New York, New York, United States
Gregory Feldman serves as the Head of Wealth Management, North America at Coalition Greenwich. Gregory previously consulted at Capco, Oliver Wyman, and PwC Strategy& where he gained experience running strategic initiatives across wealth platforms, process optimization, vendor evaluation, operating models, and organizational structures. Prior to strategy consulting, Gregory began his career at Morgan Stanley Wealth Management. Gregory earned his MBA from Columbia Business School and graduated from Columbia University where he earned a Bachelor of Science in Operations Research, with minors in Economics, East Asian Studies, and Entrepreneurship. He is a CFA® charterholder. Gregory serves alongside other young professionals supporting the Robin Hood Foundation. He is also active in the Columbia engineering and business alumni communities.
Coalition Greenwich is the leading provider of strategic benchmarking, analytics, and insights to the financial services industry. We specialize in providing unique, high-value, and actionable information to help clients measure and drive their business performance.
• Served as trusted advisor to client leaders while delivering transformations and providing oversight to junior consulting team • Actively coached 5 protégés and maintained business development relationships with senior wealth clients outside of project work • Published article on how private equity continues to reshape the wealth management landscape through RIA consolidation
• Guided hedge fund portfolio and risk analytics vendor in structuring their growth story to prepare for upcoming capital raise • Diligenced small business-focused digital 401(k) plan provider for strategic investment team at global asset manager • Analyzed derivatives legal entities at multinational investment bank and recommended changes to reduce required capital
• Managed strategic rollout of new order generation and investment reporting systems for registered investment advisor • Organized regulatory and technology readiness efforts for launch of investment platform at global wirehouse wealth manager • Reengineered advisory, servicing operations, investments, and billing processes to transform regional wealth advisory firm • Explored vendor replacement for institutional consulting performance reporting tool at global wirehouse wealth manager • Advised global asset management service provider on product cross-selling strategy following large upstream acquisition • Established collection and reporting process for technology and operations resiliency metrics at global financial institution • Grew digital deposits for multinational retail bank by improving customer funnel conversion and marketing channel spend • Facilitated development and execution of product-related expense synergies following large payments company merger • Received multiple "Real-Time Recognition" awards for leveraging financial services knowledge and mentoring junior colleagues
Medidata is a leading global provider of cloud-based clinical development solutions that enhance the efficiency of customers' clinical trials. • Prepared materials for quarterly earnings call, including CFO script, board presentation, press release, and Q&A document • Targeted existing and potential institutional investors for roadshow meetings using Nasdaq IR Insight and S&P Capital IQ