The Practice Management Team

A long standing passion for helping advisors

Our team averages 18 years of experience working with advisors across the globe to help them maximize their potential. We would be delighted to partner with you. Please reach out to your dedicated Regional Team to arrange a consultation.

Sophie Gilbert
Head of North America Business Solutions
18 years of industry experience

Tina Downing
Business Solutions Director
Eastern U.S.
30 years of industry experience

Johann Schneider
Business Solutions Director
Western U.S.
15 years of industry experience

Alex Shei
Program Manager
8 years of industry experience


Advisors, ready to take the next step? We're here to help.

Ready to serve

We have a wealth of experience. Find out more about our Practice Management experts.

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