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Our Experts

  • Turning to a consultant for some institutions is big decision. Time and again, institutions turn to our consultants because they trust us to listen to their business problem, understand the underlying pressures and move cost-effectively toward a sound resolution. With backgrounds as regulators, bankers and compliance experts, our consultants bring the deep domain expertise you can trust to every engagement.

  • Executive Leadership

    Stevie D. Conlon

    Stevie D. Conlon

    Vice President, Tax & Regulatory Counsel: Investment Compliance; U.S. Advisory Services

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    Timothy Burniston

    Timothy Burniston

    Senior Advisor, Regulatory Strategy

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    Barbara Boccia

    Barbara Boccia, CRCM, MBA, JD

    Senior Director, U. S. Advisory Services and Regulatory Relations

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    Thomas Grundy

    Thomas Grundy, CRCM

    Senior Director, U. S. Advisory Services

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    Kris Stewart 2

    Kris Stewart

    Senior Director, Compliance Center of Excellence

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  • Consulting Management

    Shanon Conroy

    Shanon Conroy

    Manager, U.S. Advisory Services

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    Mark Miller

    Mark Miller

    Senior Manager & Program Manager, Compliance Center of Excellence

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    Ann-Marie Lefebvre

    Ann-Marie Lefebvre

    Consulting Manager, U.S. Advisory Services

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  • Consultants

    Britt Faircloth

    Britt Faircloth

    Senior Regulatory Consultant, U.S. Advisory Services

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    Neal Doherty

    Neil Doherty

    Senior Regulatory Consultant, U.S. Advisory Services

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    Wesley Zickefoose

    Wesley Zickefoose

    Consulting Manager, U.S. Advisory Services

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    Angela Myers

    Angela Myers

    Data Analyst, US Advisory Services

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    James Bork

    James T. Bork

    Senior Banking Compliance Analyst, Compliance Center of Excellence

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    Valerie Baxendale

    Valerie Baxendale

    Senior Regulatory Consultant, U.S. Advisory Services

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    Robert Desmond

    Robert Desmond

    Data Analyst, U.S. Advisory Services

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    Larry Perlman

    Larry Perlman

    Tax & Regulatory Specialist, Compliance Center of Excellence

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    MarkWhite

    Mark White

    Senior Banking & Securities Compliance Analyst, Compliance Center of Excellence

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    Samuel Holle

    Samuel Holle

    Senior Compliance Consulting Analyst, Compliance Center of Excellence

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    James Lochbihler, MBA

    Senior Regulatory Consultant, U.S. Advisory Services

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