CFA Concierge Service

For senior investment professionals, time is your most limited resource. Between managing clients, portfolios, teams, and performance expectations, there’s little space left for deep research, strategic reflection, or skill sharpening. That’s where I come in. As your behind-the-scenes CFA concierge, I offer discreet, highly tailored support to help you stay intellectually sharp, professionally effective, and quietly ahead of the curve. I work with people who already know their craft—but don’t have time to do it all alone.

Research Curation & Synthesis

I monitor new academic and industry research, distilling relevant findings into concise, actionable insights. You get the signal without the noise—ready to apply in meetings, memos, or client conversations.

Strategic Thought Partnership

Acting as a confidential sounding board, I help you refine investment ideas, stress-test assumptions, and prepare for high-stakes discussions. It’s quiet collaboration without internal politics.

Communication & Presence Coaching

From boardroom clarity to client engagement, I help you sharpen your delivery. Whether refining your narrative or preparing for a keynote, I offer discreet, expert guidance to elevate your communication.

Curriculum & Credential Intelligence

I stay current on changes within the CFA Program and related designations, helping you guide team development or respond knowledgeably to client inquiries about evolving industry standards.

Macro Narrative Translation

I help translate complex macroeconomic shifts into clear, portfolio-relevant stories. You’ll have compelling answers when clients ask, “What does this mean for us?”

Career Reflection & Growth Strategy

For professionals too busy to step back, I offer space and perspective. Whether you’re exploring new leadership roles or planning the next chapter, I help align your ambition with thoughtful strategy.

Human Capital & Mentoring Support

From training junior analysts to developing internal frameworks, I provide intellectual tools and guidance to help you lead with clarity—even when time is short.

How It Works

This is a retainer-based advisory relationship built on discretion, trust, and long-term alignment. I work with a limited number of clients so I can remain responsive and personal. There are no contracts, no dashboards, and no distractions—just reliable, thoughtful support when you need it. If you’re ready for a confidential conversation, please reach out directly by email.