Clarify your mission, differentiate your firm from competitors and makes a compelling case to your prospective audiences
We ensure clients’ products are relevant to audience needs at every level.
We develop tailored messaging that resonates and motivates prospects to act.
We provide clients council on holistic distribution inclusive of sales, marketing and client service.
We help clients engineer an operating model that aligns with firm’s business strategy.
We introduce clients to parties best suited to build businesses – together.
RUSSELL M. PARKER, CIMA® - Founder and CEO – LinkedIn
For three decades, Russell has helped some of the biggest names in financial services build market presence, grow distribution, and drive profitable results. Having strong executive management experience taught him to plan like a CEO, be creative like CMO, and watch the bottom line like a CFO. With a foundation in consumer package goods sales and marketing, Russell has an advantage in getting investment products on the shelf and within an arm's reach of desire.
LISA HANES - Managing Director – LinkedIn
Lisa Hanes has over 20 years of financial services experience as an impactful business leader with a history of creating value within global asset management and broker-dealer institutions. She has developed strategic plans and lead significant, transformational change at large complex, matrixed financial services organizations. She deploys thoughtful guidance by leveraging business, management, operational, and technical expertise across the wealth management, retirement, product, operations, and distribution spectrums.
ANDREA TRACHTENBERG – Managing Director – LinkedIn
Andrea has 30 years of experience working in the financial services arena for companies of all sizes including introduction, development, growth, and maturity stage firms. As a business-savvy professional, she has a reputation as a marketing trailblazer. Andrea consistently demonstrates a remarkable knack for finding the cutting edge, particularly in challenging situations. An experienced CMO, she has broken ground with visionary ideas, collaborative spirit, and adroit orchestration.
FRANK GREGORY, J.D., CIMA® – Managing Director – LinkedIn
Frank has over 25 years of experience counseling small and large businesses to help them streamline and focus their operations, increase market share and revenue, and develop strategic and tactical plans that are cutting edge and compliant. Whether helping asset management firms of all sizes structure nimble and impactful distribution systems or using his legal background to assist clients and boards in understanding current regulations and navigating their fiduciary duties, Frank cuts through the noise to provide clarity of direction.
KEVIN ROWELL - Managing Director – LinkedIn
Kevin is an experienced business executive, having served as Mutual Fund Company President and President of Distribution for several firms and as a member of many executive committee boards. He has worked closely with the Fund Trustees and Independent Directors of several asset management firms. He has a consistent record of success at firms ranging from large asset managers to boutique firms and has been deeply involved with the M & A process during those firms’ strategic transactions. A key focus has been in the Distribution Company and leading sub advisory growth for each firm.
PATRICK MUIR – Assistant Vice President – LinkedIn
Patrick has been a member of the rpmAUM team for 3+ years, assisting with the value creation process for the firm’s clients. His project experience includes new business launches, operating model restructuring, distribution and go-to-market preparedness, rebranding, and back office technology integration.
TAYLOR HOSLEY – Associate
A computational data scientist in his third year at Salisbury University, Taylor has been working with rpmAUM since 2018, assisting with compiling, designing, and producing several consulting projects. Outside of rpmAUM, Taylor has worked at a digital automation services company, Node.Digital where he has participated in the development of AI chat bots and prototyping FDA applications.