Jerry Stone joins PwC Risk Assurance practice as partner

13 May 2014

The American practice of PwC has appointed Jerry Stone as a partner in its Risk Assurance practice. Stone will lead the U.S. Compliance Services group as part of the firm's recently launched Performance Governance, Risk and Compliance (PGRC) practice.

Jerry Stone has a long track record in risk and financial management. In his last role he served as both an executive for a regulated health services organization. With 27 years of experience, Stone has also served as a board member of a large Mid-Atlantic insurance company from 2012 through early 2014.  Prior to that, Stone was a partner at EY where he oversaw strategic client relationships and key local practice functions as an Assurance and Advisory Business Services partner.

At PwC Stone will mainly focus on corporate, regulatory and conflict minerals compliance, in addition to managed monitoring and testing services. He will work closely with Brian Schwartz, PwC Performance GRC Practice Leader, in an effort to identify and develop organizations' strategic opportunities while implementing a more effective early-warning system for emerging risk issues.

PwC London

“At PwC, we are committed to investing in resources and talent to further drive our clients' business strategies by addressing the multidirectional business, technical and regulatory changes that are impacting organizations today," said Schwartz. "As an industry veteran, Jerry has honed his expertise in the GRC field and demonstrated his far-reaching capabilities to deliver risk assurance, audit and advisory services to organizations across a variety of highly regulated sectors including healthcare, health insurance, technology and government services. We welcome Jerry in joining our Performance GRC team."

“This is an incredible opportunity to take a broader view of key business risks, leveraging my skills and experience to develop solutions with the greatest impact to meet our clients' needs," said Stone. "The speed of change in today's business environment requires dynamic compliance programs to support business performance.  I look forward to working with the talented professionals here at PwC as we collaborate with our clients to increase stakeholder confidence and enhance visibility into interconnected business and compliance requirements across organizations.”


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Rapid growth sees Quantum Advisory promote trio of partners

18 April 2019

Three senior level consultants have been boosted to the rank of Partner at Quantum Advisory, as the firm works to meet heightened levels of client demand. Aled Edwards, Amanda Burdge and Chris Heirene become Partners as long-time Quantum member Rob Davies retires in May after 15 years as a Partner at the firm.

Founded in 2000, Quantum Advisory provides pension and employee benefits services to employers, scheme trustees and members, with five offices across the UK. The firm has enjoyed exponential growth in recent years, following a number of major client wins and booming demand for its services. It opened a new office in Bristol in 2016 to service the South West and in 2017 relocated its Cardiff office to a larger site within the Welsh capital to house the increased workforce. More recently, Quantum relocated its Amersham, Birmingham and London offices to more spacious premises in the centre of both cities to cope with demand.

The financial services consultancy, which employs 115 people across the UK, has promoted three senior team members to Partner, as part of its wider growth plans. The firm has moved Aled Edwards from Principal Consultant & Actuary, while Amanda Burdge has ascended from Principal Investment Consultant. Chris Heirene, former IT Manager, has also joined the ten current Partners at Quantum.

Aled Edwards most recently managed the actuarial team within Quantum’s Cardiff office as well as providing technical training for all staff. He boasts more than 17 years of pensions experience. He started his career as an Actuary at Jardine Lloyd Thompson’s Bristol wing, before joining Quantum in 2011. Edwards is also the President of the Welsh Actuarial Society (WAS), which supports actuaries and actuarial students living or working in Wales.

Rapid growth sees Quantum Advisory promote trio of Partners

Amanda Burdge joined Quantum’s team in 2001, as one of the fledgling firm’s first employees. Most recently she was a Principal Investment Consultant with the firm, and with more than a quarter of a century’s experience in the sector, she is responsible for providing investment advice to many of Quantum’s key clients with both defined benefit and defined contribution schemes. Prior to her time with Quantum, Burdge spent two years as a consultant with SBJ Benefit Consultants (now Capita), and three years with Tesco Pension Trustees. She currently sits on the Regulation Committee for the Pensions Management Institute.

Chris Heirene initially worked with Quantum as an IT Consultant with Teamwork Technology Services and then UES for over five years, before finally joining the firm itself in 2011. He is now responsible for Quantum’s IT systems across all of its offices, including the network and core server infrastructure which supports the business. Heirene is heavily involved in utilising IT to improve and build upon the processes in place throughout Quantum.

David Deidun, Partner at Quantum Advisory, said of the promotions, “This is a very exciting time for Quantum. The recent round of promotions fully recognise the hard work and dedication shown by the three, all of whom go above and beyond for the company. I’ve no doubt that Aled, Amanda and Chris will settle into their new roles with ease and look forward to working together to grow Quantum even further.”

The news comes as Rob Davies retires in May, after spending fifteen years as a Partner at Quantum. A qualified actuary, Davies was instrumental in setting up Quantum’s Investment Division, specialising in aiding clients with their investment strategies. He will remain with the company on a part-time consultancy basis, while working with several clients in the Fiduciary Manager area.