Three Decades of Entrepreneurial Leadership

I provide an outsider's perspective and experience as a member of the executive team or board of my clients to assist in the design & execution of each firm's unique business strategy.

My clients represent a diversified collection of financial services companies consisting of wealth management firms (RIAs), a cadre of leading fintech companies, a fintech venture capital fund, a premier boutique investment bank, actively managed ETFs, and mutual funds.

My clients tend to be restless. They are not satisfied with the status quo and pay significant attention to how the industry is evolving. They are on a continual path of self-improvement, and they are focused on using new technologies to enhance the client experience and to scale with greater effectiveness.

In the end, it is all about execution – I strive to partner with clients to drive the results they seek. I keep my clients FOCUSED! Focused on the activities that drive success! Implementing a process for establishing the right goals, motivating the team through accountability, creating an impactful way to monitor results, and instilling a culture of collaboration (brainstorming) are all key to any organization's success. What gets measured gets results!