Ezra Group is an operator-led consulting firm focused on wealth management and WealthTech. The firm is built around practitioners who have spent decades inside RIAs, broker-dealers, custodians, and technology platforms, carrying responsibility for the same kinds of decisions and projects our clients face today.
That experience shapes how we listen, the questions we ask, and the recommendations we make. Clients work with senior practitioners from start to finish, not rotating teams of junior consultants.
Ezra team members have owned platforms, led migrations, managed integrations, and rolled out training across advisor, operations, and supervision teams. This work is not theory for us. It is the continuation of careers spent inside wealth management and WealthTech organizations.
Whe bring the perspective of people who have sat in your seat and carried similar responsibilities. That perspective helps us see risks earlier, spot practical opportunities, and match recommendations to how firms and platforms actually operate.
Ezra Group combines a core team with a bench of consulting partners and executives in residence.
The core team runs the firm, leads engagements, and stays connected to every project.
Consulting partners are experienced operators who work alongside the core team on specific client work in their areas of depth.
Executives in residence provide strategic counsel and perspective from their own leadership careers and may participate in selected projects where their expertise applies.
CEO and Founder
Business and technology strategy consultant and founder of Ezra Group
Director of Operations
Oversees project delivery and operations at Ezra Group
Senior Wealth Management Consulting Partner
Founder of Independent Channel Advisors with 30+ years in wealth management
Head of Research and Senior Consultant
Leads research and competitive analysis with 15+ years of experience
Senior Financial Services and Technology Strategist
30+ years of experience in brokerage, wealth management, and consumer banking
Head of WealthTech Integrations
35+ years in financial technology and data aggregation, with senior roles at Merrill Lynch
Chief Marketing Officer
Supports Ezra Group on brand, messaging, and go-to-market strategy
Advisor Technology and Operations Consultant
Founder of RIA Oasis and longtime advisor technology strategist
Wealth Management Strategist and Adoption Consultant
30+ years in wealth management and fintech, with 17 years at Morgan Stanley
Managed Accounts and Advisory Products Consultant
25+ years in financial services with deep specialization in managed accounts
M&A and Wealth Transformation Consultant
Founder and CEO of Aureus Advantage, an advisory to wealth firms
Executives in residence are senior industry leaders who advise Ezra Group on strategy and support selected engagements where their experience is especially relevant. They are not employees, but they play an important role in shaping our perspective on the market.
Executive in Residence
Founder and president of Anchor Point Strategies with 34+ years in wealth management
Executive in Residence (Go-to-Market and Data Aggregation)
Seasoned fintech entrepreneur with 30+ years building data and technology firms
Executive in Residence
Dual-exit CEO with 25+ years leading wealth management and fintech firms
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