Strategic Advisory Board


Coleman N. Lannum, CFA

Chairman

 

Mr. Lannum’s distinguished health care career in both Investor Relations and as a Wall Street analyst and portfolio manager spans four decades. 

As Senior Vice President Investor Strategy and Investor Relations Officer for Mallinckrodt Pharmaceuticals (NYSE: MNK), as well as a Member of the Executive Committee and Senior Leadership Team, he serves to integrate IR with all corporate strategic functions. Mr. Lannum consults with executive management and the Board of Directors on acquisitions, strategic direction, and shareholder value optimization. He is charged with strengthening IR communications both internally and throughout the broader investment community. His leadership at Mallinckrodt has been recognized with multiple professional awards, including Best IR Professional in Pharmaceuticals, as well as Best IR Professional, Best IR Program, and Best Analyst Days in Mid-cap Pharmaceuticals. 

Prior to joining Mallinckrodt in 2015, Mr. Lannum served for nine years as Vice President and Investor Relations Officer at Covidien plc and Tyco Healthcare. 

He played a key role in Covidien’s corporate strategy as Investor Relations Board Representative and as an Executive Committee Member since joining the company in anticipation of its spin-off from Tyco International and subsequent IPO in 2007. At Covidien, he oversaw Investor Relations for both the largest health care IPO and the largest medical technology merger in history. He designed Covidien’s Investor Relations program from its infancy in 2006 and led the effort through the completion of the company’s $100B+ merger with Medtronic, Inc. (NYSE: MDT) in 2015. During that tenure, Mr. Lannum produced one of the most consistently and highly acclaimed Investor Relations teams in the United States. 

His leadership at Covidien was recognized with an unprecedented number of IR best-in-class awards from 2008 to 2015, including best investment community meetings, best earnings calls, and best financial reporting. For five consecutive years (2011 to 2015), Covidien’s IR program was recognized by IR Magazine as the best overall Large Cap program in the United States. He was also voted Best Investor Relations Officer – Large Cap by the investment community for each of those five years. Please find below a more complete list of the Awards and Honors Mr. Lannum has earned for his work in Investor Relations. 

His Investor Relations career dates back to 1994, when he led the Investor Relations effort at Mallinckrodt, Inc., which later became a subsidiary of Covidien, and he was a critical player leading up to the 2013 spin-off and IPO of Mallinckrodt plc. 

Mr. Lannum’s Investor Relations career has been influenced substantially by the perspective gained over the course of 13 years of investment leadership roles and Senior Health Care sector-focused Wall Street analytical experience as an accomplished Senior Institutional Investment Analyst and Executive-Level Portfolio Manager with firms including Putnam Investments, as well as Boatman’s Trust and American Express Asset Management (both now part of Columbia Asset Management). During his tenure as Portfolio Manager, he managed both health care-specific assets as well as large cap diversified assets totaling more than $15 billion. He previously served as Senior Investment Officer at Boatman’s Trust Company (now a subsidiary of Columbia Asset Management) and as research analyst at Edward Jones.  

A Chartered Financial Analyst since 1991, Mr. Lannum holds an MBA from Texas A&M University and a BS in Business Administration from Washington University. 



Investor Relations Honors & Awards

Global IR Forum
  • Global Top IRO
    • Winner: 2013, 2014

  • Global Top IR Program 
    • Winner: 2014
    • 2nd Place: 2013 


IR Magazine
  • Best U.S. Investor Relations Officer -- Large Cap
    • Winner: 2011, 2012, 2013, 2014, 2015
    • Finalist: 2010

  • Grand Prix -- Best Overall U.S. Investor Relations -- Large Cap
    • Winner: 2011, 2012, 2013, 2014, 2015
    • Finalist: 2010

  • Best IR in Health Care
    • Winner: 2011, 2012, 2013, 2014, 2015

  • Best M&A IR 
    • Winner: 2014
    • Finalist: 2011, 2013

  • Best Earnings Calls
    • Winner: 2011

  • Best Investment Community Meetings 
    • Winner: 2012, 2014

  • Best Financial Reporting 
    • Finalist: 2013, 2014

  • Best Use of Technology for IR 
    • Winner: 2015

  • Best IR Website 
    • Finalist: 2011

  • Best Sustainability 
    • Finalist: 2013



Institutional Investor Magazine All-America Executive Team
  • Best IR Professional, Pharmaceuticals
    • Sell-Side Vote
      • 1st Place: 2017

  • Best Overall IR Program, Medical Devices, Life Sciences, and Diagnostic Tools
    • Buy-Side Vote
      • 1st Place: 2011
      • 2nd Place: 2012, 2013, 2014
    • Sell-Side Vote
      • 1st Place: 2011, 2012, 2013, 2014, 2015

  • Best IR Professional, Medical Devices, Life Sciences, and Diagnostic Tools
    • Buy-Side Vote
      • 1st Place: 2011, 2013, 2014, 2015
      • 2nd Place: 2012
    • Sell-Side Vote
      • 1st Place: 2013, 2014, 2015
      • 2nd Place: 2011, 2012


Institutional Investor Magazine All-America Executive Team - Midcap
  • Best IR Professional, Pharmaceuticals
    • 1st Place: 2017

  • Best IR Program, Pharmaceuticals
    • 1st Place: 2017

  • Best Analyst Days, Pharmaceuticals
    • 1st Place: 2017



Paul A. Sherrington

Mr. Sherrington has served as a Strategic Advisor to Bertner Advisors since before the Firm’s inception, leveraging both his experience in operations and legal background to provide counsel on a broad range of topics.

