David Kantrowitz Email & Phone Number

I advise strategic and functional leaders of organizations across the Wealth Management value chain, including product & platform manufacturers and providers, as well as a myriad of service providers, including RIAs, broker-dealers, bank-based providers, and insurers.I have experience in both Management and Strategy consulting, having supported clients in the development, execution, and evaluation of organizational transformations, including:•M&A: pre-close due diligence and strategic planning, post-deal integration•Vendor selection and implementation management•Op model design and implementation•Performance improvement: cost reduction and operational assessmentsI’ve also led a variety of research-oriented initiatives, including assessing the drivers behind technology transformations in Wealth Management.

New York City Metropolitan Area

New York City Metropolitan Area

Ithaca, New York Area

I was proud to serve as a Johnson Leadership Fellow and Career Work Group Leader, positions in which I leveraged my prior experiences, both inside and outside of the classroom, along with extensive leadership training, to support the personal and professional development of the Johnson School's class of first-year MBA candidates. As a Johnson Admissions Group student interviewer, I also played a part in the selection of students for Johnson's future classes of MBA candidates. I was also selected by faculty to serve as a teaching assistant (TA) for several consulting-related courses.As co-president of Big Red Microenterprise (BRM), I worked closely with the Johnson School's Center for Sustainable Global Enterprise to recruit and select teams of students to act as business coaches to sustainably-focused small businesses in the Ithaca area. As vice president for business development for Big Red Consulting (BRC), I similarly engaged with community business leaders to source projects from regional and national businesses on which teams of students worked to gain real-world consulting experience.

Greater New York City Area

As a senior associate intern, I worked with clientele of various sizes to help them appropriately assess and act upon broad-based technology initiatives, while supporting client engagement work across the spectrum of development, from proposal to implementation. Leveraging my prior experience in retail and institutional client management, I assisted in the crafting of proposals, as well as the development of project plans and scopes, while meeting with and presenting to hundreds of wealth management professionals and leaders across six states.

Oaks, Pennsylvania

Working within the SEI Advisor Network’s National Accounts team, I managed strategic partnerships with independent national broker-dealers. I was responsible for the distribution of SEI’s dynamic wealth management solution to the leadership and affiliated representatives of broker-dealers, and partnered closely with key organizational personnel to ensure efficient approval and delivery of all elements of the SEI support model. Through ongoing communication, I coordinated with broker-dealers to ensure mutual attainment of business development and revenue goals.

Oaks, Pennsylvania

I partnered with a Regional Director and a Relationship Project Manager to form the internal component of a wholesaling team responsible for partnering with financial advisory firms in Northern Texas and Oklahoma. I provided case support, proposal design, practice management and client interface assistance to financial advisors seeking to grow their practice by converting and outsourcing their fee-based advisory business. Through extensive consultation and careful analysis, I put the power of SEI Investments—a leader in turnkey asset management programs—to work for advisors and their staffs. Working within the specialized framework of SEI’s Advisor Network, my external partners and I assisted in the management of assets with a market valuation of over $2.5 billion.

Bala Cynwyd

As a financial consultant in AXA Equitable's specialized Retirement Benefits Group, I helped individuals and families identify and implement strategies to achieve their specific financial goals. My service emphasized a systematic, personalized approach to planning for various contingencies, personal milestones, and retirement. Though careful consultation, I was able to develop a robust client base.

Greater Philadelphia Area

As an independent consultant partnering with a national economic policy nonprofit organization, I implemented strategic messaging goals, conducted research, compiled issue-specific reports used in developing organizational policy positions, and formulated and delivered presentations to the public throughout Pennsylvania. I also acted as the primary point of project development, coordination and execution for statewide tour to present proposed policy prescriptions on energy and economic policy to the general public.

Master Of Business Administration - Mba

Activities and Societies: I served as a Johnson Leadership Fellow (JLF) and Career Work Group Leader. As a Johnson Admissions Group.

Bachelor Of Arts (Ba), Management And Political Science

Activities and Societies: Phi Beta Kappa; Pi Sigma Alpha national political science honor fraternity; Pi Lambda Sigma national management.