Who I Work With

Buy-Side Professionals Navigating Complexity

Many of my clients work in traditional CFA roles—portfolio managers, research analysts, and investment strategists—primarily on the buy-side. They’re technically strong and deeply committed to their craft, but often face complex interpersonal, political, or strategic challenges inside their organizations. Whether they’re climbing toward leadership or refining their decision-making under pressure, I help them think clearly, position themselves wisely, and grow with purpose.

Corporate Finance Leaders and Internal Influencers

I also work with finance professionals inside large corporations—especially those in roles that require exposure to internal clients, cross-functional teams, or executive leadership. These are the professionals expected to interpret financial results and shape decisions. I help them communicate more effectively, build influence, and move from execution into strategy.

Regulatory and Public Sector Professionals with a Private Sector Mindset

Some of my clients operate in regulatory bodies, central banks, or sovereign investment arms. They hold the CFA charter and apply it in complex public-sector settings that require discretion, long-term thinking, and quiet competence. I help them navigate policy environments, lead with clarity, and prepare for career shifts—whether within government or into private markets.

Professionals in Emerging CFA Pathways

With the evolution of the CFA Level III pathways, I’m increasingly advising private wealth advisors, private equity professionals, and those working in private commercial real estate. These roles require more than technical skill—they require trust, presence, and long-term client relationships. I support these professionals as they build not just portfolios, but reputations.

What They’re Asking—and What They’re Really Solving

Most CFA charterholders excel at solving complex investment and financial problems. They’re trained to analyze, value, and allocate—but many find it harder to navigate the human, political, and strategic dimensions of their careers. That’s where I come in.

My clients bring questions like:

  • How do I get seen for more strategic or leadership roles without overselling myself?

  • Should I pursue a new credential, MBA, or global opportunity?

  • How do I handle a boss who micromanages or doesn’t develop me?

  • I’m technically strong—how do I get better at influencing people and outcomes?

  • My role is stable, but am I still growing?

  • How do I move from “doer” to strategic thinker and leader?

  • I passed the CFA exams—now what?

Often, the real question isn’t about skill—it’s about clarity, presence, and timing. I help professionals not just find answers, but ask better questions. Together, we work to align ambition with values and build careers that can endure change.

How We Work Together

I don’t offer cookie-cutter programs or public courses. Instead, I work one-on-one with professionals who are ready to take their career seriously—and quietly.

Engagements typically include:

  • Private strategic sessions — Focused conversations by video or in person, aimed at resolving specific challenges or mapping out long-term moves.

  • On-call retainer relationships — For professionals who want a discreet advisor available as they lead teams, evaluate offers, or navigate workplace dynamics.

  • Reset experiences — For those at a crossroads, I offer immersive one-on-one sessions on my sailboat off Vancouver Island—away from screens, noise, and routine. These are built for clarity and re-entry, not escape.

Every engagement is customized. Some clients work with me for a season. Others stay for years. What unites them is a shared belief in long-term thinking, professional integrity, and the value of having a trusted second voice.