CapcoPrincipal Consultant | Wealth & Asset Management Strategy
Apr. 2017 - May. 2022Greater New York City AreaLeader within the Wealth and Asset Strategy group. Responsible for Investment Management and Planning domain thought leadership, opportunities, and engagements.
• Developed market entry growth strategies by evaluating addressable markets using a “Where to Play and How to Win” strategy, benchmarking competitors, and creating supporting business cases
• Led a market entry growth strategy engagement for an EMEA based asset manager seeking guidance on how to best enter the US, UK, and APAC wealth management markets through existing product distribution, forming a partnership, and/or acquiring an existing business with captive clients
• Advised a tier 1 wealth manager on building a unified portfolio solution, consolidating multiple managed account portfolios into one or more goals-based strategies