 

He currently serves as General Counsel for Pillar Financial, a Division of SunTrust Bank. He began his career in private law practice with firms including Winthrop, Stimson, Putnam & Roberts (now Pillsbury Winthrop) and Dechert LLP. His M&A experience has included a senior role in the capital markets finance team at CWCapital and deal management at Prudential Mortgage Capital Company. 

 

Mr. Sherrington holds a JD/MBA from Georgetown University and a BS in Pre-Medicine/Pre-Medical Studies and English from The University of Notre Dame.





As Senior Vice President Investor Strategy and Investor Relations Officer for Mallinckrodt Pharmaceuticals (NYSE: MNK), as well as a Member of the Executive Committee and Senior Leadership Team, he serves to integrate IR with all corporate strategic functions. Cole consults with executive management and the Board of Directors on acquisitions, strategic direction, and shareholder value optimization. He is charged with strengthening IR communications both internally and throughout the broader investment community. Cole’s leadership at Mallinckrodt has been recognized with multiple professional awards, including Best IR Professional in Pharmaceuticals, as well as Best IR Professional, Best IR Program, and Best Analyst Days in Mid-cap Pharmaceuticals.
Prior to joining Mallinckrodt in 2015, Cole served for nine years as Vice President and Investor Relations Officer at Covidien plc and Tyco Healthcare. 
He played a key role in Covidien’s corporate strategy as Investor Relations Board Representative and as an Executive Committee Member since joining the company in anticipation of its spin-off from Tyco International and subsequent IPO in 2007. At Covidien, Cole oversaw Investor Relations for both the largest health care IPO and the largest medical technology merger in history. He designed Covidien’s Investor Relations program from its infancy in 2006 and led the effort through the completion of the company’s $100B+ merger with Medtronic, Inc. (NYSE: MDT) in 2015. During that tenure, Cole produced one of the most consistently and highly acclaimed Investor Relations teams in the United States.
His leadership at Covidien was recognized with an unprecedented number of IR best-in-class awards from 2008 to 2015, including best investment community meetings, best earnings calls, and best financial reporting. For five consecutive years (2011 to 2015), Covidien’s IR program was recognized by IR Magazine as the best overall Large Cap program in the United States. He was also voted Best Investor Relations Officer – Large Cap by the investment community for each of those five years. Please find below a more complete list of the Awards and Honors Cole has earned for his work in Investor Relations.
His Investor Relations career dates back to 1994, when he led the Investor Relations effort at Mallinckrodt, Inc., which later became a subsidiary of Covidien, and he was a critical player leading up to the 2013 spin-off and IPO of Mallinckrodt plc.
Cole’s Investor Relations career has been influenced substantially by the perspective gained over the course of 13 years of investment leadership roles and Senior Health Care sector-focused Wall Street analytical experience as an accomplished Senior Institutional Investment Analyst and Executive-Level Portfolio Manager with firms including Putnam Investments, as well as Boatman’s Trust and American Express Asset Management (both now part of Columbia Asset Management). During his tenure as Portfolio Manager, he managed both health care-specific assets as well as large cap diversified assets totaling more than $15 billion. He previously served as Senior Investment Officer at Boatman’s Trust Company (now a subsidiary of Columbia Asset Management) and as research analyst at Edward Jones.  
A Chartered Financial Analyst since 1991, Cole holds a Master of Business Administration from Texas A&M University and a Bachelor of Science in Business Administration from Washington University.
Investor Relations Honors & Awards
Global IR Forum
Global Top IRO
Winner: 2013, 2014
Global Top IR Program 
Winner: 2014
2nd Place: 2013 
IR Magazine
Best U.S. Investor Relations Officer -- Large Cap
Winner: 2011, 2012, 2013, 2014, 2015
Finalist: 2010
Grand Prix -- Best Overall U.S. Investor Relations -- Large Cap
Winner: 2011, 2012, 2013, 2014, 2015
Finalist: 2010
Best IR in Health Care
Winner: 2011, 2012, 2013, 2014, 2015
Best M&A IR 
Winner: 2014
Finalist: 2011, 2013
Best Earnings Calls
Winner: 2011
Best Investment Community Meetings 
Winner: 2012, 2014
Best Financial Reporting 
Finalist: 2013, 2014
Best Use of Technology for IR 
Winner: 2015
Best IR Website 
Finalist: 2011
Best Sustainability 
Finalist: 2013
Institutional Investor Magazine All-America Executive Team
Best IR Professional, Pharmaceuticals
Sell-Side Vote
1st Place: 2017
Best Overall IR Program, Medical Devices, Life Sciences, and Diagnostic Tools
Buy-Side Vote
1st Place: 2011
2nd Place: 2012, 2013, 2014
Sell-Side Vote
1st Place: 2011, 2012, 2013, 2014, 2015
Best IR Professional, Medical Devices, Life Sciences, and Diagnostic Tools
Buy-Side Vote
1st Place: 2011, 2013, 2014, 2015
2nd Place: 2012
Sell-Side Vote
1st Place: 2013, 2014, 2015
2nd Place: 2011, 2012
Institutional Investor Magazine All-America Executive Team - Midcap
Best IR Professional, Pharmaceuticals
1st Place: 2017
Best IR Program, Pharmaceuticals
1st Place: 2017
Best Analyst Days, Pharmaceuticals
1st Place: 2017