Selected Clients
Expertise
OUR SECTOR FOCUS
Not-For-Profit Organizations, including Faith-Based
Global Asset Management Firms
Boutique Investment Management Organizations
Endowments and Foundations
Church Pension Funds, Corporate Pension Funds
Commercial, Consumer and Community Banks
Insurance and Healthcare Companies
Fast Moving Consumer Product Companies
OUR FUNCTIONAL EXPERTISE
CEOs and Presidents
COOs / Divisional Business Heads
Chief Investment Officers / Portfolio Managers
Chief Financial Officers / Treasurers
Chief Marketing Officers / Marketing Executives
Chief Digital Officers
Chief Sales Officers / Sales Professionals
Chief Human Resources Officers