Product leader · Asset & wealth management
I help CIOs, CTOs, and MDs choose platforms, build custom applications, shape operating models, and cut Ops/Tech debt.
Hands-on with
Featured engagement
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.
Read the engagement →For Wealth and Asset Management consultants
ToolAtlases
Who actually sells what in wealth and asset tech, who owns them, and what they bought.
ToolAtlases
The firms buying the tech: channels, service models and the platforms they run.
ToolAtlases
Bloomberg, State Street, BlackRock and other groups: business mix, products, acquisitions and peers.
ToolCapability maps
Where each system sits from front to back office, and how crowded each space is.
ToolCapability maps
Capability by capability: how much AI changes the work, and how fast.
ToolSignals
Reviewed market moves, deals and launches, mapped by country and sent to Telegram.
ToolGames
Short quizzes on every capability, from articulating a workflow to spotting the vendor.
ToolStudies & methods
12,000+ postings from 200+ employers: what the industry is really hiring for.
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.