Meet The Team

Our senior leadership team works closely with clients at every step of the engagement to ensure a productive and positive experience.


Tim Kresl

  • Ten years of experience partnering with asset managers to refine and build data driven distribution strategies

  • Former Principal of Market Metrics

  • Extensive experience analyzing, synthesizing, and interpreting large amounts of disparate data

  • Successfully designed and implemented new research studies to better understand the intermediary sold space

  • Expertise in territory design, rotation planning, and segmentation strategy

  • Lives in Arlington, MA with wife and daughter

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Matt Schiffman

  • Three decades of sales and marketing experience in financial services

  • Former Global Head of Marketing and Head of US Distribution for Legg Mason

  • Experience in marketing strategy, improving client experience, and brand building

  • Skilled sales manager with a history of helping teams meet and/or exceed goals

  • Successfully designed and implemented numerous successful client outreach campaigns

  • Lives in Los Angeles, CA with wife of 31 years

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Alex Golub-Sass

  • Ten years of experience working with a broad range of clients to develop and deliver key analytic initiatives

  • Former Lead Data Scientist at Slalom Consulting Boston

  • Experience working across verticals, including business and IT, to understand how to get the most value from projects

  • Architected and implemented multiple analytics projects focused on customer segmentation and customer churn across industries

  • Expertise in machine learning, advanced and predictive analytics, and enterprise data science strategy

  • Lives in Newton, MA with wife and two children