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Exceptional and Far Reaching Experience

We have served as operators and investors, C-Suite execs and entrepreneurs, and directors on for-profit and not-for-profit boards. Through it all, we have experienced the highs and lows faced by many organizations.

We understand the effort necessary to effect strategic change and drive investor returns. It demands rigor and discipline. It is also essential to go beyond spreadsheets to devise an actionable plan that is not only impactful, but sustainable. Over our careers, we have honed the ability to look over the horizon and peek around corners to identify unanticipated risks while also uncovering paths to accomplish our client's objectives.

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Brian Posner

President and Director

More than 30 years of experience leading, advising, and investing in public and private companies.  Director at Arch Capital Group (ACGL). Previously Chair of the AQR Funds and Bioverativ (BIVV), as well as director at Biogen (BIIB) among others. Northwestern University Charter Trustee. Advisor to Northwestern's Center for the Study of Diversity & Democracy. 

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Lauri Altman

Chief Strategist and Director

Previously a senior executive at Citigroup and ClearBridge Investments with extensive experience and expertise in all matters pertaining to strategic planning, financial analysis, M&A integration, organizational structure, product development, and sales and marketing. Active with, and previously served on, numerous not-for-profit boards focused on education and the arts.

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Sandy Jayaraj

Director

C-Suite executive with 25 years financial markets experience. Recognized as an expert in issues pertaining to sustainability. Served in senior roles at PwC and Morgan Stanley.  Formerly CEO of Curation Corp, a trusted sustainability intelligence enterprise. Co-founder of The Sustainable Investor publication and Chief Strategy Officer of Yellow Sub AI.

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