Wealth Management Consulting and Training
Tailored Consulting ...
... to Solve Your Pain Points
No time to build, grow, and future-proof your business?
Between administrative work, compliance and other tasks you have to do - working in your business - you don’t have the time to do the things you need to do - working on your business.
What are the things you need to do?
You need to:
attract and retain more of the right clients
identify, negotiate and execute strategic partnerships
enter new market segments
buy another practice
prepare your practice for a sale
update or change your offering with minimal disruption
refine your staff management strategy
If you are looking for actionable and pragmatic solutions to solve your NEEDS, I am here to help you.
What I bring to the table:
Deep investment and client expertise
I have a Doctorate in Behavioral Finance and have built and launched two unique and state-of-the-art investment platforms.
Strategic planning and execution expertise
I launched new strategic initiatives, led M&A transactions and integrations (as investment banker and wealth management executive), and advised on strategic positioning.
Hands-on operational experience
I have built and led 3 wealth management businesses with $80B+ in assets.
People management expertise
I managed sales teams and led restructuring efforts.
Legal and corporate experience
I ran P&L units, led large multi-disciplinary teams, negotiated shareholder agreements and commercial contracts, and reported to regulators and boards.
I advised mid-sized boutiques and large asset management firms on new market entry, strategic growth initiatives, and designing and implementing change management.