Strategy & Transformation · Financial Services
I build the strategy. Then I build the engine that delivers it.
Most people do one or the other. Fifteen years across wealth management, fintech, and regulated financial services — moving from conviction to execution and seeing it through.
I develop business strategy, build conviction with senior leadership, and then stand up the execution engine from zero — creating the governance, workstreams, decision paths, and risk controls that deliver complex programs across technology, operations, compliance, and front-line distribution.
I came up through corporate law (Yale, Debevoise) and management consulting (Marakon), then spent a decade leading growth and transformation inside financial institutions. I understand regulatory constraints the way operators do — not as obstacles, but as design inputs.
Wealth management. Digital investing. Retail financial services. Regulated distribution. B2B2C models. New business incubation inside large institutions. Programs that don’t fit neatly into an existing org chart.
I structure ambiguity. I develop differentiated strategy and then run the workstream that delivers it — and I know which one matters more at any given moment. I build bridges between legal, compliance, technology, and distribution teams who don’t always speak the same language, and then drive the decisions that actually move things forward.
Senior leadership team. 3,000 financial advisors. Retail wealth management — goals-based investing, retirement income, and insurance delivered nationwide.
Product owner of SpeciFi digital advisor — P&L, roadmap, and day-to-day performance. Managed the SigFig vendor relationship across product, growth strategy, and B2B2C contract governance.
Boutique consultancy focused on growth strategy and market entry for asset managers and RIA channels.
Two successive director roles: building a new consumer business unit from scratch, then leading enterprise readiness for a major regulatory change.
I’m always interested in what’s happening at the edge of wealth management — where distribution models are shifting, where regulation is creating openings, where the customer expectation has outpaced the product. If you’re working on something in that space and want someone to poke holes, ask hard questions, throw out bold ideas, and get genuinely excited about what’s possible — that’s the kind of conversation I’m always up for.