Our Recommended Network
At Rose + Porterfield, our mission boils down to one thing: helping you solve people problems. We may not always be the perfect fit to tackle the problem you’re facing – but after over three decades of working with people in every industry, we probably know who is. Below is a list of trusted resources that we recommend to help you with both personal and professional issues outside the scope of our expertise.
Clinical Psychology and Counseling
Dr. Patricia Rose, PhD
Expertise: Executive-level Therapy/Men’s Issues/Self-esteem/Growth/Stress/Addictions
Humans are complex creatures, and at Rose + Porterfield we understand that personal matters often overlap with business. If you’re struggling with personal or family issues that may be impacting the challenges you’re facing at work, working with a professional counselor can make all the difference. For over 20 years, Dr. Patricia Rose has worked with individuals and couples to help them be as successful in their personal lives as they are in their professional lives.
While we don’t handle executive search ourselves, we certainly know how critical finding “the right fit” is to your success. In over 30 years of working with businesses from nearly every industry, we have met a number of excellent search professionals who can bring specialized expertise to help in you in your hunt.
Expertise: Board Recruiting, Board Advisory, Chief Executive Officer Recruiting
Matrice, a graduate of the University of Pennsylvania, has over 20 years of experience in the executive search industry. She has developed a depth of knowledge about corporate governance and an overwhelming desire to help companies change their communities.
Before founding Ellis Kirk Group, Matrice led board and CEO assignments at two large global search firms and a boutique search firm. She began her search career in the Consumer Goods and Services and Private Equity Practices, as well as the Financial Officers Practice. Her early career was as an officer in commercial banking at MBank, the vice president of the Office of Management and Budget at Dallas Area Rapid Transit, and leading the Dallas office of investment banking firm Apex Securities.
Matrice and her husband, Ron, are empty nesters mostly living in Dallas, Texas. Her interests span the arts, education, and transportation. Matrice is the chair emeritus and life board member of the AT&T Performing Arts Center and is a Dallas City Council appointed board member of the DFW Airport Authority. She was appointed to the Jefferies Financial Group board.
Expertise: Consumer Goods & Services, Industrial Services, Healthcare & Higher Education
Prior to joining Korn Ferry, Mr. Zera was with another major executive search firm for 16 years, where he specialized in the QSR/ restaurant segment of their Consumer Goods & Services Practice. Prior to entering executive search, he worked for Frito-Lay (a division of PepsiCo) and Nucor Corporation. He also held an administrative role at Iowa State University for three years and has served on the President’s Research Council at the University of Texas Southwestern Health Services Center.
With more than two decades of executive search experience, he is a specialist in the consumer arena. Additionally, he has deep expertise in the industrial, healthcare, and higher education sectors. He has worked with global companies as well as entrepreneurial startup organizations and both franchise and non-franchise multi-unit environments.
Mr. Zera holds a master’s degree in counseling psychology and a bachelor’s degree in political science from Miami of Ohio University. He serves on the board of the Chiapas Project, an initiative of the Grameen Foundation that provides microfinance to impoverished women living in Mexico’s poorest state. He is also on the board of OLPH, an inner-city school in Dallas.
Expertise: Transportation/Distribution/Logistics, Industrial Services/Manufacturing, Energy & Natural Resources
Dave is the leader of Caldwell Partners’ Industrial Practice and their Dallas office. With over 20 years of executive search experience, Dave has successfully completed searches for board directors, chief executive officers, presidents, chief operating officers, chief financial officers, and a broad range of functional vice presidents, and has placed these executives in start-up firms, small and medium-sized public and private firms, and major corporations.
Before embarking on his corporate career, Dave spent 20 years serving his country as an officer in the US Marine Corps. He held numerous flying assignments, served as the Chief of Global Programs for the Special Operations Command, and served on the staff of Marine Weapons and Tactics Squadron One.
Dave serves on the board of Heroes on the Water, a not-for-profit organization that helps wounded warriors relax, rehabilitate, and reintegrate through kayak fishing and the outdoors. A National Association of Corporate Directors (NACD) Board Leadership Fellow, Dave also serves on the advisory board of the North Texas Chapter of the NACD. He is a member of the Helicopter Association International, holds an FAA commercial rotary-wing instrument pilot certificate, is a former 20-year U.S. Soccer Federation referee, and has completed eight triathlons.
Don’t see the resource you need? We’re more than happy to make a personal referral! Just reach out.
Not sure what you need?
If you’re facing people problems at work, we’re here to help. And if your team is doing great, we can make them even better. If you give us a little information below, we’ll schedule a consultation with up to three members of your leadership team. During this consultation, we can talk about the challenges and goals facing the most critical resource at the heart of your company: your people. If you decide to work with us after your consultation, the cost of the call will be applied to your contract.
Free Wraparound Interview
Preparing for succession?
Transferring your business to the next generation of leadership comes with plenty of unique challenges – and when you’re dealing with the legacy of a multi-generational family business, the psychological and emotional complexities become even harder to navigate. Make sure you find the right fit for the next era of your business by using this brief Guide to Choosing the Ideal Successor.