• Chief Operating Officer and advisory expertise
  • Close to 50 years of diversified buy and sell side experience
  • Ability to identify and capture multiple streams of imbedded alpha
  • Uniquely skilled and experienced in reducing friction costs
  • Broad and strategic customer and industry relationships
  • Macro and micro knowledge of all service providers
  • Intimate knowledge of large and small firm mentality
  • Greater flow of information and idea generation
  • Extensive knowledge of all aspects of operating a financial business including;
    products, trading, technology, operations, financial, administrative and marketing
  • Creation of product and merchandise uniquely aligned to each clients interest
  • Rational short and long term business planning experience
  • Menu style flexibility