Elite Consulting Partners
Don O'Fee has extensive experience in the financial services industry, currently serving as a Senior Transition Consultant at Elite Consulting Partners since February 2021, where the firm specializes in providing strategic advice and solutions to advisors and corporate clients. Prior to this, Don O'Fee held various leadership roles, including Senior Marketing Director at Lincoln Financial Group and Vice President at Aim Management/Invesco, focusing on mutual fund management across Southern Florida, South and Central America, and the Caribbean. Don O'Fee's career also includes senior positions at Pioneer Mutual Funds and Putnam Investments, along with substantial experience at EF Hutton & Co. Additionally, Don O'Fee served as a Security Forces Specialist in the United States Air Force from 1969 to 1973. Education includes a Bachelor of Business Administration in Investments and Securities from Boston University.
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Elite Consulting Partners
Elite Consulting Partners is a transition consultant, practice management, and business consulting firm focused on providing strategic advice and solutions to the financial services industry. Our industry-leading staff offer unparalleled service, unbiased advice, and expert guidance to our advisor and corporate clients. We ensure our clients' objectives and goals are realized during their due-diligence and transition process. We work with many of our clients in areas concerning transitioning to a new broker-dealer, investment advisory firm, custodial platform changes, maximizing revenue, increasing headcount, and monetizing the equity within a practice or business through negotiated mergers or simple advisor recruiting deals and packages. We serve as the bridge connecting advisors and businesses to actionable ideas. In the course of consulting with our clients, we communicate competitive intelligence covering the wire-house, regional, independent broker-dealer, RIA, and hybrid landscape(s). We also partner with firms that have deeper expertise within independent advisory M&A, practice management, succession planning, and business valuation disciplines to bring a higher level of service to our clients.