Alex Monte is a Partner aligned to Alpha Financial Markets Consulting’s Boston office.

Alex has over 14 years of industry experience and has worked on large strategic engagements involving operational and technological reviews, target state definitions, and large scale change initiatives across Front, Middle, and Back Office, Distribution, Client Service, and Data Management.

Alex holds a BA in Political Science and MBA from Northeastern University in Boston, MA.

Contact Alex Monte

Anand is a Partner with Alpha North America based in our Los Angeles Office.

He has nearly 15 years consulting & delivery experience and is responsible for Alpha’s relationship with several large Global Asset Managers.

He specializes in delivering complex transformation, having successfully led multiple engagements across the Investment lifecycle including Strategic assessments, Target Operating Model design and Vendor implementations.

Contact Anand Preece

Andrew is a Senior Partner with Alpha North America, based in the New York Office, where he helps co-lead the North America M&A practice. He has extensive experience across the Asset Management value chain and has worked on a number of engagements around strategy, pre-deal M&A, integration planning and post-close integration, operating models, process optimization and large-scale transformations.

Prior to Alpha, Andrew spent time at Navigant Consulting in the Financial Services practice and in investment banking at both Cowen and Company and the Jordan, Edmiston Group.

Andrew holds an MBA in Finance from New York University, an MS in Computer Science from Lehigh University and a BS in Business and Computer Engineering from Lehigh University.

Contact Andrew Elko

Benjie leads Alpha Agency’s sustainability practice and is currently based in Boston in order to continue growing and expanding the business across North America. Benjie is a technical expert with regard to ESG and sustainability – especially from a regulatory perspective – and spends his time with clients and prospects, trying to better understand their needs and requirements.

Contact Benjie Elston

Brett is an Senior Partner at Alpha North America, based in the San Francisco office. Brett has worked across a broad range of segments and clients in the UK and US, advising on business strategy, solution evaluation, as well as delivery of large-scale, end-to-end transformation projects.

Brett has responsibility for the oversight and management of our Client & Digital practice in North America, and is a subject matter expert in distribution platforms and associated operating models.

He has a deep understanding of the industry sales channels and functions across a spectrum of business capabilities, including CRM, Marketing Automation, Sales Enablement, Business Intelligence, Client Reporting and Enterprise Content & Data Management.

Contact Brett Nielsen

Chad is a Partner in Alpha’s Toronto office.

He previously held senior roles at the Boston Consulting Group and across the Wealth FinTech ecosystem. Chad has advised leading Asset Managers, Wealth Managers, and Pension Funds globally, with deep expertise in data, benchmarking, large-scale transformation, and strategy and operating model design.

Contact Chad Jennings

Christian is a Partner with Alpha North America, based in the New York office. He is a trusted advisor to senior executives in the investment management industry, with a proven track record of successfully delivering complex transformation projects across Alpha’s Practice areas, including Investments, Operations, Client & Digital, and M&A Integration. He also leads our Digital Assets practice, where he partners with traditional asset managers and crypto-native funds on investing in crypto as an asset class and manufacturing/distribution exposure through tokenization.

Christian previously served as a Technical Project Manager and Director of Firm Operations at CoinFund. He holds an M.B.A. from NYU Stern with a focus in Corporate Finance, FinTech and Management. He is also a CAIA charterholder, inclusive of the Digital Assets microcredential.

Contact Christian Pellegrino

Evan is a Senior Partner with Alpha North America based in Philadelphia. He specializes in helping organizations navigate and deliver complex transformations from strategy through to execution. He has over 12 years of experience in leading global strategy and operations teams.

Prior to joining Alpha, Evan held roles at Vanguard, Goldman Sachs, and Deloitte.

Contact Evan Skalski

Garrett is a Partner in Alpha’s Wealth Management Consulting practice. He has deep experience across the wealth and asset management industry with a background that spans both consulting and industry roles.

Garrett advises wealth and asset managers on a range of strategic and operational topics. His work includes target operating model design, advisor and client experience transformation, product and platform strategy, and growth strategy aligned to the evolving wealth management landscape.

Before joining Alpha, Garrett worked in KPMG’s deal advisory and strategy practice where he focused on the retail wealth management sector. Earlier in his career, he worked within the wealth management industry as a financial advisor at an independent registered investment advisor and held roles at Betterment and LearnVest.

Garrett is a Certified Public Accountant and a Certified Financial Planner.

Contact Garrett Oakley

Gaurav is an Senior Partner with Alpha North America, based in the Boston office.

Gaurav serves as a trusted advisor to senior executives across the investment management industry, specializing in large-scale transformations centered on data modernization, platform re-engineering and industrialization, and cloud adoption initiatives. He holds particular responsibility for developing our Data and Technology practice in North America, where he collaborates with firms to define, design, and implement comprehensive data strategies that empower their investment and operations teams.

Prior to joining the firm, Gaurav accumulated 15 years of experience within the investment management industry and leading consulting teams.

