Meet Our Executive Team
Building and scaling a successful firm requires more than a strong strategy. It requires experienced leadership, disciplined execution, and the right operational foundation to support sustainable growth.
We partner with companies during critical stages of growth and transformation, providing executive leadership, operational expertise, and regulatory guidance to help leadership teams make informed decisions and achieve 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.
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.
Operators, Not Consultants
We don’t operate from the sidelines, we integrate into your team to drive execution.
Leverage Regulatory Expertise
Our deep regulatory expertise helps you reduce risk, avoid costly mistakes, and operate with confidence under FINRA, and SEC requirements.
Build for Scale
From formation through growth, one team supports your evolving needs with proven workflows and technology.
Senior-Level Execution
Senior operators lead and execute every engagement, so decisions are faster and execution is stronger, with less lift required from your team.
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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