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I help CEOs, COO's and IT leaders build companies that scale cleanly, culture-first, capital-disciplined, and outcome-aligned.​​​

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That approach reflects my own experience operating at scale across highly competitive, institutional hedge fund environments and in senior Prime Brokerage technology and execution roles at Morgan Stanley and Barclays Capital.​​​

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Together, we align leadership, operations, and technology to enable durable, compounding growth.

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Executive advisory
Built for operators

Are Your AI Tools Reg S-P Compliant?

Most RIAs don't know where their enterprise AI configurations leave them exposed. We mapped the gaps across Notion, NotebookLM, Claude Enterprise, and ChatGPT — against every material Reg S-P requirement.

Services

  • AI Transformation

    AI adoption grounded in culture, continuous improvement, and risk-aware governance.

  • Organizational Excellence

    Clear leadership roles, decision rights, and cadence that enable decisive execution.

  • Strategy Consulting

    Strategy translated into execution by aligning objectives, rhythm, and technology.

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