Product leader · Asset & wealth management
I help CIOs, CTOs, and MDs choose platforms, build custom applications, shape operating models, and cut Ops/Tech debt.
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A private-equity-style roll-up only pays off when the acquisitions run as one. I have led product work to remove the operational and technology debt each acquisition brings.
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Successful RIA mega-mergers hinge on the unglamorous, behind-the-scenes overhaul of operational plumbing, not just rebrands, with true integration requiring systems consolidation, reskilling, and new governance to achieve scale and savings.
AI is poised to fundamentally disrupt the wealth management industry by automating core functions, replacing traditional roles, and transforming products like ETFs through advancements in direct indexing and proactive workflow engines.
The traditional custody model is dissolving as technology shifts value from asset holding to integrated services, compelling advisors to orchestrate specialized 'alt-custody' stacks for competitive advantage.