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.
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