• Founder, Cortus Advisors
  • Partner, Tapestry Networks
  • Managing Director, Fidelity
  • Engagement Manager, Bain
  • Research Associate, NERA
  • Ph.D. Business Economics, Harvard University & HBS
  • MA Harvard University
  • BA Economics, Northwestern University

Representative Projects

  • Led development of long-term growth strategy for $5B professional services firm, including new product development, automation, customer segmentation.
  • Led development of international expansion of $180B AUM institutional asset manager.
  • Developed advisor product/practice development strategy for $12B FS firm.
  • Developed client segmentation and targeting strategy for $4B technology-focused professional services firm.
  • Developed new market positioning for employer-provided financial services business of broadly diversified $36B financial services firm.
  • Developed new market entry strategy for top technology company in enterprise and small business computing markets.
  • Developed strategy for ownership transition and leadership succession plan for $50B AUM active asset manager.
  • Led multiple new business development strategies for $2.5T AUM financial services firm in areas of product development, customer segmentation and targeting, market positioning, cost efficiency.
  • Created new business development thought leadership unit for $36B professional services firm.
  • Conducted due diligence research for PE investor in employee benefits markets.
  • Developed new market entry assessment for $37B FS firm in robo advice market.

Expertise

Industries

  • Asset Management
  • Emerging Technologies
  • Financial Services
  • FinTech
  • Insurance
  • Private Equity
  • Professional Services
  • Venture Capital

Project Types

  • Growth Strategy
  • M&A/Partnership Strategy
  • Product Development/Management
  • Profit Improvement
  • Market Entry
  • Due Diligence
  • Efficiency

Representative Clients

Companies

  • American Express
  • Ameriprise Financial
  • Causeway Capital
  • China Southern Asset Management
  • Dell Computer
  • EY
  • Fidelity Investments
  • Gartner Group
  • Goldman Sachs
  • Grant Thornton
  • Imation

PE Firms

  • Investors Group
  • State Farm
  • Welsh Carlson

  • Director, Mattel (Sales & marketing for Target account)
  • Case Team Leader / Consultant / Senior Associate Consultant / Associate Consultant, Bain & Company
  • MBA, Kellogg School of Management @ Northwestern University
  • BEng, Management Science & Engineering, Stanford University

Representative Projects

  • At Mattel, built a comprehensive view of Mattel’s retail performance annually at Target. Advised Sr Execs at Target on best promotional retail strategy in-store and online to promote products from ~15 Mattel brands.
  • For a Fortune 50 drugstore retailer, acted as Engagement Manager for a market landscape/competitive deep-dive project specifically focused on improving profitability overall through increased loyalty in pharmacy
  • For a US-based Fortune 100 retailer built a competitive landscape of the Beauty space and evaluated ~40 companies for inorganic acquisition.
  • For ~$10B Beauty company, developed a comprehensive view of the Luxury & Prestige cosmetics market landscape including consumer-driven market segmentation, and opportunity identification in 8 market segments based on primary and secondary research
  • Medical Devices: For a Fortune 500 leader in Medical Devices, created pricing strategy for Marketing department of $1B division through primary and secondary research
  • Arts & Crafts: Revised procurement strategy for SVP of Procurement overseeing $300M budget and 50+ vendors, resulting in $14M savings
  • Private equity: Performed diligence on 9 different acquisition targets (mostly consumer-facing organizations) through 1,000+ customer and expert cold-calls.

Expertise

Industries

  • Agriculture
  • Arts & Crafts
  • Beauty
  • Beverages
  • Fashion
  • Gardening
  • Medical Devices
  • Pharmaceuticals
  • Retail
  • Telecom
  • Toys
  • Vision Services

Project Types

  • Growth Strategy
  • Consumer Strategy
  • Marketing
  • Profit Improvement
  • Pricing Strategy
  • Due Diligence

Representative Clients

Companies

  • Target (customer)
  • Nestle
  • Mars
  • Kohl’s
  • Walgreens
  • Motorola
  • Medtronic
  • Express Scripts
  • Shiseido
  • Vera Bradley
  • Wilton
  • Burpee

PE Firms

  • Anchor Partners
  • Ares Management

  • Senior Principal, Founding Member, BCG Digital Ventures
  • Engagement Manager, McKinsey & Company
  • Americas Practice Manager, McKinsey Retail Practice
  • Founding Team, GlobalGiving.com
  • Advisor, Jaanuu.com
  • Engineer, Procter & Gamble
  • MBA, Harvard Business School
  • BS, Mechanical Engineering

Representative Projects

  • Developed a portfolio of investable new ventures for a major mattress company undergoing disruption. Newco outperformed top competitor by 80% in initial testing alone
  • For iconic denim brand, led team of 15 to re-engineer subscale e-commerce business. Drove 20% lift over plan within 5 months. Simultaneously re-imagined future state experience and defined new marketplace venture
  • For iconic retailer, designed personalized experiences in and around store to drive lifetime value. Solution leveraged new personalization platform.
  • Defined promotions strategy for $30 billion retailer, resulting in nearly $200 million in gross profit opportunity.
  • Redesigned and piloted new store format for a $30 billion multi-format retailer. Transformed layout, assortment and merchandising across key departments.
  • Developed $3 billion growth strategy for $4 billion multi-format specialty retailer. Analyzed customer segmentation, market trends and client capabilities to grow across existing formats and through new concepts
  • Led post-merger integration of sales and marketing functions following $1billion acquisition of CPG company

Expertise

Industries

  • Consumer Products
  • Financial Services
  • Healthcare Services
  • Restaurants
  • Retail

Project Types

  • Growth Strategy
  • Digital Innovation
  • eCommerce
  • Transformation
  • Design Thinking

Representative Clients

  • Large Mattress Brand
  • Iconic Restaurant Retailer
  • Iconic Denim Brand
  • Luxury Fashion Brand
  • Major High Tech Player
  • Top Pet Retailer
  • Major Telecom Retailer
  • Major Canadian Big Box Retailer
  • Multi-Format Specialty Retailer
  • Major Life Insurance Company
  • Top Australian Bank
  • Newegg.com
  • Chromadex