Managing Director
Manhattan Beach, Ca, Us
I am a Managing Director with ECHELON Partners – the leading investment banking and consulting firm to the wealth and investment management industries. I specialize in helping wealth managers build strategic connections between people, performance and profitability. My areas of expertise and focus include valuation, organizational design and assessment, compensation consulting, succession and continuity solutions.Over the last 20 years, I’ve has worked closely with the largest and most influential wealth management organizations on a range of strategic projects and initiatives, while also partnering with industry’s leading custodians, broker-dealers, asset managers and technology providers.During my career with InvestmentNews, I oversaw the growth and success of the media company’s research, content strategy, digital, custom publishing and sales groups. I helped establish InvestmentNews’ position as the leading provider of business information, events and research to the wealth management industry – providing me with the opportunity to develop strategic programs, partnerships and executive relationships throughout the financial advice business.I also managed and produced InvestmentNews’ Benchmarking Studies, Adviser Research Dashboard, BD and RIA Data offerings, Top Advisory Firm Summit and Future of Our Business events.I am a regular presenter and moderator at major wealth management industry events, and I have been fortunate to have been featured in the Wall Street Journal, Fortune and the Chicago Tribune for my expertise and understanding of the wealth and investment management industries