Joe is Global Head of Asset & Wealth Management Consulting at Alpha.

Prior to joining Alpha Joe held operations and technology leadership roles at Nuveen Investments and BNY Mellon Asset Management. Joe has also held executive management positions at several service provider and consulting firms.

Joe has worked extensively across the US and Europe, consulting to a range of leading asset managers. He has a breadth of experience across all aspects of the asset management business ranging from major change programs to corporate strategy and operating model definition.

Duncan is an Executive Director at Alpha and has over 13 years’ experience consulting to the asset management and wider financial services industry. Prior to joining Alpha Duncan worked within the capital markets practice at Accenture.

Duncan has a broad range of experience across the Investment Management landscape and has worked extensively internationally – including in Continental Europe, Asia and the US. Duncan holds a degree in Business Management from Aston University.

Joe has over 20 years’ consulting experience and is an Executive Director and the Global Head of Alpha’s Operations Practice, advising Asset Managers globally across their Middle and Back Office Functions.

Joe specialises in Operating Model transformation – including Strategy, Design, Automation, Post Merger Integration, Service Provider Selection and Implementation and Outsourcing Relationship Management.

Joe holds the Investment Management Certification as well as a Management Studies degree from Aston University.

Jon is an Executive Director at Alpha with a long standing track record of large scale project delivery, and deep experience in project management, strategy and proposition development.

Jon brings more than 20 years years’ of Asset and Wealth management consulting experience. More recently, Jon is supporting our largest clients with their transformation journey towards operating model efficiency and digitisation.

Jon leads many of our largest client relationships with a depth of experience covering Investments, Operations, Client & Digital and Data.

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.

Mike has over 20 years’ consulting experience and is an Executive Director and the Global Head of Alpha’s Client & Digital Practice, advising Asset Managers globally across their Sales, Marketing, Client Service and Product functions. Mike specialises in Distribution Transformation, including Strategy, Operating Models, Process Optimisation, Distribution Technology, Client Experience, Distribution Data & Analytics.

Michael has more than twenty years of consulting experience in Wealth Management across over 30 global financial institutions. He focuses on the definition and implementation of transformational business and operating models enabled by technology. Prior to joining Alpha, Michael worked at renowned consultancies and founded Newtone Associates, which he sold in 2013.

Michael holds a master’s degree in Economics and Information Technologies (HEC Lausanne) and a post-graduate degree in public institutions management (IDEHAP). He is also PMP certified and has participated to several IMD and INSEAD executive programmes.

Neil joined Alpha in April 2011 as a result of the acquisition of Tomtom Consultants. Neil established Tomtom Consultants in 2005 to become the leading consultant to distribution in investment management.

Neil has fifteen years experience working within investment management distribution and has more than ten years consultancy experience. During this time, Neil has assisted with business, operational and technical strategy addressing areas such as service proposition, client relationship management, client communications, marketing automation and web delivery.

Alex has been with Alpha for 4 years, co-leading the Investments practice having spent over 17 years working with financial technology platforms.

He has worked as a solution architect across Asset Management, Investment Banks, and the LSE, most recently working at JPM AM before Alpha. This experience has covered many vendor packages and also running in house technology departments.

Alex holds a masters degree in Physics.

Hugues is an Executive Director at Alpha and leads the Investments practice in France.

Hugues joined Alpha in May 2013, prior to which he worked for JPMorgan Asset Management, Thames River Capital/F&C Investments, Horizon Software & Murex.

Hugues has over 13 years experience in the asset management business and technology transformation projects, leading both programme management and subject matter expertise roles.

Hugues holds an Engineering degree from Telecom ParisTech, as well as a Masters degree in Mathematics and a Masters degree in Innovation Management from Toulouse University.

Chris is the Head of UK Asset & Wealth Management Consulting at Alpha. Chris is responsible for a team of almost 200 consultants who are leading industry change projects across all of the UK’s top asset management firms.

Chris was most recently Global Head of Change and Transformation at HSBC Asset Management. Prior to that, Chris had spent eight years at Alpha as a director within the Asset and Wealth Management business, leading projects across the value chain on a range of strategic programmes in the industry from Digital Distribution, Enterprise Transformation, Post Merger Integration, Outsourcing and Client Service. Prior to this Chris worked at Accenture.

Duncan is an Executive Director at Alpha and has over 13 years’ experience consulting to the asset management and wider financial services industry. Prior to joining Alpha Duncan worked within the capital markets practice at Accenture.

Duncan has a broad range of experience across the Investment Management landscape and has worked extensively internationally – including in Continental Europe, Asia and the US. Duncan holds a degree in Business Management from Aston University.

