Providing Experienced Investment Management Solutions:
Trading, Expert Witness, Best Execution, Audit, Risk, Compliance, and Technology.

Jeff provides independent consulting and advisory services to the financial services and legal communities, leveraging his personal experience and industry expertise.
___________________________________

AREAS OF EXPERTISE & TYPICAL SERVICE OFFERINGS:

TRADING DESK BENCHMARKING:
Partner with the Chief Investment Officer and lead the evaluation of the current-state trading process from both the investment manager's and asset owner’s perspectives.  Design and implement an alpha-generating trading environment.  

EXPERT WITNESS:
Provide experienced Litigation Support services:  consultation, assessment, report creation, deposition, testimony, and data analysis.

INVESTMENT LIFECYCLE:
Assess the end-to-end investment/trading/operations processes, controls, and technology to help identify opportunities for risk reduction, operational efficiencies, and improved client experience.

OUTSOURCING:
Synthesize a needs assessment and facilitate the outsourced provider selection process, contract negotiation, and implementation;  Trading, Middle/Back Office, Technology, and Intelligent Automation.

BEST EXECUTION:
Maximize alpha retention by enhancing the current (or implementing a new) trading-analytics (TCA) partnership, data capture, and process strategy.

AUDIT, COMPLIANCE, GOVERNANCE:
Partner with the Chief Audit Executive, Chief Risk Officer, and Chief Compliance Officer to instill a practitioner perspective into the end-to-end investment process (security selection, portfolio construction, trade execution, best execution analytics) and the design of policies, procedures, processes, and controls.

Estella LLC

Org chart

Teams

Offices

Estella LLC

Org chart

Teams

Offices

Related companies