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Consulting Fellows
Since Tiburon consultants speak at dozens of conferences every year, the firm is exposed to all types of other industry "consultants" and has worked with many in client engagements. As a result, to assist Tiburon clients, the firm has developed a network of consultants in the industry that it believes offer specific expertise to help its clients. Tiburon's Consulting Fellows Program includes experts in the areas of sales & marketing, operations & technology, human resources & recruiting, investment consulting, mergers & acquisitions, and legal affairs. Click the links below to read biographies and gather contact information for Tiburon's consulting fellow members: Tiburon's Consulting Fellows have participated in Tiburon projects and worked extensively with the firm's clients. Many also give conference speeches leveraging Tiburon's research materials and applying their own consulting experiences. All are eligible to earn seats at Tiburon's semi-annual CEO Summits. Feel free to contact them directly or through Tiburon. Sarah Sage will be happy to help you (SSage@TiburonAdvisors.Com or 415-789-2540).
Tiburon Consulting Fellows Kevin Malone, Peter Shannahan, Julie Allecta, Lori Medlen, Bob Padgette, David Smith, Barry Mendelson, Jim Atkinson, Mitch Vigeveno, Tim Armour, Scott MacKillop, Ron LoVetri, & Larry Cohen pose with Tiburon Managing Principal Chip Roame at Tiburon CEO Summit VIII Julie Allecta
Prior to entering private practice, Julie was with the Office of the General Counsel of the Securities & Exchange Commission in Washington, DC. She is active in the American Bar Association's Committee on the Federal Regulations on Securities, and its subcommittees on investment companies, investment advisors, & private investment companies. Ms. Allecta received her BA, MBA, & JD degrees from the University of New Mexico. She is a member of the state bars of California, New Mexico, & the District of Columbia, as well as the US Supreme Court Bar and the Court of Appeals of the Fifth & Tenth Circuit Bars. Ms. Allecta joined Tiburon's Consultant Fellows program in 2002 to offer legal assistance to the firms' collective investment management firm clients. Julie resides in the San Francisco Bay Area and can be reached directly at JulieAllecta@PaulHastings.Com or 415-856-7006 or via Paul Hastings' web site at www.PaulHastings.Com. Jim Atkinson
Mr. Atkinson is in his thirtieth year in the financial services industry, including 23 years in the mutual funds industry. As a senior mutual funds industry executive, he has had experience at small and large investment management firms as well as experience in both the direct and intermediary channels. Jim has been with two mutual fund start-ups and has contributed to the product engineering, launch, & marketing of over 20 mutual funds. Included in this history are both load and no-load funds, domestic and offshore funds, and a closed-end fund. In addition to his hands-on experience in the mutual funds industry, Mr. Atkinson has also served as the president of an award winning internet company that provides original content to assist investors in managing their mutual fund portfolios. Mr. Atkinson joined Tiburon's Consulting Fellows program in 2001 to offer assistance to the firms' collective mutual fund company clients in the areas of sales & marketing, including marketing strategies, advertising strategies, & marketing communications implementation. A regular speaker at industry conferences, Mr. Atkinson has made numerous television appearances both in the US and abroad. By leveraging Tiburon's research, Mr. Atkinson is an excellent conference speaker and market seminar participant on topics such as "An Initial Overview of the Mutual Funds Industry", "ETFs & Indexing: The Movement Toward Market-Linked Products", "The State of the Online Financial Services Industry", and "A Synopsis of the Fee-Based Financial Advisor Market." Jim resides in Los Angeles, CA and can be reached directly at JimA@OrbisMarketing.Com or 818-716-2739 or via Orbis Marketing's web site at www.OrbisMarketing.Com. Kevin Malone
Mr. Malone has spent 25 years in the industry including ten years with UBS Financial Services where he started the pension consulting department, five years managing portfolios as a partner with McBryan, Malone, & Russell, and five years as a portfolio manager with Alliance Capital Management. Mr. Malone earned a BA in Accounting from Loras College. Mr. Malone joined Tiburon's Consulting Fellows program in 2002 to offer assistance to the firms' collective clients in investment consulting, a related field to Tiburon's expertise in strategic consulting. Kevin plays a key role in the consulting fellows program, previously serving on the original three person advisory board. Kevin also joined Tiburon's CEO Summit Planning Committee in 2005 and by leveraging Tiburon's research, Mr. Malone is an excellent conference speaker and market seminar participant on "Fee-Accounts, TAMPs, & the Booming Separately Managed Accounts Market," and "A Comprehensive Overview of the Hedge Funds Industry", especially with a focus on manager research. Kevin resides in Chicago, IL and can be reached directly at Kevin@GreenRockResearch.Com or 312-463-1301. Barry Mendelson
