Our deep expertise in legal, finance, accounting, and compliance provide you with a reliable and stable foundation, so that you can focus on what you do best — running your business.
Meet Our Executive Team
Amber is a dynamic, cross-functional executive with nearly 20 years of financial services experience. After Harvard Law School, she built her foundational knowledge at law firms WilmerHale and K&L Gates and then went in-house at Natixis and Citibank. Ultimately, she found her niche in helping start and lead young asset managers and RIAs, including when, as Deputy CEO, she helped her company successfully navigate twentyfold growth in three years.
Bradley is a Chief Financial Officer and Corporate Controller with 20+ years of leadership experience at PricewaterhouseCoopers, Fortune-level corporations, and high-growth enterprises. A U.S. Naval Academy graduate and former Navy Lieutenant with an MBA from Boston University, he drove revenue growth and led acquisition integrations with a focus on internal controls, technology and automation.
Kristina is a compliance professional with 20 years of experience tackling regulatory challenges. Kristina optimized risk management and streamlined operations at Mirova US, PSG Equity, L.L.C., The Baupost Group, LLC, and Arrowstreet Capital LP. As a graduate of McGill University (BA) & the University of Albany (MPA) she brings strong academic and professional foundations to her role as Chief Compliance Officer.
We help companies in all stages of growth.
Great ideas work best when coupled with a strong foundation. We help from the start, whether it be creating a compliance program from scratch, starting a repeatable bookkeeping process or working to ensure outside counsel is efficient, we provide support wherever it is most needed. Click here to learn more.
Success after the early stages requires serious care about how to best grow a team. Companies can’t risk their reputation, nor their profitability. Most executives have limited time to train and implement suggestions from traditional consultants. We help companies through this process, step-by-step. Click here to learn more.
Whether it be a necessary reduction in force, or a renewed focus in an area that requires a sudden increase in staffing, we help ease the shift to allow companies time to adjust their strategic plan. Click here to learn more.
We offer executive level leadership across practice areas.
We have worked in-house and at large law firms, at small start-ups, and at large conglomerates. In each, we focused on practical, business friendly, solutions. Now, we help other companies do the same, with hands on leadership. Click here to learn more.
We help companies drive profitable growth, optimize acquisition integration, and execute complex financial transformations with accuracy, efficiency, and strategic insight. Click here to learn more.
Powering transformation at every stage