For over 20 years, Pointe has been a leader in evidence-based advisory. Whether making an investment, entering a new market, planning for or responding to a disruption, or developing a new product, we power our clients’ decision-making with an unparalleled understanding of rapidly shifting industry landscapes.  We serve an exclusive client base of global leaders at portfolio management companies, private equity firms, hedge funds, and multinational corporations.

At Pointe, we believe that superior investment and growth strategy is built on evidence, not theory. Our rigorous research capabilities and proprietary expert networks allow us to generate original insights at a level of granularity and relevance unrivaled in the industry. Our clients rely on us to unravel market complexities and eliminate uncertainties to spur performance and accelerate growth.

Pointe Advisory is not your traditional advisory firm. We embrace our personalized, boutique culture and our clients do too. What we value as a company is identical to what we value in each other:  humanity, creativity, passion, hustle, and humor. Whether we’re working with each other or working with our clients, we focus on building relationships that foster trust, confidence, intellectual and social development, and success. We welcome you to take a deeper look!



Investment Management

Hedge Funds

Pointe Advisory

Karl Kelley

Peter Smith

Kenneth Sawka

Stuart Ferguson

The Management Team at Pointe Advisory oversees the firm's strategic direction and operational execution across various departments. This team ensures that client engagements are managed effectively, leveraging the company's rigorous research capabilities and expert networks. Their roles include facilitating seamless IT operations, guiding research methodologies, optimizing research processes, and driving market insights, all while fostering a company culture of creativity, passion, and trust.

Management Team

Consulting and Private Equity Team

Leadership Team

Management Team

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Team members

Other teams at Pointe Advisory

Consulting and Private Equity Team

Leadership Team