Prior to founding CMC in 2002, Mr. Mendelson was director of investment consulting services & wealth management strategy at RW Baird & Company, where he was instrumental in the development of the firm's investment management consulting business, including the development of new products and services. Mr. Mendelson has worked in the financial services industry for twenty-five years serving in similar leadership positions at other regional broker/dealers. Mr. Mendelson earned his BS from Palmer College in Davenport, Iowa and his Certified Investment Management Analyst designation from the University of Pennsylvania’s Wharton Business School and the Investment Management Consultants Association. He has been a member of the Investment Management Consultants Association since 1989 and now serves on its professional ethics committee. He is a member of the International Coaches Federation and has spoken frequently at industry events over the years on subjects including investment manager research, asset allocation, investment styles, client profiling, practice management, & investment management consulting. Mr. Mendelson joined Tiburon’s Consulting Fellows program in 2003 to partner in delivering open architecture business solutions and to deliver practice management consulting services. By leveraging Tiburon's research, Mr. Mendelson is an excellent conference speaker and market seminar participant on topics such as "Fee-Accounts, Turnkey Asset Management Programs (TAMPs), & the Booming Separately Managed Accounts Market". Barry resides in Milwaukee, WI and can be reached directly at Barry@CMarkC.com or 414-727-7995 or via Capital Markets Consultants web site at www.CMarkC.Com. Keith Mitchell
Mr. Mitchell's career within the asset management business spans over twenty years with extensive operational and strategic management experience, including start-up and turn-around situations for institutional and retail oriented firms in the US and abroad. Prior to forming Mitchell Advisers, Keith was a managing director with Putnam Lovell NBF in San Francisco and Atlanta. He previously held executive positions at AIB Asset Management Holdings, Delaware Management Holdings, Enterprise Capital Management, and Van Kampen. Mr. Mitchell joined Tiburon's Consulting Fellows program in 2003, resigned for personal reasons in 2004, and rejoined in 2006 to offer assistance to the firms' collective clients in the area of strategically based mergers & acquisitions. By leveraging Tiburon's research, Mr. Mitchell is an excellent conference speaker and market seminar participant on topics such as "Financial Services Industry Mergers & Acquisitions" and "Financial Advisor Mergers & Acquisitions." Keith resides in Atlanta, GA and can be reached directly at KMitchell@MitchellAdvisers.Com or 770-442-0464. Liz Nesvold
Prior to founding Silver Lane Advisors, Ms. Nesvold was a partner at Cambridge International Partners and, prior to that, a partner at Berkshire Capital. At both firms, she founded and led the respective firms’ wealth management practices. During her 17 year career, Ms. Nesvold has advised on approximately 125 completed merger, acquisition, valuation, and strategic advisory assignments for a variety of clients including national and local trust companies, multi-family offices, investment counselors, institutional, & alternative managers. Ms. Nesvold joined Tiburon's Consulting Fellows program in 2007 to offer assistance to the firms' collective clients in the area of strategically based mergers & acquisitions. Ms. Nesvold is also a frequent speaker at industry conferences and seminars, and has authored several articles, including How to Make Money in Wealth Management and How to Sell the Family Business without Losing Your Sanity. Liz resides in New York, NY and can be reached directly at ENesvold@Silver-Lane.Com or 212-883-9400. Paul Schaeffer
Mr. Schaeffer was formerly at SEI Investments, Investment Counseling, & Harris Bretall. Mr. Schaeffer joined Tiburon's Consulting Fellows program in 2003, resigned for personal reasons in 2004, and rejoined in 2006 to offer assistance to the firms' collective mutual fund company clients in the areas of operational efficiencies. Paul resides about a mile from Tiburon's office in Tiburon, CA and can be reached at PSchaefer@ReFlow.Com or 415-869-3604. Peter Shannahan
With over twenty-two years of experience, Shannahan & Company has located professionals in management, sales, marketing, portfolio management, relationship management, client service, consulting, & communications. Mr. Shannahan has a BS in business from Providence College and an MBA from Suffolk University. He was an Armor Officer in the US Army. Mr. Shannahan joined Tiburon's Consulting Fellows program in 2001 to offer assistance to the firms' collective financial institutions clients in their search for top talent. Peter resides in Tiburon, CA (not too far from Tiburon's office) and can be reached directly at Peter@Shannahan.Com or 415-381-3613 or via Shannahan & Company's web site at www.Shannahan.Com. Marie Swift
Ms. Swift has been involved in the financial services industry in numerous capacities. Ms. Swift joined Tiburon's Consulting Fellows program in 2007 to offer assistance to the firm's collective clients in the areas of public relations, targeted media placement, and marketing communications. Marie resides in Leawood, KS and can be reached directly at MarieSwift@ImpactCommunications.Org or 913-649-5009. Mitch Vigeveno
