Douglas J. Ongaro, CFA

Doug spent the majority of his career as senior executive in the asset management and financial services industry, where he focused on building and leading high-caliber, client-facing teams. The teams he led had an intense focus on fostering strategic, high-quality relationships with professional investors, and were built on a foundation of deep investment education, trust, […]

Jim Carbonaro

Jim has spent more than 30 years in the Retail Brokerage Industry in Leadership Development and Coaching. He is a Registered Corporate Coach with the Worldwide Association of Business Coaches and an Adjunct to many fine firms specializing Leadership Development. Jim’s last corporate position was with Morgan Stanley in Talent Management and Leadership Development. While […]

Chris Ohmacht

Chris is a senior financial services executive with a successful track record of leading complex organizations and driving strategic, cultural and operating changes to improve client experience, firm profitability and shareholder value. He is also a private equity/venture capital investor and strategic advisor focused on the investment management and financial services/financial technology industry. He is an […]

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