I am Founder and Principal at Alpha Spear Advisory, LLC, an independent consulting firm that provides counsel and leadership on the distribution of asset management products, platforms, and services. With multiple years of experience in this role, I have successfully worked with traditional and ...more

I am Founder and Principal at Alpha Spear Advisory, LLC, an independent consulting firm that provides counsel and leadership on the distribution of asset management products, platforms, and services. With multiple years of experience in this role, I have successfully worked with traditional and alternative products (Private Market Equity, Debt, Real Estate / Hedge Funds / FOHFs) and platform sponsors and manufacturers, helping them increase their sales, assets under management, and revenue growth. My professional career is well acquainted with the sales and marketing nuances accorded to specific target channels. I have also devised and executed go-to-market strategies and tactics for innovative and emerging solutions, such as the nation's first cryptocurrency Digital Turnkey Asset Management Platform (DTAMP). My core competencies include critical thinking and strategic leadership, business innovation, sales and sales management, national account / relationship management, and strategic negotiations, which I have developed and demonstrated throughout my career in the asset / wealth management industry. I have a proven track record of building, growing, and leading successful distribution businesses, with a focus on sales and national accounts, across different market channels and segments, such as diverse Financial Intermediary Wealth Platforms and Financial Advisors, RIA Custodians and RIA Firms, Private Banks, Trust Banks, Institutional Consultants, Pension Plans, Endowments/Foundations and Non-Profit Associations. I have also transformed and revitalized sales of traditional and alternative investment solutions, using my in-depth knowledge, consultative sales process execution, and business development data metric analysis. My mission is to leverage my unique industry perspective and expertise to create value for my clients and partners, and to empower and motivate my team to achieve excellence.less