C-SUITE consulting services to Asset Management Firms, Hedge Funds, Private-Equity Funds, Wealth Management Platforms and Technology Organizations seeking to navigate and capitalize on the convergence of traditional asset management, alternative investments and the individual investor.

Bridging the gap between Institutional Asset Managers and Individual Investors

Best in Class Product Development, Marketing Strategy and Distribution. Axio applies technology and highly trained personnel to drive awareness, product education, and sales conversion to every advisor in targeted distribution networks.

Global Head of Platforms and Individual Investor Client Segment including Product Development and Management

Global Platform Strategy and Execution, P&L Management, Due Diligence, Distribution and Risk Management

Responsible for Wealth Management Platform, P&L Management, Risk Management, Operations, IT, Legal and Compliance

Responsible for Product Strategy, New Product Development, New Products Committee Head and Chair Alternative Investments Due-Diligence Committee

Head of Alternative Products and Offshore Funds