Contact Gaurav Jangid

Harry is a Partner in the Client & Digital (C&D) Practice in Alpha North America.

Harry specializes in the strategy, design and management of the industry’s largest Distribution transformation programs.

He has technical implementation and change management experience across CRM, cloud and data architecture, marketing applications, digital web platforms, onboarding and servicing tools, client reporting, and data analytics and processing tools such as BI, MDM, and AI.

Harry also helps clients with client experience design, distribution process excellence, and data and analytics strategy.

Harry is based in Austin Texas.

Contact Harry Taylor

Heather is a Partner at Alpha overseeing the North American Asset Owner segment.

Heather has over 12 years’ experience delivering complex transformations in operating model design, total portfolio management, organizational change, and platform implementation. She has experience working directly with most of the Maple 8 pension funds, large U.S. plans, and the investment arms of major insurers. Through Alpha’s Global Long-Term Investing Hub, Heather connects Asset Owner leaders worldwide to drive collaboration and strategic innovation across the industry.

Contact Heather Lawton

Jacky is a Partner at Alpha North America, based in the Boston office, where he leads the Reporting & Business Intelligence practice in North America.

Jacky has over 10 years of experience in technology consulting within the financial services space, with a deep subject matter expertise in Client Reporting and Client Experiences. His expertise spans the entire lifecycle of client experience from data strategy and systems selection, all the way through to implementation. Jacky has a passion in professional services, as an expert in identifying value creation and competitive advantages, as well as providing industry best practices.

Jacky graduated from Bentley University with a Bachelor of Science degree in Computer Science.

Contact Jacky Fu

Joe Nestlerode is a Partner aligned to Alpha Financial Markets Consulting’s Wealth Management division where he  joined the firm in 2024.

He has over 28 years of industry experience where he has served in both senior technology and senior business roles.  Joe has taken on large strategic engagements involving Wealth M&A, Advisor Platform build-outs, Client Portal build-outs, Fintech integrations, API development, Information Security and Wealth capability transformations across Front, Middle, and Back Office dimensions.  Prior to joining Alpha, Joe was the Product and Technology executive for the RIA, IBD and 1099 channels at Wells Fargo Advisors.

Joe resides in Richmond, Virginia where he is responsible for our Wealth Technology practice, and he regularly represents Alpha at industry conferences.

He holds a BA in Business Administration with a concentration in Finance from the University of North Carolina in Charlotte, NC

Contact Joe Nestlerode

Kirby is a Partner at Alpha based in the New York office.

She has supported a wide range of asset managers, allocators, and fintech providers through strategic assessments, target operating model design, and large-scale front office technology implementations. Kirby has supported some of our largest and most complex clients in the industry across all main asset types and investment products, with a particular focus in our Investments Practice.

Contact Kirby Eckels

Marshall is a financial services executive with over 15 years’ experience in the asset and wealth management sector, where he has led large scale business transformation, operating model, M&A and mission critical regulatory programs of work. At Goldman Sachs Asset Management he led OMS / EMS programs whilst in the Business Architecture practice, and later managed the Middle East New Markets Client Management team.
Marshall holds a Master of Business Administration from Cornell University, a Master of Commerce from the University of New South Wales and a Bachelor of Arts from the University of Sydney.

Contact Marshall Watkins

Matt joined Alpha in 2004 and he has led a diverse range of engagements at leading asset managers and major financial institutions in the US, the UK and throughout Europe.

Matt has a depth of experience across the asset management value chain, with a particular focus around large transformation programs driven by M&A, operational outsourcing and strategic operating model development.

Matt now leads many of our largest client relationships in North America. Prior to Alpha, Matt worked at Accenture and Deutsche Asset Management.

Contact Matt Bacon

Matt is a Senior Partner and the Head of Wealth Management Consulting for Alpha’s North American business, based in New York. He is a trusted advisor to executive leadership, and has extensive experience supporting Wealth Managers, Asset Managers and Wealth Technology & Service Providers to deliver strategic transformation across the investment management and advisory operating models.

Prior to joining Alpha, Matt worked for Accenture Consulting.

Matt graduated from The Ohio State University with a Bachelor of Science with Honors in Business Administration and a Bachelor of Arts in German.

Contact Matt Harris

Mike is a Partner with Alpha North America based in our Toronto office where he plays a leading role overseeing Alpha’s Canadian market expansion. With deep subject matter expertise across the wealth and asset management industries, Mike specializes in strategy design and fulfilment, front-office platforms, operations transformation, change management, and program governance. Mike has supported clients through their most complex and challenging change & transformation initiatives to achieve objectives related to profitability, growth, operational efficiency, cultural change, and client experience. Prior to joining Alpha, Mike supported strategy, operations and M&A at the Canadian Imperial Bank of Commerce (CIBC) before joining KPMG’s Canadian WAM business in a management consulting capacity. Mike holds a Master of Business Administration from the University of Toronto and is a CFA charterholder.

