Working with Olmstead consultants means working with Olmstead as a firm. We pride ourselves in providing layers of support for both our clients and our consultants to achieve long term success. Our Leadership Team is comprised of Senior Executives, Engagement & Advisory Leads, Thought Leaders, Client Management, Consultant Management, and Recruiting specialists.

Connect with Stephen on LinkedIn 
View Steve’s thoughts on Olmstead’s Client Experience & Engagement focus

Stephen is CEO of Olmstead Associates. He also leads Olmstead's Client Engagement capability, helping investment managers with communications and information delivery solutions across their client lifecycle. He has 25+ years as a management consultant and financial technology executive, helping global financial markets firms of all sizes define and achieve their business objectives. Regarding our client's client experience, he drives Olmstead's services, considering all client touchpoints when devising client engagement operating models and integrated sales and service solutions. 

Stephen held senior positions at Andersen Consulting (now Accenture), PwC, and Arthur Andersen, where he was the partner-in-charge of the New England financial markets business consulting practice. Prior to Olmstead, Stephen held leadership positions at trading pioneers ITG and Macgregor. He architected and ran the ITG Net business unit, the firm's end-to-end electronic trading and trade processing network, building it to a community of over 750 buy-sides, sell-sides, custodians, and industry utilities. Stephen led Macgregor's Sales and Service, and oversaw the transformation of the firm's financial profile by diversifying revenue, growing recurring revenues, and reducing costs dramatically. A recurring theme through his professional experiences is the weaving together of strategy and execution, business and technology.

A graduate of Georgetown University, in his free time you can find Stephen enjoying time with his wife and three children, around a baseball diamond or on a stand-up paddle board. Stephen holds the Chartered Financial Analyst (CFA) designation.
Connect with Neal on LinkedIn
View Neal’s thoughts on Olmstead’s Investment Operations focus

Neal leads Olmstead Associates Operational Agility consulting capability, focusing on helping the investment management community evolve its operations into an enabler of corporate strategy. He has extensive experience leading operations and technology transformation initiatives having delivered numerous solutions for highly sophisticated, complex global investment managers.

Prior joining Olmstead, Neal was a Relationship Executive for State Street's largest and most strategic clients where he was responsible for global client strategy, thought leadership and service delivery spanning all of State Street's business lines and global locations. He also was Senior Department Head in State Street's Investor Services, supporting the U.S. Mutual Fund business for large global clients. As COO of State Street's EMEA Investor Services, Neal was responsible for all operations across Europe, including establishment of a BPO capability in Poland and integration of State Street's acquisition of Deutsche Bank's European custody business.

Neal holds the Chartered Financial Analyst (CFA) designation and is a member of the Boston Security Analyst Society.
Connect with Michael on LinkedIn

Michael is a Managing Director in Olmstead Associates’ Operational Agility practice, leading our middle office strategy and outsourcing competency.  He is a proven industry leader with over 25 years of demonstrated success guiding asset managers and service providers through complex initiatives to realize strategic business objectives. Michael has experience leading some of the investment management industry’s most prominent middle and back office transformations including operating model redesigns, and operational assessments involving technology, outsourcing or offshoring evaluations.

Prior to joining Olmstead, Michael was a Managing Director for Accenture in the Asset Management consulting practice. Michael also spent 10 years serving as a Principal with Beacon Consulting, where he was instrumental in the build out of their Outsourcing and Technology Assessment capability. Additionally, Michael has held numerous management roles at Brown Brothers Harriman, Eagle Investments, PFPC and JP Morgan. Given Michael’s extensive experience in the middle and back office accumulated from his leadership roles in consulting and operations, he can offer clients a unique perspective from initial strategy through implementation.

Connect with Ed on LinkedIn

Ed is a proven leader with over 20 years' of demonstrated success guiding asset managers with very large and complex technology transformational initiatives. Ed offers clients a unique combination of business strategy, deep technology expertise, and creative solution development spanning front, middle, and back office through distribution.   

Prior to joining Olmstead, Ed was Chief Architect of HIMCO and the Head of Strategy, Innovation, and Planning for Invesco. In his career, Ed has designed and built many front office applications, rebuilt entire investment management data platforms, delivered innovative predictive analytic solutions and is an expert in technology solutions for data analytics, quant, data warehousing, investment research, data governance, data mastering, and infrastructure. As a business strategist, Ed combines a thorough understanding of the investment management business with in-depth computer science and technology innovation solutions to best guide senior business leaders to maximize the benefit of technology spending to accelerate business strategy.   

Investment Management success can be correlated to effective use of data to make decisions, Ed is passionate about helping our clients by leveraging and transforming their existing data capabilities into a competitive advantage and efficient business accelerator. Technology advances in big data, predictive analytics, data lakes, and AI are rapidly changing the Investment Management industry and Olmstead is in a unique position to enable success with our clients. Well-built data platforms with governed, high quality, and readily available data is the engine for a data-centric and data-driven asset manager.   
Connect with Kevin on LinkedIn

Kevin is Vice President of Client and Market Development. Within this role, Kevin is responsible for overseeing Olmstead's Client Management, Consultant Management, Sales Enablement, and Marketing efforts. Kevin brings almost 20 years of financial technology experience to this role as well as proven success building and managing strategic relationships with asset managers, asset servicing firms, and the technology providers that support them.

Kevin has held business development and client relationship positions in the industry and most recently came to Olmstead Associates from InvestTech Systems Consulting where he was responsible for defining and developing their business development function. Prior to InvestTech, Kevin worked with SS&C and StatPro supporting their software and services sales efforts and spent 5 years at TowerGroup where he managed the development and execution of their consulting, advisory, and training businesses.

Kevin is a graduate of Boston College with a degree in Economics. In his free time, Kevin enjoys spending time with his wife and 2 sons, coaching, and staying active through many sporting activities.
Connect with Amanda on LinkedIn

is responsible for running Olmstead’s Talent function and helps manage our consultant liaison program and our broader Olmstead Network. A Recruiting Professional with 8 years of experience in staffing and consulting across a variety of industries, Amanda has taken a more recent focus on Financial Services. Amanda supports our clients to evaluate the nuances of their needs and works effectively with our broader network to ensure an exceptional skills, knowledge and cultural match for our clients. She has extensive training in sourcing and connecting with talent through traditional and non-traditional methods.

Prior to joining Olmstead Associates, Amanda worked for the largest U.S. provider of scientific and clinical staffing, where she was recognized for the relationships she formed with the consultants and her ability to best match candidates to the needs of their clients. Amanda is a graduate of Longwood University where she was recruited to play soccer. In her spare time you will find Amanda at a sporting event or on the waterfront. Amanda is always looking to expand our network and grow the business, have you reached out to her today?
Olmstead Associates is a leading specialized consulting firm to the investment management industry. For over 20 years, Olmstead has provided consulting expertise to help investment managers plan for, select, and implement solutions. Our Operations, Technology, and Data experts, proven methodologies, and leading edge tools help inform our clients to make better decisions and lower project risk.
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