Do you ever feel like your technology projects take too long, cost too much, or don’t quite deliver what you expected?
 

Are your internal teams stretched too thin, or do your tech providers not fully understand your business?

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You know the challenges you’re facing—but with so many options out there, how do you know which solutions are right for you?

With nearly 30 years of experience in Investment Management, I’ve seen the industry evolve and understand both the common pitfalls and the best strategies for success. I help firms take control of their technology decisions, ensuring projects run smoothly, solutions align with business needs, and teams work together effectively.

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Whether it’s defining strategy, navigating the complexities of vendor selection, or getting hands-on with implementation, I provide the expertise and guidance to bridge the gap between business and technology—so you get practical, scalable solutions that deliver real, lasting impact.