Chief Executive OfficerSee bio
Dave Perotti is the CEO of E Source. He has extensive experience leading management teams and companies to grow and scale their respective companies to provide increased value to clients and shareholders. Dave’s experience throughout his career has been at the nexus of B2B service, technology, and data. Prior to becoming CEO, he served as chairman of the E Source board since 2019 and as an operating partner for Align Capital Partners. Previous roles include CEO of eRecruit, a high-growth private equity–backed software-as-a-service (SaaS) company; several senior roles at Electronic Data Systems, including as a member of the Global Operating Committee; and various other management and board of director roles.
Chief Strategy OfficerSee bio
Matthew Burks is the chief strategy officer, overseeing new product development, strategic partnerships, and corporate strategy for E Source. He has years of experience advising North America’s largest utilities on the connections between energy, technology, society, and policy. Matthew is an industry thought leader in the rapidly evolving electric and gas utility sectors, with a vision for innovating energy-related products and services and an extensive knowledge of customer experience. He focuses a behavioral lens on energy consumers and takes a holistic view of utility markets, disruptive technologies, and new business models.
President, Research and AdvisorySee bio
Michael Carter oversees the E Source subscription products and is responsible for the company’s growth and strategic direction. Over 25 years of experience in the energy industry has given Michael deep expertise in energy markets, electric power generation, power market analysis, renewable power, sustainability, and the transition to a low-carbon economy. He regularly acts as an adviser and board member to industry-focused businesses and start-ups. Before joining E Source, he served as chief revenue officer for Energy Acuity and division head of SNL Energy.
Vice President of Commercialization, Data ScienceSee bio
Tom Martin is the vice president of commercialization for E Source Data Science. He’s a key partner to E Source clients in demonstrating how data science solutions can help solve their challenges. Prior to this role, Tom served as managing director of Data Science at TROVE, and he led the implementation of new technology and analytics at PG&E to reduce the company’s operational costs, improve safety, and increase grid reliability.
Chief Revenue OfficerSee bio
Cheryl Stookes is an accomplished sales and marketing professional with 20 years of experience in B2B technology sales in Canada and the US at Softchoice, SHI, Lenovo, and AWS. In her previous role at Softchoice, she led all marketing and partner program functions while managing demand generation, portfolio marketing, communications, and digital. Cheryl is a passionate advocate for inclusion, diversity, and equity. In October 2020, she published her debut book, The Token Woman: A Guide to Thriving as a Female Leader in Sales, to empower other women leaders in the industry. She’s an adviser to the WIT (Women in Technology) network, a global nonprofit.
Chief Technology OfficerSee bio
Dr. Adam Stotz is the chief technology officer at E Source, where he directs the strategic design, management, and implementation of the company’s product technology infrastructure. He’s obsessed with making data useful by incorporating predictive data science into his leadership. Before joining E Source, Adam was a principal research scientist at CUBRC, a leading data science research and development firm, where his team delivered predictive-analytics solutions for the US defense and intelligence communities.
Vice President and Chief People OfficerSee bio
Marnie Urbach, SPHR, SHRM-SCP, has more than 20 years of experience leading human resource teams at growth organizations. Throughout her career she has supported businesses in all essential HR functions, including benefits, recruitment, compensation, performance management, employee relations, and more. She has played an instrumental role in post-acquisition HR integration activities. Marnie joined E Source in 2021 and previous roles include human resources director with The Stepping Stones Group, Tecomet, Inc., and VisionTEK.
Chief Financial OfficerSee bio
Jonathan Willcox, CPA, is the chief financial officer. As an active member of the Buffalo startup community, he has been a judge for Ignite Buffalo, an organizer for Techstars’ Buffalo Startup Weekend, and an adviser to startups and seed funds. Jonathan serves as the board treasurer of Westminster Economic Development Initiative, board treasurer of Field and Fork Network, and board member of Niagara University Accounting Advisory Board. He’s the former chair of the New York State Society of CPAs Buffalo Chapter Technology Committee.
Vice President, Enterprise Strategy and New Products
Senior Vice President, Customer System Consulting
Vice President, Customer System Consulting
Vice President, Water Loss Consulting
Senior Vice President, Management Consulting
Vice President, Innovation, Technology Planning and Implementation Consulting
Vice President, Customer Engagement Solutions, Research and Advisory
Vice President, Technology Planning and Implementation Consulting
Vice President, Sales Support and Engagement, Research and Advisory
Senior Vice President, Business Development, Technology Planning and Implementation Consulting
Senior Vice President, Water Loss Consulting
Vice President, Technology Planning and Implementation Consulting
The E Source advisory board is the executive committee providing guidance and thought leadership to E Source and to the energy utility market in general. Their wisdom, dynamic insight, innovative advice, and utility experience influence E Source decisions about research, strategy, and market direction. Their unbiased opinions provide wide perspectives as well as wise counsel on big-picture issues.
