Strategic Partners

The Bielan Group and Strategic Advisory Consulting Group will draw on their collective experience to help clients build strong, integrated wealth management organizations. Together they’ll generate a well-defined strategy, then create lasting momentum to change behaviors and processes within your team.

Dave Coffaro, Founder of SACG, has more than 30 years of experience as a strategic organizational advisor, leader of diverse teams, and developer of people. A proven designer and initiator of growth-focused business strategies, Dave continues to refine his craft and lead his profession. SACG was founded on his experience and he is the engine that continually drives us to provide expert insights and produce practical results.

Dinsmore Compliance Services (DCS), an affiliate of Dinsmore, offers customized, outsourced compliance services to SEC registered RIA’s.

Jeff Chapman, Executive Vice President of Dinsmore Compliance Services, is an experienced investment industry senior executive with more than 30 years of experience leading fixed income, foreign exchange, commodities, retail brokerage, and interest rate management businesses. Jeff has a proven track record of building and growing profitable businesses from inception to maturity.

Chris Carpenter is an industry veteran and executive with a proven record in helping firms improve operations functions, reduce operational costs, and provide a better product for clients. Chris has experience as both a vendor and consumer of operational services. He has worked with small and large firms in a variety of financial service business lines including bank trust and custody, broker/dealers, and RIAs alike.

Chris has architected numerous strategic operational and system solutions, created and implemented operational strategies for organizations, and created new products and services. He also has significant experience in managing transitions as a result of technology and organizational change.

Arthur Osman & Company provides management consulting, coaching, executive and advisory services to wealth management community. Working with financial institutions, wealth management firms and executive leaders to navigate change, run high performing teams and businesses, create organizational conditions for success, and lead with excellence.

The Kehrer Group is the financial advice community’s trusted partner for original thought leadership, insight based in data, and strategies that drive success. Kehrer Group’s legacy of research and analysis has advanced the delivery of investment services in banks and credit unions and shaped the industry into what it is today. Kehrer Group’s principals meld the wisdom gained from its long history in the industry with cutting-edge analytics, data that is robust and diverse, and a deep understanding of the key drivers of performance.