Accelerate by leveraging your inflection points

Investors need a specific set of skills to accelerate

Leader

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Manager

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Investor

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How coaching works

  • My advisory services are one-on-one coaching for senior leaders at buy-side firms.

  • Engagements typically last 6 or 12 months, with virtual sessions held every other week (i.e., two sessions per month)

  • Each client’s leadership program is customized to address immediate priorities; the day-to-day challenges that have the greatest impact.

  • A trusted thought partner, I bring an outside perspective—independent from your partnership and firm politics.

  • Bring what’s happening in the moment—your day-to-day challenges and friction points become the inputs to our work.

  • We dig into the opportunities, the setbacks, and the blocks—what’s driving you forward and what’s holding you back.

  • Try on new perspectives and approaches—shifting how you think, lead, and show up.

  • You leave each session with strategies, forward momentum, and a renewed commitment to yourself.

Coaching Topics


Investor

  • Expanding Leadership Influence

  • Mastering Competing Priorities

  • Maximizing Talent Impact

  • Optimizing Board Contributions

Manager

  • Navigating Challenging Conversations

  • Developing Emotional Intelligence

  • Empowering Through Delegation

  • Cultivating a High-Performing Deal Team

Firm Leader

  • Executing Strategy

  • Leading by Example

  • Optimizing Decision-Making

  • Managing as Co-Heads (“Two-in-a-Box”)

Ready to accelerate?