Neil joined Alpha in April 2011 as a result of the acquisition of Tomtom Consultants. Neil established Tomtom Consultants in 2005 to become the leading consultant to distribution in investment management.

Neil has fifteen years experience working within investment management distribution and has more than ten years consultancy experience. During this time, Neil has assisted with business, operational and technical strategy addressing areas such as service proposition, client relationship management, client communications, marketing automation and web delivery.

Mike has over 20 years’ consulting experience and is an Executive Director and the Global Head of Alpha’s Client & Digital Practice, advising Asset Managers globally across their Sales, Marketing, Client Service and Product functions. Mike specialises in Distribution Transformation, including Strategy, Operating Models, Process Optimisation, Distribution Technology, Client Experience, Distribution Data & Analytics.

Jon joined Alpha in 2008 after over three years at Accenture. Jon has significant experience running large initiatives across global organisations, liaising, reporting and presenting to the global ‘heads of function’ or above. Jon has a firm understanding of the challenges faced by asset managers in each business line and can debate these at a senior level.

Jon is co-head of Alpha’s Investments practice and has led many global change initiatives in enterprise architecture at major asset managers.

Joe has over 20 years’ consulting experience and is an Executive Director and the Global Head of Alpha’s Operations Practice, advising Asset Managers globally across their Middle and Back Office Functions.

Joe specialises in Operating Model transformation – including Strategy, Design, Automation, Post Merger Integration, Service Provider Selection and Implementation and Outsourcing Relationship Management.

Joe holds the Investment Management Certification as well as a Management Studies degree from Aston University.

Jon is an Executive Director at Alpha with a long standing track record of large scale project delivery, and deep experience in project management, strategy and proposition development.

Jon brings more than 20 years years’ of Asset and Wealth management consulting experience. More recently, Jon is supporting our largest clients with their transformation journey towards operating model efficiency and digitisation.

Jon leads many of our largest client relationships with a depth of experience covering Investments, Operations, Client & Digital and Data.

Kevin joined Alpha in September 2017 and has 20 + years of experience of driving client and digital transformation across the Financial Services Sector, working on both the client and consulting side during this period.  His previous roles include being a partner at PA Consulting,  leading their Financial Services Digital offering, and also holding senior leadership roles at Standard Life Aberdeen (Abrdn), GE Capital and M&G Prudential. In addition, Kevin founded and ran a boutique digital consulting firm which had a range of well-known clients in Financial and Consumer Services.

Kevin holds an MBA and is a member of the Institute of Digital & Direct Marketing.

Alex has been with Alpha for 4 years, co-leading the Investments practice having spent over 17 years working with financial technology platforms.

He has worked as a solution architect across Asset Management, Investment Banks, and the LSE, most recently working at JPM AM before Alpha. This experience has covered many vendor packages and also running in house technology departments.

Alex holds a masters degree in Physics.

Bernardo is a Director at Alpha with more than 15 years of regulatory consulting experience for the Asset Management and Wealth Management Industry.

Bernardo leads Alpha’s Regulatory Reporting and Prudential propositions and has a range of experience across UK and EU regulatory compliance projects having implemented and advised a number of client processes in the context of MiFID, EMIR, AIFMD, UCITS, Prudential Regime and FCA Regulatory Change.

Bernardo is trusted adviser to firms’ CROs, CCOs and COO on a variety of risk and regulatory topics

Bo is a Director of Alpha and Head of our Benchmarking practice.

Before joining Alpha, he was a senior member of the corporate strategy team at National Australia Group Europe. Prior to that Bo spent 10 years with Accenture and was a senior member of their financial services strategy practice. He has also worked as an independent consultant in the asset management industry.

Bo holds an MBA from the Stockholm School of Economics.

Caoimhe is an experienced management consultant with a background in Project and Programme Management and a specialism in Outsourced Operating Models. Having worked in consulting for over 8 years, Caoimhe has worked across Asset Managers of all sizes, Asset Owners and Asset Servicers with respect to outsourcing arrangements.

Caoimhe holds a Bachelors degree in Economics and Politics from the University of York.

Chris is a Director in Alpha’s Regulatory Compliance & Risk Practice and has over 16 years’ experience. Prior to joining Alpha he has held roles in consulting, as a UK Head of Compliance and spent 4 years in asset & wealth management supervision at the FSA/FCA.

Chris has broad expertise across Compliance, Risk and Regulation and specialises in supporting clients to review and design their operating models to meet new and existing regulatory requirements. He also leads Alpha’s Financial Crime and Consumer Duty propositions in the UK.