Former CEO, Tucson Electric Power and Illinois PowerSee bio
Charles Bayless was one of the first utility leaders to recognize the promise of distributed generation as a less risky and cleaner alternative to investment in conventional central-station generation. Bayless has been chairman, president, and CEO of both Tucson Electric Power (UniSource Energy) and Illinois Power (Illinova Corp.). Before that, he served in senior positions at Public Service of New Hampshire and Consumers Power (now Consumers Energy). Bayless has served on the boards of more than 15 organizations, including the Ontario Power Authority, the Electric Power Research Institute, and the Edison Electric Institute.
Senior Attorney and Codirector, Natural Resources Defense Council Energy ProgramSee bio
Ralph Cavanagh is a champion of the notion that environmental solutions should contribute to the bottom line of polluting businesses, something that traditional regulations prevented. Cavanagh’s unparalleled success in persuading regulators of the merits of this once-unorthodox view helped to prove that utility regulatory reform is viable and that it yields substantial environmental gains. He has used public policy in an exemplary way to bring about positive, widespread changes in existing regulations and practices. Cavanaugh has been with the NRDC since 1979; he also served for 10 years as a member of the US Secretary of Energy’s advisory board.
John Di Stasio
President, Large Public Power CouncilSee bio
John Di Stasio was formerly the general manager and CEO of SMUD, where his accomplishments included improving reliability and offering some of the lowest electricity rates in California. He was also instrumental in securing a $127.5 million grant from the US Department of Energy to pursue a smart grid infrastructure project. Di Stasio is the past president of both the Northwest Public Power Association and the California Municipal Utility Association and the vice chair of the Large Public Power Council.
Board of Trustees of the North American Electric Reliability Corp.See bio
In February 2021, Sue Kelly was elected to serve a three-year term on the Board of Trustees of the North American Electric Reliability Corp. Before that, she was president and CEO of the American Public Power Association (APPA). Kelly joined APPA in 2004 as senior vice president of policy analysis and general counsel. She is a former principal with Miller, Balis & O’Neil, PC, where she represented electric utilities and their trade associations as well as other governmental entities, assisting them with restructuring-related issues before the US Federal Energy Regulatory Commission, federal appellate courts, and state public utility commissions.
Senior Director, Regulatory Policy and Compliance, SRPSee bio
Delia D. Patterson oversees SRP’s compliance with the Federal Energy Regulatory Commission, North American Electric Reliability Corporation, and Environmental, Safety, and Health; its Arizona Corporation Commission regulatory efforts; and its corporate political action committee. Prior to joining SRP, she was SVP of advocacy and communications and general counsel for the American Public Power Association. She was also the organization’s chief legal officer. Patterson served six years as a commissioned officer in the US Navy within the Naval Nuclear Propulsion Program. She earned a JD from the Georgetown University Law Center, an MS from Virginia Tech, and a BS from the United States Naval Academy.
Founder and Managing Director, EnerTech CapitalSee bio
Scott Ungerer has been a leader in venture capital investing for the traditional and advanced energy sectors for nearly 20 years. He is one of the few in his field with an extensive and proven investment and management operations history. Ungerer looks for opportunities that reduce the cost and improve the customer experience related to all aspects of energy supply, delivery, and usage. His areas of expertise include companies that sell into central and distributed power generation; electric transmission; electric, natural gas, and water distribution; energy management for the customer premise; intelligent grid; and transportation.
Principal, Mindset MattersSee bio
Roger Woodworth has dedicated his life to helping people favorably transform the forces that shape social and economic outcomes. Over his 37-year career at Avista, he held a variety of roles, including vice president of operations, vice president for sustainable energy, and vice president of customer solutions. Prior to his early retirement in 2016, Woodworth served as corporate vice president and chief strategy officer. He was also president of Avista’s development subsidiary. As principal of Mindset Matters, Woodworth helps people refresh strategies, align efforts, and expand connections to achieve greater things. His clients include a wide range of for-profit, municipal, academic, and nonprofit organizations.