leader. Through this knowledge base, Buddy will guide BlueCrest’s efforts to grow our customer base to bring BlueCrest's solutions to a wider customer base.

Before joining BlueCrest, Buddy lead sales teams at Crawford Technologies, Ricoh, ExStream Software and Bell + Howell. Through his leadership these companies expanded their offerings, their market share and profitability.  

Buddy has advanced degrees in marketing and management and is a frequent industry presenter and speaker. He owns several patents in relevant technologies and is recognized asa leading industry expert.

Richard Smith is the Vice President of Business Development and Strategy. A former client of BlueCrest, Richard is an experienced operational leader delivering outstanding customer value and operational excellence in transactional and commercial print for over 30 years. Richard is responsible for the Professional Services, Enterprise Client Engagement and Service Partner relationships ensuring that BlueCrest is continually in tune with our client’s advancing technological requirements and needs. Richard is a Lean Six Sigma Black Belt Certified Professional, with consultancy experience in Print, FMCG, Utilities and Engineered Systems with a Masters from the University of Notre Dame Australia.

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Joe Eremita is the Senior Director of Software Product Line Management at BlueCrest. Joe joined BlueCrest as a Software Solution Specialist, where he utilized his end-to-end print and mail expertise to address clients' operational and business challenges while also identifying opportunities for growth.

Before joining BlueCrest, Joe spent 20 years at Pitney Bowes, where he held various software roles in Engineering, Solution Architecture, Support, and Sales, as well as in product management for the digital solutions business in North America. With over 20 years of industry experience, Joe collaborates directly with clients and internal teams to manage the software product portfolio, consistently delivering results and innovative digital strategies that foster mail production growth and efficiency.

Joe graduated from the University of Connecticut with a Bachelor of Science in Electrical Engineering and Computer Science, earned a Master’s degree in Computer Science from Rensselaer Polytechnic Institute, and later obtained an MBA from the School of Business at the University of Connecticut.

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Craig Shaeffer is a Senior Product Manager for Digital Solutions at BlueCrest, where he leads the development of software solutions that help organizations streamline workflow operations, optimize customer communications, and accelerate digital transformation. With 27 years of experience in the print, mail, and communications industry, Craig brings extensive expertise in workflow automation, operational efficiency, and enterprise software strategy.

Since joining BlueCrest, Craig has partnered closely with customers to understand evolving business requirements and translate them into innovative technology solutions that deliver measurable operational and business value. His experience spans physical and digital communications workflows, enabling organizations to improve productivity, reduce complexity, and enhance customer engagement.

Prior to BlueCrest, Craig was an onsite technical consultant supporting Philip Morris USA's marketing information systems. He earned a Bachelor of Science in Information Science from the University of Pittsburgh and remains focused on helping organizations modernize operations through practical, customer-driven innovation.

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