Mr. Vigeveno has a BA degree from Brown University and holds the professional designations of CLU and ChFC. He has over twenty-five years of experience in financial services on both the insurance and securities sides of the business. Mr. Vigeveno has written for, and been quoted in, several industry publications including Financial Planning Magazine, Ticker, Registered Representative, Investment Advisor Magazine, Investment News, and On Wall Street. Mr. Vigeveno has also been a speaker at several FPA and IMCA conferences. In addition, Mr. Vigeveno has been active as an officer, director, & member of the Tampa Bay Chapter of the Financial Planning Association since 1984. Turning Point is a member of the National Association of Personnel Services (NAPS), The National Banking & Financial Services Network, and the Top Echelon Recruiting Network. Mr. Vigeveno joined Tiburon's Consulting Fellows program in 2001 to offer assistance to both the firms' collective broker/dealer clients as well as financial advisors, financial planners, and brokers in their search for a mutual fit. Mr. Vigeveno worked collaboratively with Tiburon on a competitive analysis research project regarding the offerings of independent broker/dealers. By leveraging Tiburon's research, Mr. Vigeveno is an excellent conference speaker and market seminar participant on topics such as "A Synopsis of the Fee-Based Financial Advisor Market", "A Synopsis of the Independent Rep Market", and "A Comprehensive Overview of the Business Models & Best Practices of Independent Reps." Mitch resides in Clearwater, FL and can be reached directly at Mitch@TPISearch.Com or 727-725-8876 or via Turning Point's web site at www.TPISearch.Com. The Tiburon Consulting Fellows program is Tiburon's effort at bringing the resources of other industry resources to bear for Tiburon clients and prospects. Feel free to contact any of the fellows directly or request that Tiburon include them in any existing Tiburon project. To read about other Tiburon executive programs, please see the pages for CEOs-in-Residence and Financial Advisor Roundtable. Tiburon and Paul, Hastings, Janofsky & Walker, Orbis Marketing, Greenrock Research, Capital Markets Consultants, Mitchell Advisers, Silver Lane Advisors, ReFlow, Shannahan & Company, Impact Communications, and Turning Point are separate and unaffiliated companies and not responsible for each other's policies & services. |
Julie Allecta is a Partner at Paul, Hastings, Janofsky, & Walker, a leading US law firm with 1,100 attorneys serving clients from seventeen worldwide offices. The firm has established long standing partnerships with many of the world's top financial institutions, Fortune 500 companies, and other leading corporations. Paul Hastings' National Investment Management Practice Group supports its clients with diversified capabilities covering all aspects of the investment management industry. Its clients include mutual funds, exchange traded funds, unit investment trusts, domestic & offshore private investment funds (including venture capital, private equity, & hedge funds), investment advisers, and broker/dealers. The firm serves as counsel to open-end and closed-end funds, fund advisers, independent directors, fund administrators, and fund underwriters. Ms. Allecta co-chairs Paul Hastings' National Investment Management Practice Group. Her experience includes regulatory, corporate, and securities counseling in connection with the formation, financing, and operation of investment companies, investment advisors, broker/dealers, and investment partnerships. Ms. Allecta also has extensive experience in mergers & acquisitions involving mutual funds and investment advisors.
Jim Atkinson is the principal of Orbis Marketing. Mr. Atkinson has been involved with the design, launch, & marketing of a number of mutual fund industry innovations, including the first non-US dollar money market fund, the first mainland China fund, the first wireless fund, & the first closed-end fund to feature an automatic conversion to an open-end fund. Mr. Atkinson has developed a number of marketing principles; foremost among them is a strong belief that mutual fund companies must integrate their investment management processes & philosophy and their corporate personality with their marketing efforts. That is, marketing is not a veneer overlaid onto an investment management effort but rather the two must be intertwined.
Kevin Malone is president of Greenrock Research. Founded in 1996, Greenrock Research provides investment manager research, monitoring, & administration. Greenrock offers research on investment managers in domestic equity, domestic fixed income, & specialty asset classes. Greenrock monitors the investment managers using both statistical means and direct contact & subjective measures, which are disseminated to clients on a regular basis. 
Barry Mendelson is the managing partner of Capital Market Consultants, a business consulting and investment advisory firm located in Milwaukee, Wisconsin. CMC specializes in developing managed money investment programs for financial organizations and fee-based financial advisors (RIAs). CMC's core services include investment manager and mutual fund research, as well as overlay portfolio management.
Liz Nesvold is managing partner of Silver Lane Advisors, a mergers & acquisitions advisory firm specializing in the investment and wealth management industries. 
Peter Shannahan is the president of Shannahan & Company, an executive search firm located in Mill Valley, CA. Shannahan & Company is focused exclusively on the financial services industry and its clients include a wide variety of mutual fund companies, hedge funds, banks, insurance companies, and consulting firms, as well as major software vendors that cater to the financial services industry. 
Mitch Vigeveno is the CEO of Turning Point, which was founded in 1994 to provide recruiting, executive search, & consulting services to the financial services industry. Turning Point specializes in two areas: helping financial services firms find the best executive & management personnel to support their client bases and helping brokers & financial planners find the best broker/dealers for their needs. Turning Point works on a national basis and specializes in placing high quality professionals with broker/dealers, insurance companies, banks, and registered investment advisory firms. Previous assignments have included CEOs, chief operations officers, chief marketing officers, regional sales directors, chief compliance officers, actuaries, wholesalers, and a variety of customer service management personnel.