Experience Matters.

Who We Are

Our team of experts have sat in your seat. We understand the opportunities and challenges in front of you. Our expertise and approach differentiate us from traditional management consulting firms – we’re a creative team of first-movers, doers, and problem-solvers with a deep bench of industry experience you can’t find anywhere else.

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Andrea Bornstein-Bayer
Andrea Bornstein-Bayer
Chief Operations Officer
All Teams
Leadership
Executive Leadership
Dave Malone
Dave Malone
Executive in Residence
Executive in Residence
Doug Fritz
Doug Fritz
Co-Founder & CEO
All Teams
Leadership
Executive Leadership
Jen Fox
Jen Fox
Executive in Residence
Executive in Residence
Joe Nadreau
Joe Nadreau
Executive in Residence
Executive in Residence
Laura Korbel
Laura Korbel
President
All Teams
Leadership
Executive Leadership
Liz Fritz
Liz Fritz
Co-Founder & Chief Commercial Officer
All Teams
Leadership
Executive Leadership
Mark Eaton
Mark Eaton
Executive in Residence
Executive in Residence
Tim Buhler
Tim Buhler
Chief Revenue Officer
All Teams
Leadership
Executive Leadership

Consultants

Executives in Residence

Our Executives in Residence program enables some of the top minds and executives in the industry to share their perspectives during career transitions or retirement.

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Our Locations

Our team of WealthTech executives are strategically located across the U.S. and U.K. to provide our clients with customized knowledge and deep industry expertise.

Map of US and UK