INDUSTRIES

FINANCIAL SERVICES

Asset management
- Institutional defined benefit
- Institutional defined contribution
- Third party distribution/sub-advisory
- Endowments, foundations and charitable trusts
Brokerage
Investment banking
Commercial banking
Treasury
Wealth management (HNW/UHNW)
Hedge Funds
Private equity
Insurance
Real Estate

PROFESSIONAL SERVICES

Accounting
Engineering
Management consulting
Tax consulting
Systems consulting
Litigation support

NON-PROFIT ORGANIZATIONS

Development/major-planned gifts

What People Have to Say

I have worked with Michael on several projects for both our investment professionals and leaders. He gets the business, connects easily with any audience, and is one of the most skilled facilitators I have had the chance to work with in my 20+ years in the business.

– Susan Peters – VP Professional Development U.S. Bank Wealth Management

I have worked with many partners over the years on improving team effectiveness. Michael is simply the best teacher out there. He gets to know the personality of the company and the drivers of success. He builds on embedded strengths rather than having his clients re-engineer their entire process. By being thoughtful and prepared, he

– Thom Melcher – Executive Vice President and Managing Executive at Hawthorn, PNC Family Wealth

Incredible job with the Impactful Investment Review Meeting training. You did a fabulous job engaging my institutional team...even my quiet ones participated. At our staff call yesterday I heard an overwhelmingly positive response...phrases such as "this is the most well put together and valuable training I have ever received," and heard several times about your

– Jennifer Vail – Chief Investment Officer, US Bank Institutional & Corporate Trust