FP Transitions is a specialized business consulting firm dedicated to wealth managers and independent financial advisors. We offer a full-service, concierge approach to supporting advisors during key points in their life cycle. We offer comprehensive, coordinated, and customized solutions to achieve long-term, sustainable business growth. As a senior consultant, I work with financial advisory firms across the country to help them reach all their goals, including both internal and external solutions.With over 20 years' experience in the wealth management space, our core services include mergers & acquisitions, enterprise development, transaction support, synthetic equity, succession planning, business valuation, compensation structuring, growth strategies, and the Equity Management System®—a membership program designed to help advisors value, protect, and grow their businesses.

Daintree Advisors is an employee-owned wealth management and multi-family office firm. Clients from across the country are provided with comprehensive financial planning, investment, and family office services consistent with their unique goals and objectives. Daintree professionals focus on both tax-efficient and socially responsible investing as well as philanthropic planning. Daintree Divorce Consulting is a specialized practice area working with both clients and their advisors as they navigate the divorce process. Daintree does not sell any products in order to keep their advice free of conflicts and to foster enduring client relationships built on integrity, responsiveness, and trust.www.daintreeadvisors.com

Pathstone Federal Street was formed in 2016 with the combination of Pathstone Family Office and Federal Street Advisors. As Co-COO my responsibility was to integrate the two firms, with particular emphasis on all trading, reporting and operational functions. Pathstone Federal Street is an independent, employee- and family- owned advisory firm that offers multigenerational families and institutions strategic wealth management and customized investment services. With decades of experience as trusted advisors, we employ an advocacy-focused model that empowers our clients to define and achieve their unique long-term goals and support their legacy. The firm has a long history of providing integrated family office services and a long-respected internal manager research and due diligence process, and leadership in sustainable and impact investing.

Federal Street Advisors provides conflict-free investment consulting and wealth advisory services to a select group of clients, with particular focus on clients in transition, complex multi-generational families, and mission-oriented non-profit organizations. Our consulting and discretionary businesses both cater to high net worth individuals, non-profit organizations, and foundations.We currently oversee over $4 billion in client assets. Often our clients come to us at a transition point such as the sale of a business, the funding of a foundation, or the transfer of wealth from one family member/generation to another. For each client we design, implement, and manage a unique strategy to meet that client's specific goals.As Chief Operating Officer and Chief Wealth Advisory Officer I am responsible for anything and everything involved with delivering Federal Street’s services to clients, from the advice we provide to the behind the scenes implementation of their portfolio strategies.

Independent consultant to the Wealth Management industry. Areas of focus include operational efficiencies, industry best practices, marketing strategy, client relationship management, organic and inorganic growth initiatives

Adviser Investments, founded in 1994, is an independent, personalized money management firm dedicated to serving individuals, trusts, institutions, and foundations. Adviser specializes in mutual funds, exchange-traded funds, and undiscovered managers. The firm (along with its affiliate Kobren Insight Management) manages over $3 billion for more than 2,000 clients nationwide. The minimum account size is $350,000.Adviser Investments acquired Kobren Insight Management in 2011. As Chief Investment Officer of the combined company, the primary responsibilities include complete integration of the two firms including all front and back office systems as well as the selection and implementation of a new portfolio accounting, billing and trading system.

Kobren Insight Management was launched in 1990 as one of the original Registered Investment Advisors specializing in mutual fund investing. Over the course of 23 years, took this company from a concept to one of the largest RIA's in the country with over $1 billion in assets under management for approximately 1,000 clients in all 50 states. Clients included high net worth individuals, foundations, endowments, trusts, defined contribution plans, annuities and retirement assets. In 2005 lead the management team effort to sell the company to E*TRADE Financial and become the wealth management division for this large, publicly traded financial services broker/dealer. In 2011 the firm was acquired by Adviser Investments, another leading RIA in the industry.Responsibilities at Kobren Insight Management included:Management: full profit and loss responsibility for the firm. Direct reports included: sales, relationship management, trading, operations, finance, compliance, IT and HR. For the in-house mutual fund family served as the Chief Financial Officer, Chief Compliance Officer and Treasurer.Sales and Relationship Management: personally sold brought in the first $100mm in assets, grew assets to over $1 billion, maintained relationships for certain of the firm's largest clients.Marketing: developed numerous marketing campaigns, advertisements, direct mail programs, seminars, webinars, collateral materials.Product Management: established a four fund mutual fund family, hedge fund, managed annuity programs, managed defined contribution and 401(k) program as well as products to be on various investment platforms and TAMP's.Operations: responsible for all aspects of the operation environment to support the business including trading systems, performance measurement, compliance, billing and reporting.