Projects

Less ops debt, less tech debt, better products.

Two different things live here: consulting engagements where I led the product decisions, and free tools that share what I know about the industry.

Consulting · Selected engagements

Highlights from 20+ years. Clients stay anonymous; scale, money and systems stay in.

Engagement 01 · Current

Global wealth platform built by acquisition · 40+ family offices, $5B–$70B AUM each

M&A: Consolidating 40+ family offices into one operating model

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.

40+: family offices
$5B–$70B: AUM per office
7 → 1: portfolio systems → Addepar
100+: custodians, consolidating

Addepar
Vestmark
Salesforce
Orion
Tamarac
Black Diamond
Advent
Charles Schwab
Fidelity

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Engagement 02

US asset manager · $200B AUM

Choosing a front-to-back platform for a $200B manager

A platform decision that shapes the firm for a decade, made on total cost and real functional fit rather than the best demo.

$200B: AUM
4: platforms compared
1: front-to-back choice

BlackRock Aladdin
Charles River
SimCorp
Bloomberg AIM

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Engagement 03

Single family investment office · Public securities, private equity and hedge funds

One operating model across public and private investments

Bringing analytics, trading and accounting together so the family office sees the whole portfolio in one place.

3: asset classes joined up
4: core systems integrated
1: operating model

Sophis
FactSet
Cobalt
Prospero

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Engagement 04

Global asset manager · 4 regions, 11 offices, 59 teams

Consolidating order management and pre-trade applications across 4 regions

Consolidating pre-trade and order management applications across a global asset manager's regional desks onto one Charles River (CRIMS) platform where it adds value, and keeping the tools that already work.

4: global regions
11: global offices
59: teams interviewed
700+: user stories