Corporate Overview

At Everest Technologies, our passion is providing scalable litigation discovery management solutions. With over 30 years experience, we have built systems and delivered service that brings order to chaos, reduces litigation risk, and provides greater control to in-house counsel while lowering overall costs.

We are tool-agnostic and proud of it. We want to bring you the best options to solve your problems on a case-by-case basis. There is no one-size-fits-all review platform. We are happy to offer our clients options so they can find the features, user-interfaces, and pricing-models that suit their project(s).

We seek to give clients the tools they want, the security they require, the advice they need, and the service they deserve. All at the prices they expect.

The Ownership Group

Sue Pellegrino, Owner & Chief Financial Officer

Sue is a seasoned veteran in the Accounting arena. She has spent over 25 years in the accounting field overall, with over a decade of experience in the paper and electronic discovery industry specifically. During her short tenure of ownership Sue has increased revenue by 14 percent through improved internal systems, increased account penetration, improved customer service and lowering prices for clients.

Prior to taking over Everest Technologies with her partners, Sue was an Accountant with KLDiscovery, one of the largest eDiscovery providers in the world. She came in to KLDiscovery with its acquisition of her former company, Copy Secure. She was tasked with overseeing all AR/AP for the Copy Secure business unit.

During her tenure at Copy Secure, prior to its acquisition, she was in charge of all corporate finances for the company, including AR/AP, Payroll, and tax preparation. Sue and the partners of Copy Secure grew it to a significant regional paper discovery provider, with an incredible loyal client base, and 7-figure revenues. She also oversaw the successful acquisition by KLDiscovery.

Sue holds an Associate of Science Degree in Business Administration and Accounting from Delaware County Community College, Media, PA, and a Bachelor of Arts Degree in Business Administration and Accounting from Cabrini College, Radnor, PA.

In her down-time Sue does fundraising and volunteer work for Camp Achieve of the Epilepsy Foundation of Eastern PA which is near and dear to her heart. She also contributes to the Crohn’s and Colitis Foundation and the Legacy Youth and Tennis Education Foundation. Also, she is an avid classic car enthusiast and owner, and she enjoys taking her custom 1966 Mustang to car shows and events across the country.

 

sue@everesttek.com

Stacy A. Wolfinger, Owner & Vice President of Security and Services

Stacy is 3rd-generation Law Enforcement in the Philadelphia Region. Her Grandfather, Father and husband all served on the Philadelphia Police Department and Stacy was a Probation/Parole Officer in Philadelphia as well.

With prior experience as a paralegal, she entered the eDiscovery industry as the office manager of KLDiscovery’s Ambler, PA location. From there she moved to their Information Security team and worked on the team tasked with the upkeep of their ISO27001:2013 certification. After KLDiscovery she went on to found Wolfinger Forensics, which provided consulting and services for their clients in Information Security, Incident Response, Data Collection, and Digital Forensics. She brings Everest Technologies her experience in Information Security Policy, Procedure and Enforcement, Evidence Handling, and Data Collection.

In her time so far as part of the ownership team at Everest Technologies she has implemented a strong security posture for client data, and obtained the coveted ISO27001:2013 certification for the company. She has also led the rebranding effort for the company and is in charge of their marketing efforts.

She possesses a B.A. in both Psychology and Criminal Justice from St. Joseph’s University. As a parent/step-parent to 5 children there is little down-time, but when it happens Stacy likes to find any way possible to see the beach and ocean. She also dedicates time to organizations that help children such as the Philadelphia Police Survivors’ Fund, the Krimson Foundation, the Bridesburg Boys & Girls Club, MonU Youth Soccer, Lansdale Cannoneers Football and Cheer and North Penn Youth Wrestling.

 

stacy@everesttek.com

Dennis Roberts, Owner & Vice President of eDiscovery

Dennis has worked in the legal services and litigation support industry in the Philadelphia region for more than two decades. He began his career in the late 1990’s as a paralegal for Wolf Block LLP. In the early 2000’s he transitioned to the growing area of litigation support, where he worked as an analyst until 2009, building processes and working with both eDiscovery tools and vendors daily. In 2009 he moved to Reed Smith LLP in the role of Senior Analyst, and he still serves Reed and its client-base today.

After decades of viewing the industry from the inside, Dennis (with his partners) took over Everest Technologies, where he is able to offer his deep insight into the vendor-law firm relationship dynamic, and offer input to the processes and systems that Everest uses to serve its clients. He has driven the internal vetting (by Everest) of their supporting vendors, streamlined relationships, and fought for better services and smarter contracts for Everest. His responsibilities include ensuring that Everest’s clients in N. NJ are properly serviced, and offering guidance on Everest’s workflows.

Dennis has a B.A., Political Science from University of Scranton, PA and a Corporate Paralegal Certificate from the Philadelphia Institute for Paralegal Studies in PA. He holds his LAW PreDiscovery EDD and Administrator Certifications, and is a Relativity Certified Administrator (RCA).

