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- 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
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