Claire is a Director in Alpha’s Regulatory Compliance practice and has over 19 years experience covering regulator, in-house risk and compliance and consulting roles.

She has held a number of controlled functions  and senior management roles, leading global teams, and prior to joining Alpha acted as an interim global CRO for a large UK asset manager for 18 months.

Claire’s expertise is in implementing regulatory change and the review and design of operating models for risk and compliance functions.

David joined Alpha in 2014, is a member of our Investments practice leadership team and is based in our Edinburgh office.

He has over 16 years of financial services consulting experience and has held multiple senior positions on global scale transformation programs for asset managers. David’s experience spans multiple front office operating model transformation projects and post M&A investment platform migrations involving hundreds of billions (£) of AUM.

Divakar is a Director in Alpha’s UK Asset & Wealth Management business. He is focused on advising clients on how best to develop scalable, efficient Distribution operating models. He has led engagements for 20+ asset and wealth managers globally, and his experience spans strategy definition and design, through to implementation support and ongoing competitor benchmarking.

Greg is a Director in our Investments practice.

Greg has over 10 years experience within the asset management area with emphasis around the front office IT space dealing with both traditional and alternative managers.

Before joining Alpha, Greg spent 5 years with Charles River Development and prior to that 4 years with Bluebay Asset Management and JPM Asset Management respectively. Greg holds a degree in economics.

Harry is a Director at Alpha with over a decade of experience in asset management.

Harry has led numerous transformation programmes across Product, Strategy, Operations, Tech Innovation and Regulatory Change. He has also worked closely with firms’ Fund Boards, to help them address emerging regulations and embed a commercial, customer-centric approach to Product Governance.

Before joining Alpha, Harry graduated from the University of Oxford as a Biologist, and worked for KPMG Consulting and a boutique Investment Management firm.

Jamie has led a variety of strategic, advisory and large scale delivery initiatives for Alpha during his 8 years at Alpha. He started his career in the Insurance industry, before moving to top tier consulting and advising this sector through the transition into Platforms and Wealth Management.

As a Director at Alpha, Jamie advises National and Global Wealth Managers and Private Banks and is part of Alpha’s Global Wealth Management leadership, while also continuing some large Programme delivery responsibilities.

Katie joined Alpha in 2018 and is a Director in Alpha’s Investments practice.

She has a decade of experience in large-scale transformation, with a focus on Investment Technology & Data across strategic planning, operating model design and complex implementation. She is an SME in project & programme management, supporting clients across programme and portfolio landscapes to deliver effective change.

Before joining Alpha, Katie attended the University of Warwick and worked in Deloitte UK’s Programme Leadership practice with a focus on Financial Services.

Kenn is a Director and Head of Wealth at Alpha.

His consulting work over the last 15 years has covered Wealth and Investment operations, outsourcing, proposition development, supplier assessment, operating models, business case development and deal negotiations. Kenn is a regular conference speaker and commentator on topics such as the impact of Retail Distribution Review and Pension Freedoms on Wealth Managers.

Before joining Alpha Kenn led consulting teams with Grant Thornton, Navigant and Troika, having previously been a Director in Prudential’s UK Corporate Pensions business.

Nick has over a decade of advisory experience spanning Central Government and Financial Services.

He has built a reputation for the definition and leadership of large-scale transformational change programmes globally across the asset & wealth management industry. Within Alpha, one of Nick’s current responsibilities is leading our work with Asset Owners and further developing our market presence in the sector.

He has significant experience advising a wide range of Asset Owner clients alongside his broader Asset Manager and Asset Servicer expertise.

Nick is a Director at Alpha with more than 11 years’ asset management industry experience.

He has led numerous projects in leading asset managers to help Distribution functions operate more efficiently, while reducing risk. His areas of focus include rebates and commissions management, obligations and legal agreement management, due diligence and ongoing oversight, and distributor on-boarding.

Prior to joining Alpha, Nick was a Director in KPMG’s Asset Management consulting practice, focussing on Distribution and Risk.

Rob leads our deal advisory work and has supported clients on over 80 transactions. He often works on transactions which will result in a significant change to the ongoing business, either as a result of an integration and delivery of synergies or as part of a divestiture and carve out.

Rob’s clients span Asset & Wealth Management, Insurance and FinTech. He works with a broad base of international clients who invest across multiple sectors both domestically in the UK and internationally.

Rob has over 13 years financial services experience. Prior to joining Alpha, Rob was part of the PwC Transaction Services team (6 years in London and 2 years in Hong Kong) and acted as the synergy reporting accountant (QFBS) on four Class 1 transactions.

