Partner with leaders who really know your business
Who understands your day better than someone who has been in your position? AUMPartners consultants have held investment leadership roles, and bring you a unique blend of experience, consulting expertise and in-depth industry perspective.
Independent Director, Chair of the Compensation Committee, Audit Committee member for Diamond Hill Investment Group (DHIL), a publicly traded, independent investment advisory firm based in Columbus, OH
Co-author, High Performing Investment Teams (Wiley, 2006)
More than 20 years of leadership and consulting experience in the financial services industry, including AUM Partners, Mellon Bank, Allstate Investments, LLC, and Focus Consulting Group
Leadership experience in strategic planning, cash management, competitive compensation, succession planning, designing and monitoring investment performance goals, investment accounting and operations
Skilled trainer on a full spectrum of employee learning and development needs
Specializes in designing and delivering industry- and firm-specific research and diagnostics, including measuring firm culture, leadership effectiveness, employee engagement and individual performance.
MBA, Finance and Marketing, University of Illinois – Chicago