Managing Director
CurrentAsset servicing and asset management in the alternatives, direct lending, private credit, hedge fund, private equity, and capital markets domains
2024 - Present
~2 yrs 4 mos
AeroLeads people directory · profile
Brian C. Winters Email & Phone Number
Deal Advisory & Strategy | Transformation | Capital Markets | Client Services | Private Credit | Direct Lending | Alternatives
at
Boston Portfolio Advisors, Inc.
1 work email found
@im2consulting.com
3 phones found area 646 and 703
LinkedIn matched
4 data sources
Profile completeness 100%
Current company
Role
Deal Advisory & Strategy | Transformation | Capital Markets | Client Services | Private Credit | Direct Lending | Alternatives
Location
New York, New York, United States
Who is Brian C. Winters? Overview
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Quick answer
Brian C. Winters is listed as Deal Advisory & Strategy | Transformation | Capital Markets | Client Services | Private Credit | Direct Lending | Alternatives at Boston Portfolio Advisors, Inc., based in New York, New York, United States. AeroLeads shows a work email signal at im2consulting.com, phone signal with area code 646, 703, and a matched LinkedIn profile for Brian C. Winters.
Brian C. Winters previously worked as Managing Director at Boston Portfolio Advisors, Inc. and Board Advisor at Ai 2030. Brian C. Winters holds B.S., Business Management/International Economics from University Of Maryland.
Company email context
Email format at Boston Portfolio Advisors, Inc.
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{first_initial}{last}@im2consulting.com
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AeroLeads found 1 current-domain work email signal for Brian C. Winters. Compare company email patterns before reaching out.
Profile bio
About Brian C. Winters
A transformation expert, business builder, and corporate strategist that brings great ideas to life.With a focus on financial services organizations, I help drive change that fosters growth, profitability, and sustainability. Throughout my career, I've played a key role in growing businesses, leading talented teams, and delivering innovative solutions for my clients' most complex and critical challenges.As a partner at IM2 Consulting and during my tenure at PwC and KPMG, I've achieved nearly a billion dollars in revenue and operational improvements. I've facilitated over $38 billion in notable M&A transactions and led the implementation for over 12 back-office vendor optimization / outsourcing programs.I'm passionate about service excellence, technology, entrepreneurship, and enabling transformation.Areas of expertise includeStrategic Planning & Execution • Launching New Products • Market Entry • Financial Analysis • Forecasting • Mergers & Acquisitions (M&A) • Transactions • Client Services • Value Creation & Growth • Technology & Operations • Process Optimization • Automation • Budgeting & Fiscal Management • Profit & Loss (P&L) • Performance Improvement • Outsourcing (BPO) • Vendor Management • Communications • Team Building & Leadership • Solution Design & Problem Solving • Market Intelligence • Operating Models • Data Analysis • Stakeholder Management • Program ManagementKey domains includeCapital Markets • Alternative Asset Management • Investment Banking • Broker Dealers • Wealth Management • Asset Servicing • Market Infrastructure • FinTech • Asset Management • Private Banking • Securities Processing • Private Credit • Direct Lending • Private Equity • Hedge Funds
Listed skills include Financial Services, Strategy, Business Process Improvement, Management, and 53 others.
Current workplace
Brian C. Winters's current company
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6 roles · 26 years
Brian C. Winters work experience
A career timeline built from the work history available for this profile.
Board Advisor
CurrentHarnessing the power of artificial intelligence to drive change while ensuring a positive impact
2024 - Present
~2 yrs 4 mos
Senior Advisor / Director, Deal Advisory & Strategy
Advised c-suite clients on navigating M&A transactions. corporate strategy, and transformation.Supported organizations in their journey to identify, evaluate, acquire, and integrate strategic investments. Led notable transactions in the alternative asset management, investment banking, wealth management, asset servicing, and market infrastructure domains..
2020 - 2024
~4 yrs
Managing Partner / Owner
Founded and led boutique consulting firm. Provided strategy, transformation, and performance improvement solutions for financial services clients. Supported clients in launching new products or ventures, defining new ways of working, expanding into new markets, solving problems, optimizing business models, delivering change, and overseeing mission-critical.
2005 - 2020
~15 yrs
Angel Investor / Start-Up Advisor
Acted as advisor (both paid and un-paid), investor, or co-owner in various start-up / entrepreneurial ventures
2005 - 2019
~14 yrs
Senior Consultant, Capital Markets M&A
Provided corporate development, performance improvement, and deal advisory support to financial services, banking, and asset management clients. Part of core team that grew the Capital Markets M&A practice by 83%. Developed the firm's M&A playbook, generated $6M in new client sales, supported e-commerce / digital bank launch, and oversaw $10M in major.
2000 - 2004
~4 yrs
1 education record
Brian C. Winters education
-
University Of Maryland
FAQ
Frequently asked questions about Brian C. Winters
Quick answers generated from the profile data available on this page.
What company does Brian C. Winters work for?
Brian C. Winters works for Boston Portfolio Advisors, Inc..
What is Brian C. Winters's role at Boston Portfolio Advisors, Inc.?
Brian C. Winters is listed as Deal Advisory & Strategy | Transformation | Capital Markets | Client Services | Private Credit | Direct Lending | Alternatives at Boston Portfolio Advisors, Inc..
What is Brian C. Winters's email address?
AeroLeads has found 1 work email signal at @im2consulting.com for Brian C. Winters at Boston Portfolio Advisors, Inc..
What is Brian C. Winters's phone number?
AeroLeads has found 3 phone signal(s) with area code 646, 703 for Brian C. Winters at Boston Portfolio Advisors, Inc..
Where is Brian C. Winters based?
Brian C. Winters is based in New York, New York, United States while working with Boston Portfolio Advisors, Inc..
What companies has Brian C. Winters worked for?
Brian C. Winters has worked for Boston Portfolio Advisors, Inc., Ai 2030, Kpmg Us, Im2 Consulting Llc, and Various Companies.
How can I contact Brian C. Winters?
You can use AeroLeads to view verified contact signals for Brian C. Winters at Boston Portfolio Advisors, Inc., including work email, phone, and LinkedIn data when available.
What schools did Brian C. Winters attend?
Brian C. Winters holds B.S., Business Management/International Economics from University Of Maryland.
What skills is Brian C. Winters known for?
Brian C. Winters is listed with skills including Financial Services, Strategy, Business Process Improvement, Management, Vendor Management, Mergers And Acquisitions, Capital Markets, and Program Management.
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