Richard is a Director in Asset & Wealth Management Consulting at Alpha and has over 10 years’ experience in Financial Services. Richard focuses on shaping and mobilising transformation programmes for asset manages looking to improve the scalability of their operations.

Prior to joining Alpha in 2016, Richard worked in the Strategy & Customer team at EY and Corporate Strategy at RBS. Richard holds an MA in History and an MSc in Economic History from the Universities of Oxford and Edinburgh respectively.

Troy is a Director in Alpha’s ESG and Responsible Investment practice and has over 20 years of experience working globally across various asset classes and investment strategies.  Troy has led numerous projects in relation to sustainability, ESG and responsible investment transformation, due diligence, risk and regulatory compliance and impact assurance reporting.

Prior to joining Alpha, Troy led KPMG’s Sustainability and Responsible Investment practice supporting asset owners, asset managers and investee companies to develop, integrate and enhance their sustainability and responsible investment practices.

Tom is a Director in Asset & Wealth Management Consulting at Alpha with over 11 years experience in the industry and 15 years as a consultant helping clients to transform their businesses primarily through the use of technology.

Tom has significant experience working in the Middle East having spent five years based in the UAE working across a range of technology programmes helping clients to implement Investment Books of Record, Performance and Risk management systems.

Tom is a Director in Alpha’s Asset and Wealth Management team. He has over 14 years of Financial Services experience having worked in Capital Markets at PwC before moving in to Asset Management Consulting. Tom works with clients in Enterprise Transformation, Enterprise Risk Management and successful programme delivery. He is experienced in advising Senior Management at both medium sized and global firms, having delivered large programmes both in the UK and internationally.

Olivia has over ten years experience consulting in the financial services sector, starting her career at Accenture and then for over ten years at Alpha, where she leads our FinTech & Innovation practice.

She is passionate about emerging technology and its impact on Asset and Wealth Manager operating models. She has a certificate in FinTech from MIT and leads a number of client forums on innovation.

Olivia has defined and implemented a number of different operating models and solutions covering the front, middle and back office, as well as client reporting and performance measurement, and has led a number of large transformation programs, especially in the outsourcing space.

Vanessa is a Director in Alpha’s ESG and Responsible Investment practice and led the development and launch of this capability at Alpha.

Vanessa has shaped and led multiple engagements with asset managers and asset owners to define and deliver their ESG & Responsible Investment ambition. This includes setting vision and strategy, embedding throughout investment and client-facing functions, and building the data, technology and operating processes to support the enhanced capabilities.

Prior to joining Alpha Vanessa worked as an Investment Consultant with Willis Towers Watson in London and New York. Vanessa is a Fellow of the Institute and Faculty of Actuaries.

Charles-Antoine is a Director at Alpha.

Charles joined Alpha in January 2011, prior to which he worked for Solving Efeso, a consulting firm with a dedicated asset management practice. He has over ten years of experience in asset and wealth management transformation projects, with a particular emphasis on complex operational issues, operating model design and product development.

Charles-Antoine holds a BA in History from the Sorbonne, as well as Master’s degree in Political Sciences from Sciences Po Paris.

Vincent is a Director at Alpha France and specialises in advising asset managers and fund industry players. Prior to joining Alpha in 2010, Vincent worked within the financial services practice at PwC Advisory.

Vincent has a broad range of experience across the investment management landscape, including large-scale transformation programmes, Operations effectiveness, Front Office space, and competitive analysis.

Vincent holds a Master Degree in IT Audit & Consulting from Paris Dauphine University.

Nicolas is an Executive Director based in Geneva. He joined Alpha in 2014 and now oversees our local presence in Switzerland (Geneva & Zürich) and heads up the CRM & Client & Digital practice in Continental Europe.

Nicolas has a 12+ years of experience as a consultant in the financial services. He specialized in the Asset and Wealth Management industry and Distribution in particular covering Sales, Marketing, Client Service & Product. He has been working with large European players in the industry on a variety of projects spanning strategy & target operating model definition, post-merger integration, systems selection & implementation, business process reengineering and regulatory analysis.

Nicolas holds a Masters in Management and a Master of Science in Strategy & Organisation Consultancy from EDHEC Business School.

Michael has more than twenty years of consulting experience in Wealth Management across over 30 global financial institutions. He focuses on the definition and implementation of transformational business and operating models enabled by technology. Prior to joining Alpha, Michael worked at renowned consultancies and founded Newtone Associates, which he sold in 2013.

