Accelerate by leveraging your inflection points
Investors need a specific set of skills to accelerate
Leader
Manager
Investor
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.
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A trusted thought partner, I bring an outside perspective—independent from your partnership and firm politics.
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Bring what’s happening in the moment—your day-to-day challenges and friction points become the inputs to our work.
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We dig into the opportunities, the setbacks, and the blocks—what’s driving you forward and what’s holding you back.
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Try on new perspectives and approaches—shifting how you think, lead, and show up.
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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”)