 

dennis@everesttek.com

Our Team

Tom Pellegrino, CEO

Tom joins Everest Technologies as CEO, continuing a storied career in the Litigation Support Industry spanning 3 decades. Like Mr. Roberts, Tom’s story begins at Wolf Block, in 1990, when he was still studying to be a paralegal. During that short tenure he saw the changes hitting the industry and the migration from paper to digital.  In 1991 he decided to join a top Philadelphia-region litigation support vendor and spent 11 years building a reputation with clients as an honest advocate for their litigation support needs. Tom had several positions during his time at the company but was mainly involved in Customer Service, Production Management and Sales. Tom finished his career with the company as one of the top Senior Account Executives billing 7 figures. Tom’s excitement and accomplishments in an ever-growing industry lead him to set out to start his own Litigation Support Company.

Tom formed Copy Secure, Inc. in 2001 with a goal of offering even better service for his clients. Through his leadership, Copy Secure delivered solution-oriented, client-centric results with high levels of client satisfaction.  In turn Copy Secure established itself as a leading vendor in the Philadelphia region and the company grew very quickly in an incredibly competitive industry.

In 2015 Copy Secure had grown so successful, in fact, that they had attracted the attention of a long-time partner on the eDiscovery side, KLDiscovery, LLP. They were acquired by KLDiscovery and continued providing service in the Philadelphia region as well as becoming the main hub for paper discovery for all KLDiscovery locations. Tom was General Manager as well as Director of Business Development during his time with KLDiscovery.

Today, Tom now begins the cycle anew; joining a family oriented, regional vendor in NJ, seeking to guide them with his perspectives on management, sales and business development in the litigation support world.

Tom is an avid golfer and enjoys being involved in several foundations including The Leukemia & Lymphoma Society, Crohn’s and Colitis Foundation, Camp Achieve with the Epilepsy Foundation of Eastern Pennsylvania, Legacy Youth Tennis and Education and The Pathway School -FORE the kids.

  

Brian Wolfinger, CTO

Brian has joined the Everest team as our first Chief Technology Officer. He brings with him decades of experience in the worlds of digital forensics and electronic discovery, and is working with our team to plot a course for the future of the company and the technologies we use to service our clients and keep their data secure.

Prior to joining us at Everest, Brian and his wife founded Wolfinger Forensics in 2016 after his retirement from LDiscovery. He has merged that company with Everest, adding thorough, fairly-priced services in the arenas of digital forensics, data collection, and online investigations to our roster of services. He has been involved in the digital forensics community since the late 90s and has deep expertise in all facets of legal technology.

Brian is one of the original four people who opened LDiscovery in 2005. He was brought aboard to be the architect of the technical infrastructure and service offerings of the business. He retired in June of 2016 as CISO and VP of Technology after 11+ years, 10 acquisitions and 2 successful recapitalizations. Brian supported the growth of that organization; from creating its first forensic lab in a spare bedroom in his home in Philadelphia, to becoming a global force in the eDiscovery marketplace with (at the time of his retirement) sales over $100MM annually, 300+ employees, and data centers across the US and in Europe.

He coordinated the corporate IT architecture that supports all services, created their security infrastructure, obtained ISO27001:2013 certification for LDiscovery’s eDiscovery practice, and was the in charge of the Software Development Division. He was the creator of LDiscovery’s RCMgr® suite of self-collection tools, and in addition to his Executive Management responsibilities, he provided expert witness analysis and testimony on Digital Forensics, E-Discovery process/procedures and other technical topics.

Before joining LDiscovery, Brian was a Manager of the Emergency Response Services at the industry-leading internet security vendor ISS (Internet Security Systems) and responsible for the investigation of computer security incidents at Fortune 500 Companies and Government Agencies.

Prior to his time with ISS, Brian was a Detective and Sergeant at the Philadelphia Police Department. As the lead investigator of the Economic and Cyber-Crime Unit, he designed and built the District Attorney’s digital forensics laboratory, investigated computer crimes, and examined digital evidence for the city’s prosecutors. He developed courses based on his investigations for the National Advocacy Center and used them to provide training for investigators and prosecutors at the local, state and federal levels.

Brian holds multiple security and digital forensic certifications. He has lectured for Carnegie-Mellon University, the American Prosecutor’s Research Institute, and dozens of other institutions. He designed digital forensic and information security curriculum for, and has served as adjunct faculty for, both Community College of Philadelphia and Chestnut Hill College.

Brian and his wife have a large, blended, family in suburban Philadelphia. He has been involved in the creation of multiple companies, and along with enjoying the entrepreneurial process, he enjoys coaching youth football and supporting programs that help children such as Philadelphia Police Survivors’ Fund, the Krimson Foundation, the Bridesburg Boys & Girls Club, Montgomery United Youth Soccer, Philadelphia Ukrainian Nationals Soccer Club, Lansdale Cannoneers Football and Cheer and North Penn Youth Wrestling.

bwolfinger@everesttek.com

 

 

Leroy Blades, Senior Analyst, CIO

Bill Bowers, Account Manager

Melet Bramwell, Imaging Specialist

Tracey Donnelly, Production Manager

Mark Fitzgerald, Vice President of Sales

Jesus Gainza, Senior Project Manager

Joseph D. McNamara, Vice President of Sales

John Trickey, Managing Director, Sales

Josh Williams, Project Manager