Michael holds a master’s degree in Economics and Information Technologies (HEC Lausanne) and a post-graduate degree in public institutions management (IDEHAP). He is also PMP certified and has participated to several IMD and INSEAD executive programmes.

Hugues is an Executive Director at Alpha and leads the Investments practice in France.

Hugues joined Alpha in May 2013, prior to which he worked for JPMorgan Asset Management, Thames River Capital/F&C Investments, Horizon Software & Murex.

Hugues has over 13 years experience in the asset management business and technology transformation projects, leading both programme management and subject matter expertise roles.

Hugues holds an Engineering degree from Telecom ParisTech, as well as a Masters degree in Mathematics and a Masters degree in Innovation Management from Toulouse University.

Bastiaan is Head of the Netherlands for Asset & Wealth Management Consulting at Alpha.

He began his career in 1998 as an IT consultant in financial services. Since 2005 he has held several senior positions within State Street and SGSS, responsible for product development, business development and large due diligence projects.

He has extensive experience in complex front to back models, from a functional and technical perspective, as well as outsourced models.

Bastiaan has a bachelor’s degree in Commercial Economics from the Hogeschool Haarlem.

Julien has over 15 years of consulting experience in the financial services sector and is active in Alpha’s Operations & Outsourcing practice. He specializes in business transformation and implementation projects and also has extensive experience in functional design, operations effectiveness and system implementation.

Prior to joining Alpha in 2012, he worked at KPMG advisory in Luxembourg and with an International Central Securities Depositary in Belgium.

Julien holds a masters degree in Business Management from Louvain School of Management – Université Catholique de Louvain (UCL).

Pierre-François is a Director in our Paris office and leads the Data Management Practice in Europe.

He joined Alpha in early 2019, prior to which he worked for EY and KPMG, as a Manager to support a variety of transformation projects with major focus around Data Management framework and Front to Back processes for a wide range of financial institutions.

Pierre-François has strong experience in Product & Securities Master data model construction, Target Operating Model design & implementation, Data Management effectiveness (Governance, Quality) and ESG target operating model (data base, scoring approach, external providers sourcing, labelling process).

Pierre François holds a master degree from Paris Pantheon-Assas, specializing in Banking activities & Finance. He has since spent time in numerous financial institutions: asset managers, wealth managers, brokers and asset owners before specializing in consulting at KPMG, EY and then Alpha.

Pierre is a Director in our Luxembourg office. Pierre joined Alpha in November 2018, prior to which he was a Director in Deloitte’s consulting. He has over twenty years of experience in Asset and Wealth Management. Pierre has a broad range of experience across these industries, including large-scale transformation programmes, operations effectiveness and operating model design.

Pierre holds a Master Degree in economics from Paris Nanterre University.

Miloslav has over 10 years of experience in project management and consulting in the fund industry. He specialises in operations and outsourcing, including operating model reviews, fund migrations and offshoring initiatives. Miloslav has also extensive experience in system selection, implementation and improvement projects.

Prior to joining Alpha in 2011, Miloslav worked at Roland Berger Strategy Consultants and Brown Brothers Harriman.

He holds master’s degrees with honours in Finance (Bradford School of Management), International Management (Copenhagen Business School) and Economics (University of Economics Prague).

Renaud is a Director in our Paris office and leads the Regulatory Practice in Europe. He is also co-lead of our European ESG practice.

He joined Alpha early 2023 after more than 12 years at EY where he was a partner in charge of risk / regulatory and ESG consulting solutions on the asset & wealth management industry in France.

Renaud has extensive knowledge and experience of the industry, with many engagements for Management Companies, wealth managers, dealing desks and stock exchanges on areas such as sustainable finance, regulatory gap assessment & operational implementation, TOM definition, transformation project, operational efficiency, operational due diligences, etc.

Renaud holds a master degree from Skema Business School in business management and a masters degree from University of Lille specializing in Finance.

Theodore is an Director at Alpha and contributes to the Investments practice in Continental Europe.

Theodore joined Alpha in August 2018, prior to which he worked in the consulting industry, from Asset Managers to Investment Banks for a couple of years. He started in the Asset Management industry as Quant analyst, before switching to Portfolio Management and developing a solid risk expertise that he deployed to international clients.

Theodore has over 17 years experience in the asset management business and technology transformation projects, leading both programme management and subject matter expertise roles.

Theodore holds a Masters degree in Mathematics and in Asset Management from Paris Dauphine University, regarded as a top-5 French business school.

Sven is a Director responsible for our Zurich office. Sven has over 15 years of experience in the financial services industry and is a trusted advisor to senior executives in Wealth Management across Europe and in the Middle East.

