Shaping the future of wealth management

Over the last decade, technology has changed how work in wealth management gets done. Leveraging my years of experience, I am focused on helping firms navigate the next decade.

How Can I Help You?

Fractional Chief Operating/Sales/ Revenue/Marketing/Product Officer services
Analyze and optimize firm and strategy framework for growth
Develop winning client value proposition and messaging architecture
Assess and implement integrated wealthtech solutions
Review and select clearing and custody providers
Research and analysis services, including TAM, SAM, and market segmentation
Create high-performing teams via talent assessment + organizational design optimization