Our Services
Senior Leadership Consulting
Design and facilitate strategic business reviews and organizational redesigns
Partner with CIOs/senior leaders to improve succession plans and investment team effectiveness
Create forward-looking talent development initiatives for investment professionals
Coach executives in strategies for maximizing talent performance
“Christine was a critical partner in the design of our investor development program, ensuring we had the right balance between educating our investors on technical skills and helping them develop the strong self-awareness and resilience required to navigate today’s markets. We began the program in 2015, and our early participants still talk about the marked impact it has had on their career and investment approach.”
Erin Murphy
Head of Investment Strategy
Wellington Management
Investor Skill Development
Design bespoke programming grounded in assessment data and insights from best-in-class experts
Establish a clear process for identifying and developing each investor's unique “signature” of strengths and risk appetite
Program offerings include:
Portfolio manager development for newly promoted analysts
Chief Investment Officer training for investment team leaders seeking to develop the next generation of portfolio managers
Critical skills training for research analysts
Training for early-career investors
“The program Christine designed was the most impactful thing that has ever happened to me in my career. I am so thankful to the firm for investing in me and helping me develop new skills that I really needed (and didn't even realize). In a future state of investing and working with clients, we need new and different skills and I feel much more prepared than before.”
Clark Shields
Portfolio Manager
Wellington Management
Investor Teams Coaching
Help teams understand their individual and collective behavioral biases, leverage their strengths, and integrate their individual risk profiles to build long-term, alpha-generating investment processes
Enable smooth succession planning
Identify talent or capability gaps in hiring plans
Train leaders in successful onboarding strategies for new team members
“Working with Christine has been transformative for me. Her coaching style goes beyond conventional methods and focuses on personal growth and self-awareness. One of Christine's strengths is her emphasis on self-reflection and introspection. Christine has made a significant difference for our investment team is in helping us understand our individual risk appetites and the biases that come with our individual risk profiles.”
Rayna Lesser Hannaway
Head of Small Company Growth Team and Portfolio Manager
Polen Capital