Meet Our Founders
Experienced Operators. Strategic Partners. Measurable Results.
Amber is a dynamic, cross-functional executive with over 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.
Kristina is a compliance professional with over 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, L.L.C., and Arrowstreet Capital, L.P. 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.
Helping RIAs, broker-dealers, and emerging firms navigate growth, operations, and regulatory challenges, with experienced leadership and trusted industry relationships.
Building and scaling a successful firm takes sound judgment, experienced leadership, and strong execution.
Trilogic Partners works with firms navigating growth, operational challenges, and regulatory demands. We bring practical experience, executive leadership, and thoughtful guidance to help businesses make sound decisions and operate effectively. Where additional expertise is needed, we draw on trusted relationships with specialists across HR, IT, Risk, Product, Information Security, and Marketing.
Leadership Across Practice Areas
We partner with emerging and established firms to build, strengthen, and scale their businesses. Our experienced operators work alongside leadership teams to solve complex challenges and navigate periods of growth and change. By bringing executive-level expertise directly into the organization, we help firms build stronger foundations and position themselves for long-term success.
We have built new advisers and partnered with established firms through periods of meaningful change. Our focus is aligning strategy, strengthening decision-making, and positioning firms for long-term growth. Click here to learn more.
We help companies drive profitable growth through complex operational change. Throughout, we focus on operational leadership that builds scalable systems and strengthens execution. Click here to learn more.
Our Approach
Most consulting firms deliver recommendations and move on. We believe lasting results come from working alongside your team to solve problems, execute strategically, and create long-term value. Our approach combines hands-on operating experience, deep regulatory expertise, and senior-level leadership to help your firm move forward with confidence.
Experience That Goes Beyond Advice
We’ve been in leadership roles where outside advice looked good on paper but didn't reflect how our businesses actually operated. That’s why we started Trilogic Partners. We work alongside leadership teams, bringing firsthand experience, sound judgment, and practical solutions to real business challenges.
We don’t just advise from the sidelines. We get involved and help get the job done.
Regulatory Expertise That Works in Practice
Regulatory requirements are one thing. Applying them to the realities of your business is another.
We turn FINRA and SEC requirements into practical compliance programs that fit your business, address real risks, and work in day-to-day operations, without adding unnecessary complexity.
Build for Scale
From formation through growth, one team supports your evolving needs with proven workflows and technology. We've done it firsthand, from launching startups to rebuilding entire programs.
We build the processes, workflows, and adopt the technology your firm needs to operate efficiently and scale for what comes next.
Senior-Level Execution from Real Operators
Trilogic Partners provides fractional CEO, COO, and CCO leadership on a retainer or project basis, giving firms experienced support without the need for an immediate full-time hire.
We help solve real-world compliance and operational challenges with practical solutions tailored to your firm.
How We Work
We are in it for the long haul. We're a business partner, not a project shop. We work with your team at the highest levels to deliver strategic thought leadership and extraordinary business value. We do not charge by the hour, we charge a fee for our services that is aligned with the value of our thinking, and is agreed upon in advance. Every engagement is tailored to your firm's goals, but our process follows a proven framework designed to deliver practical results with minimal disruption.
We begin by understanding your organization, leadership priorities, operational challenges, and regulatory environment. Through conversations with key stakeholders and a review of your existing processes, we identify the areas where experienced executive support will create the greatest impact.
Based on our assessment, we develop a clear, actionable roadmap that outlines priorities, defines executive responsibilities, and recommends the level of support needed. Whether you're filling a leadership gap, preparing for growth, or strengthening compliance, you'll have a plan aligned with your business objectives.
Our senior professionals step into the role your organization needs, providing hands-on leadership, driving initiatives, making decisions, and working alongside your team. We don't simply advise; we execute and help build momentum from day one.
As your organization matures, we document processes, mentor internal leaders, and establish sustainable operating practices. Our goal is to strengthen your team's capabilities so improvements continue long after our engagement concludes.
Business needs evolve, and we're available as a trusted executive resource whenever new challenges or opportunities arise. Whether you need strategic guidance, interim leadership, or specialized expertise, we provide flexible support that grows with your organization.
When We Help
Navigate Change. Accelerate Growth.
Financial services firms often reach a point where growth, complexity, or regulatory demands require additional leadership capacity. We partner with executive teams facing critical moments, providing experienced operators who can strengthen operations, address complex challenges, and help execute strategic priorities.
Great ideas work best when coupled with a strong foundation. We help from the start, whether it be creating a compliance program from scratch 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.
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