Raymond James adds Todd Cassidy and Protiviti adds Adam Hamm

28 March 2017 Consultancy.uk

Raymond James has picked up automotive industry expert Todd Cassidy, who joins the firm from William Blair where he was the Head of Automotive and Aftermarket Banking / Director, he takes on the role of Managing Director. Protiviti has added cyber security expert Adam Hamm, who joins from the North Dakota Insurance Department, he too becomes a Managing Director.

Prior to joining Raymond James, Todd Cassidy worked for more than a decade at William Blair, where he was most recently the Head of Automotive and Aftermarket Banking / Director. Earlier in his career he worked at the Ford Motor Company as a Product Planning Analyst, between 2002 and 2005, and as a Product Engineer, between 2000 and 2002; at DaimlerChrysler as a Product Design Engineer, in 1999; at The Boeing Company as a Manufacturing Engineer, in 1998; as a Research Associate at Purdue University, in 1997; and at Raymond James for less than a year in 1996.

Cassidy holds a BSME in Mechanical Engineering from the University of Notre Dame, a in Mechanical Engineering from the University of Michigan and a Master of Business Administration from the Harvard Business School.

Cassidy joins the International Automotive and Aftermarket Investment Banking practice of the consulting firm as a Managing Director. The role sees him work with European automotive bankers, focused on supporting the continued M&A activity in the sector, as well as focusing on client work on the middle-market automotive parts, aftermarket providers, and services companies.

Dirk Liedtke, Managing Director of Raymond James’ European Advisory practice says, “Adding Todd accelerates the buildout of our worldwide capability to execute mid-market transactions with OEMs and automotive suppliers. Todd’s deep understanding of the sector paired with Raymond James’ extensive platform of services will help our clients achieve success.”

Adam Hamm - Protiviti and Todd Cassidy - Raymond James

Prior to joining Protiviti, Adam Hamm worked at the North Dakota Insurance Department, in his most recent role as Insurance Commissioner, for nine years. He also held a number of committee level roles in cybersecurity concurrently to his work for the Department, these included Chair of its Cybersecurity Task Force at the National Association of Insurance Commissioners, and the Cybersecurity Principal at the Financial, and Banking Information Infrastructure Committee and the Cybersecurity Forum for Independent and Executive Branch Regulators, for just over two years since 2015. Earlier roles include nine years at

Hamm, who holds a Juris Doctorate from The University of North Dakota School of Law, joins the firm’s Risk and Compliance practice as a Managing Director in the firm’s Chicago office. In his new role, he will focus on supporting the firm’s financial services clients deal with the increasingly fickle cyber security environment, from new products and services to threats to the industry.

Commenting on the appointment, Cory Gunderson, a Managing Director at Protiviti and the firm’s global Financial Services industry leader, says, “With Adam on our Risk and Compliance team, our clients are able to benefit from his hands-on insurance supervision experience and his unique insights on insurance regulations and cybersecurity in the insurance industry, We’re pleased that the culture and career opportunities we’ve created at Protiviti attract the caliber of experienced professionals like Adam Hamm.”

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Rapid growth sees Quantum Advisory promote trio of partners

18 April 2019 Consultancy.uk

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.