Prior to joining Alpha, Sven advised global, regional, and local financial institutions for Roland Berger and zeb plus spent a few years on the banking side at UBS. His expertise lies in Target Operating Models, Operations and Outsourcing, Sales Excellence, Digital Transformation and Efficiency Improvement Programs.

Sven holds a Master in Banking & Finance from the University of St. Gallen (HSG) and a Master of Science in International Management from the Università Commerciale Luigi Bocconi.

Veit is a Head of Germany and member of the European Management Committee for Asset & Wealth Management Consulting at Alpha. Prior to joining Alpha, Veit held operations and technology leadership roles at UBS Asset and Wealth Management. Veit has worked extensively across Europe, consulting to a range of leading asset managers, servicers and wealth managers. He has a breadth of experience across all aspects of the asset management business ranging from major change programs to corporate strategy and operating model definition.

Mike is an Executive Director 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.

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.

Rory Craven is an Executive Director 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.

Alex Monte is an Associate Director 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.

Anand is a Director 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

Andrew is a Director 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.

Bob Carrier is a Director with Alpha North America. He has over 23 years of experience in investment management, data management, project management, business process and technology within the Asset and Wealth Management Industry. Bob possesses working experience and has led large projects across asset managers, insurance companies, pension funds, asset servicers and industry platform vendors.

Prior to joining Alpha, Bob consulted for Accenture’s Capital Markets Asset Management Practice and InvestTech Systems Consulting, as well as, working in the Asset Management space for a leading global insurance company and one of the largest public pension funds in the United States.

Bob holds an MBA from Capital University and a BSBA in Finance and Economics from The Ohio State University.

Brett is an Executive Director 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.

Kirby is a Director 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.

Matt is a Director with Alpha where he leads the North American Retail Investing & Wealth Management consulting efforts. Matt has over a decade of experience consulting & working within the investment management industry.

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

Mike is a Director 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.

Natalie is a member of the North American Management Committee and Co-leads the Data Science & Analytics practice. Natalie is a subject matter expert who has supported retail and institutional clients and has led programs across business strategy, distribution, investment ops and M&A due diligence. Most recently Natalie has focused on supporting clients with innovating their US retail wealth and advisory strategy and leveraging technology and data to accelerate change in investments, operations and distribution. Prior to Alpha, Natalie worked at a Bridgewater Associates.

Ozer is a Director 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.

Sam is an Executive Director at Alpha North America, based in the New York office, where he co-leads our Client & Digital practice in North America. Sam has extensive experience working with leading global and national asset managers on a variety of sales, marketing and client service engagements to develop their distribution strategy and platform across all geographies, business lines, channels and investment vehicles.

Sam is a subject matter expert across the distribution value chain and has supported clients from strategy definition through end-to-end implementation and execution of their distribution vision. He has supported clients with a variety of programs including CRM, marketing automation, Business Intelligence & Analytics, Distribution Data, client & product mastering, ESG, and more.

Sam also founded Alpha’s LGBTQ+ Diversity Network, Pride in Alpha, and oversees Alpha’s North America marketing efforts. Sam has a degree in Geography from the University of Oxford.

Will Karkar (he/him) is an Executive Director with Alpha North America, based in the New York office.

Will has extensive experience advising senior executives at leading global investment managers. He has delivered complex initiatives across the industry’s value chain, focusing on our Investments practice with expertise across public and private asset classes.

Will has also set up and led several areas of our North America business, including Recruiting and Diversity & Inclusion.

Will earned a Masters degree in Finance from the London School of Economics and a first class degree in Economics and Politics from the University of Nottingham.

Sarah is a Director 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.

Paul leads the build-out of our Asset & Wealth Management business across Asia Pacific.

Paul draws on 15+ years of consulting experience, exclusively focused on Financial Services. Prior to joining Alpha FMC, Paul was the Managing Partner of the APAC & Middle East business for Greenwich Associates, following nine years at Oliver Wyman.

Paul earned two degrees from the University of Cambridge. His Masters in Manufacturing Engineering specialized in business and process optimization, in addition to his BA in Engineering.

Valentin is a Director at Alpha APAC, based in the Singapore Office, and Head of the Alpha’s APAC Operations Practice.

He has over 12 years‘ experience in the asset management industry. Prior to joining Alpha in 2011, Valentin worked within the financial services practice at EY in Paris.

Valentin has proven track record of leading and managing international programs across Europe and Asia Pacific. He is specialized in large and complex transformation from strategy, operating model design, selection to implementation.

