To survive in today’s market, an investment firm must be lean and scalable, have a solid strategy for growing the business, and possess the controls necessary to identify risk. That is where I come in. I take small and mid-sized asset management companies to the next level by leveraging an ...more

To survive in today’s market, an investment firm must be lean and scalable, have a solid strategy for growing the business, and possess the controls necessary to identify risk. That is where I come in. I take small and mid-sized asset management companies to the next level by leveraging an operational model that optimizes staffing, improves efficiency, reduces errors, and increases scalability. I provide the strategy, vision, financial acumen, operations expertise, technology leadership, and client servicing that results in a high performing-investment management organization with strong top- and bottom-line results.less