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.

The Practice Management Team

Sophie Gilbert

HEAD OF U.S. BUSINESS SOLUTIONS

18 years of industry experience

Tina Downing

DIRECTOR, BUSINESS SOLUTIONS
EASTERN U.S.

30 years of industry experience

Johann Schneider

DIRECTOR, BUSINESS SOLUTIONS
WESTERN U.S.

15 years of industry experience

Alex Shei

PROGRAM MANAGER, BUSINESS SOLUTIONS

8 years of industry experience

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