James is a Director at Alpha APAC, based in the Sydney Office, where he is responsible for the development of Alpha’s business in Australia.

He has extensive experience supporting complex change and transformation initiatives with both global and national asset managers and asset servicer clients in the public and private markets. Focusing on operations and outsourcing, James has a strong track record of delivery across the change lifecycle, from design of front-to-back operating models, to vendor evaluation and selection, and large-scale implementation programmes.

Hugo is a Director with Alpha APAC, based in the Singapore office.

He has over 10 years‘ experience in auditing and consulting in the financial services industry. Prior to joining Alpha in 2011, he was a financial auditor for PwC’s Insurance practice in Paris.

Hugo’s expertise spans the Investments value chain. As the APAC lead for Alpha’s Investments Practice, he builds intellectual capital and supports client investment and trading teams with complex strategic and operating model initiatives.

He is a strong believer in open innovation, collaboration and network effects, principles which he places at the core of his consultant mission.

John is an Executive Director at Alpha APAC, based in the Sydney Office, where he is responsible for the development of Alpha’s business in Australia and Asia. John has over 30 years’ experience in the asset and wealth management industry and has assisted 50+ organisations across Asia, Australia, NZ, UK, and US to enable their growth plans through operational improvement and the use of technology. His expertise spans the asset and wealth management value chain across both operations and technology, having successfully delivered projects covering investment management front to back office, financial planning & retail distribution, retail investment platforms, product administration, and sales & marketing. His main areas of expertise are Target Operating Model design, IT Architecture and capability road map development, and delivery of transformational change.

Bruce is a Melbourne based Executive Director with Alpha FMC with 30+ years of industry and professional experience.

During his career, Bruce has provided strategic consulting advice to many leading investment organisations in Asia Pacific. His expertise has helped many leading investment organisations optimise their operating models to deliver the best investment outcomes to their investors and members.

Prior to commencing his consulting career, Bruce spent 8 years at HSBC Asset Management in a variety of senior roles across
operations, product and business change. He was previously a company auditor and is a qualified Chartered Account with a
Bachelor of Commerce from La Trobe University in Melbourne, Australia. Having spent 10 years in the industry prior to
Consulting, he also knows the importance of delivering advice that is practical and implementable.

Bruce has delivered consulting engagements to more than 50 organisations, from the largest asset owners through to boutique
investment managers.

Dale is a Director in Alpha’s Melbourne office and leads the Target Operating Model Advisory practice across Asia Pacific.

He has 30 years of experience across the asset and wealth management industry, having worked with asset owners, asset managers and investment platforms throughout APAC in a combination of senior management and consulting roles. Dale’s consulting experience includes business strategy development, target operating model design, product development and project delivery.

Dale holds an MBA from the Melbourne Business School, a Bachelor of Economics (Monash University), a Diploma of Financial Planning from RMIT and a Graduate Diploma in Applied Finance & Investment.

Angelo is a Director at Alpha FMC leading the APAC Data & Analytics practice, based in the Sydney office.

He has a track record of successfully delivering strategic data and technology change in complex environments and specialises in data strategy, enterprise, data and solution architecture; with end-to-end delivery experience from project inception to implementation. He also has extensive expertise in target operating model and data governance model design.

He has over 15 years of experience that spans across various industries such as energy utilities, retail, airlines, petroleum, government and has specialist knowledge in the financial sector particularly asset and wealth management across both operations and technology; covering investment management front to back office for a range of asset classes / functions including alternatives and private equity, financial advice, and sales & marketing.

Angelo earned two degrees from the University of Technology, Sydney. His Bachelors in Business majoring in Finance, in addition to his Bachelors in Computing Science.

Angelo has a particular passion for experimenting with advanced analytics and AI to solve sustainability and impact measurement problems.

Jim has extensive industry experience in Investment Banking, Asset Management and Management Consulting.

Prior to Alpha, Jim was the Asia Regional Head for Shoreline Consulting and prior to that held executive positions with Eastspring Investments Singapore Ltd. From 2010-17. He has also held positions with Morgan Stanley, Merrill Lynch and Bear Stearns and has lived and worked in Asia (Japan, Hong Kong Singapore, China, Taiwan) for more than 27 years.

Jim holds a Bachelor of Arts degree from the University of Texas at Austin, USA and a Master of International Management degree from the American Graduate School of International Management, Glendale, Arizona USA. He was also an exchange student at Nanjing University, People’s Republic of China.

Stuart is Global Head of Insurance Consulting at Alpha.