Contact Michael Thomson

Mike is an Senior Partner with Alpha North America, based in the New York office.

Mike is a trusted advisor to senior executives in the investment management industry, with a proven track record of successfully delivering complex projects in all areas of the value chain. He has particular responsibility for the development of our Investments practice in North America, helping firms to design and implement optimized operating models to support their investment and trading teams.

Prior to this role Mike spent 5 years with Alpha UK. He is IMC qualified and holds a degree in Philosophy, Politics, and Economics from the University of Oxford.

Contact Mike Burns

Ozer is a Partner in North America, based in Alpha’s New York office.

Ozer has deep subject matter expertise across front and middle office functions and specializes in designing strategic operating models and leading large-scale transformation programs. Ozer has advised asset managers across North America and the UK and has expertise across public and private asset classes.

Ozer holds a first class degree in Philosophy, Politics & Economics from the University of Warwick.

Contact Ozer Niyazi

Pat is a Partner with Alpha, based in California, focusing on Front Office and Enterprise strategic initiatives as one of our leads in our Investments Practice.

Pat has worked with clients around the world on Front Office strategy, operating model design, vendor selections, and Enterprise solution implementations. His expertise covers most major Enterprise platforms and systems, working with our clients to identify, implement and optimize their operating model For Portfolio Management, trading, compliance and other key front office functions.

Prior to joining Alpha, Pat spent more than 17 years at Bloomberg in several senior leadership roles, including as Global Head of Product for Bloomberg AIM.

Contact Pat Eldridge

Ray is a Partner at Alpha, based in New York, where he supports Wealth Management Consulting efforts for its North American business. He has 18+ years of progressive leadership in global wealth and asset management, digital transformation, and financial services consulting.

He is adept at advising C-level stakeholders and delivering enterprise-wide transformation initiatives across the wealth management lifecycle.

He is distinguished for bridging the gap between tech & business, cultivating HNW/UHNW client strategy & advisor experience, driving innovation within global firms, building high-performing teams, & driving long-term client value.

Raymond holds a Bachelor of Science and Masters of Public Administration from Cornell University. He also earned his Executive MBA and his PhD from Rutgers University.

Prior to joining Alpha, he worked at Capco and Ernst & Young in their Wealth Advisory Practices. Prior to consulting, he was a Financial Advisor at Morgan Stanley, JP Morgan, and Merrill Lynch where he specialized in individualized wealth solutions and Portfolio Management for UHNW/HNW clients.

Contact Raymond Ortiz

Renaud is a Partner in our NYC office. He joined Alpha in early 2023 in the Paris office, where he led the Regulatory and Sustainable Investing practices in Europe. He then relocated to our NYC office, expanding his focus to U.S.-based clients and cross-border transformation programs.
Prior to Alpha, Renaud spent more than 12 years at EY, where he was a Partner in the Asset & Wealth Management Business Transformation division in France.
Renaud has extensive industry knowledge and experience, having led numerous engagements for management companies, wealth managers, dealing desks, and stock exchanges across areas such as due-diligence and post-merger integration, business and technology transformation, sustainable finance, and Target Operating Model definition.
He holds a master’s degree in Business Management from SKEMA Business School and a master’s degree in Finance from the University of Lille.

Contact Renaud Piastrelli

Rory Craven is an Senior Partner with Alpha North America, based in Denver. He has over 16 years of consulting experience leading large-scale, global transformation in some of the top asset managers as well as strategic initiatives at smaller, wealth managers.

Prior to joining Alpha, Rory spent time within Accenture’s Finance & Risk and Capital Markets practices that specialized in Regulatory Remediation & Compliance Transformation and focused in the Wealth & Asset Management industry.

Rory has a concurrent Bachelor of Science in Economics & Finance with a minor in International Business with distinction from the University of Wyoming.

Contact Rory Craven

Sam is a Partner based out of the New York office and is a leading member of our Client & Digital practice in North America.

Sam has a specialized focus within the CRM domain and predominantly supports our clients with large-scale transformations to help optimize their capabilities, processes and technologies across the client lifecycle, from marketing and prospecting through to ongoing client management and servicing.

Throughout his career, Sam has supported clients with a variety of initiative types across both our Asset Management and Wealth Management segments, spanning benchmarking assessments, vision & strategy definition, target operating model design and technology implementations.

Prior to joining Alpha in 2017, Sam worked as part of Accenture’s Distribution & Marketing practice, and holds an Economics degree from the University of Exeter.

Contact Sam Large

Sarah is a Senior Partner in Alpha’s Operations Practice, and is an experienced management consultant with a background in Project and Programme Management and a specialism in Outsourced Operating Models.

Sarah has over 10 years experience working with Asset Managers and Asset Servicers of all sizes across the Operations Lifecycle – from defining strategy and TOM, running RFIs/RFPs and implementing new Operating Models.

Contact Sarah Simmonds