Advising Institutional Investors and Asset Managers on Industry “Best Practices” Office: (202) 333-2324 | Mobile: (212) 920-6042



  • Based on 37 years of senior level experience in the Global Financial Services sector serving institutional investors
    Last 29 years in senior leadership, management and advisory roles in Global Asset Management “Long-Only” and Alternatives firms
  • Supporting Investment Teams: Research, Risk Management, Portfolio Management, Trading, Qualitative and Quantitative Analysis
  • Leading Investment Business Functional Teams: Legal, Compliance, Finance, Technology, Human Resources, Communications, Middle and Back Office, Third-Party Service Providers
  • Teams located in & managed under the regulatory regimes of: the United States, United Kingdom, Europe, Middle East, Tokyo, Beijing, Hong Kong, Singapore, Melbourne and Sao Paulo.
  • Independent investment business advisory firm not affiliated with any asset management firm, particular investment products or investment marketing firm; providing objective investment business management advice to institutional investors and global asset managers/alternatives managers.