Stuart joined Alpha in 2007, and has worked across a wide range of client-facing and leadership roles – including overseeing a number of large-scale, complex client change initiatives, and developing some of Alpha’s most significant client relationships.

Stuart was previously Head of Asset & Wealth Management UK – a role he held for seven years, during which time he oversaw the four-fold growth of this business. Stuart was also part of the core team which led Alpha’s two private equity transactions, and the listing on the London Stock Exchange in 2017.

Prior to joining Alpha, Stuart held roles at Accenture and JP Morgan Investment Bank. He has 20 years’ experience in financial services consulting.

Keith is an Executive Director with over 20 years of insurance experience.

Keith has successfully led engagements covering Strategy Development, Core Technology Change, Target Operating Model design and implementation, Process Improvement & Re-engineering, Business Process Management, and Distribution.

Prior to joining Alpha, Keith led EY’s Life & Pensions Technology practice, focusing on strategy and delivery of technology enabled business change programmes within Financial Services.

Miles is a Director in Insurance Consulting with over 20 years of experience in General and Specialty Insurance.

Miles’ career spans consulting, advisory, and global roles within industry in the UK, European, US, and Bermuda insurance markets.

Miles has a proven track record of defining and delivering business transformation. His focus is target operating model design and implementation, strategy definition and delivery, and cost optimisation.

David is a Director in Insurance Consulting specialising in General and Specialty Insurance. His career has been spent largely within global consulting and advisory organisations.

David’s client delivery has seen him shape and deliver projects of strategic importance across the UK, Europe, and North America. Focused on taking strategy through to execution, David helps his clients by injecting structure and creating space to move forward.

Operating at the intersect of business and technology, David’s track record centres on helping insurers and brokers with strategy execution, operational improvement, operating model design, digital strategies, and M&A integration.

Prior to joining Alpha, David has worked for Accenture, KPMG, and Capgemini.

Bradley is a Director and leads Retail Distribution consulting at Alpha. He has a range of experience across Retail Distribution including expertise in Financial Advice, Platforms and Wealth Management working with firms to manage the delivery of complex change and identify strategic opportunities in the market.

Previous delivery experience includes Strategy, Proposition Development, Target Operating Model Design and Implementation, and Process Improvement. Bradley is at the forefront of change in the Retail market helping firms to design and implement innovative propositions including the development of digitally enabled guidance and advice models.

Huw is a Director in Alpha’s General Insurance and Specialty Insurance practice with over 14 years of industry and consulting experience. He works across the sector, having advised global reinsurers, specialty carriers, brokers, retail insurers and banks across a number of consulting engagements from future operating model design and implementation to new proposition development.

He has an industry background, having started his career with Groupama (latterly Ageas) before moving to consulting with Accenture and EY.

A Chartered Insurance Practitioner, Huw retains a keen interest in the Claims domain and is a reviewing editor for the CII’s Advanced Claims texts.

Jon is a Director in Insurance Consulting, specialising in regulatory risk and compliance.
Jon was previously a Partner in EY’s UKFS Consulting business, where he focused on supporting clients in the areas of regulatory risk and remediation. Jon spent 12 years at EY working cross-sector, but with a particular focus on retail investments and pensions.
Prior to EY, Jon was in a thematic supervisory role at the FSA, and was involved in a number of major pensions and investments industry wide reviews.

Stanislas is an Executive Director in our Paris office and joined Alpha in October 2020.

He has extensive experience in Financial Services and the Insurance sector in particular, overseeing projects ranging from Finance target operating model reviews, process re-engineering, and insourcing / outsourcing back office and reporting functions.

Stanislas holds a Masters in Finance & Audit from ICN Business School.

Britt is an Executive Director at Alpha and is the US Head of Insurance. He has over 25 years of industry experience as a consultant and with insurers and brokers across the Property & Casualty, Life & Annuity and Health sectors.

Britt brings deep expertise in the insurance front office including distribution, marketing and underwriting. His project work is focused at the intersection of operations, strategy, technology and data.

Prior to joining Alpha, Britt was a Partner in Deloitte’s Insurance practice and held various sales, marketing and underwriting roles with Cigna and Marsh McLennan.

Britt holds a Masters in Business Administration from The University of Chicago, and a Bachelors degree from Vanderbilt University.

Keval is an Executive Director and insurance technology leader. Keval brings significant expertise within insurance technology and serves clients in insurance, asset management and healthcare.

Prior to Alpha, Keval worked at Accenture, where he was a managing director, insurance cloud and data practice lead, and was previously partner and practice lead in Deloitte’s financial services insurance cloud practice.