Marty Rose heads up US operations of Holley Holland

28 July 2015

Financial services specialist Holley Holland has hired Marty Rose to head up the firm’s US activities. Rose will be based in Charlotte, North Carolina, and has been tasked with expanding the consultancy’s footprint in the banking and insurance industry.

Holley Holland was established in 2008 by Andrew Holley and Mark Holland. Prior to founding the business transformation advisory, Holley worked for among others Fidelity and JP Morgan Chase, while Holland served Fidelity, KPMG, HSBC and the London Stock Exchange. Holley Holland currently has a team of 12 consultants, operating from an office at 7 Savile Row in London.

Holley Holland - Focused, boutique approach

In line with the firm’s growth ambitions, Holley Holland recently decided to cross the Atlantic and open operations in the US, the globe’s largest consulting market, estimated to be worth more than $50 billion. To head up the operations the advisory has lured Marty Rose from the Bank of America, where she served for over 20 years. Most recently Rose was COO in the bank’s Risk Group and also held the position of Programme and Governance Executive for the Global Recovery and Resolution and Global Stress Testing Group.

Prior to working in the risk division, Rose was COO and Programme Executive in the bank’s Corporate Tax Group. In this role, she led the tax operations and technology team and spearheaded various strategic initiatives. Earlier roles included providing tax support for structured finance transactions, leading global tax merger transitions and serving as EMEA Tax Director.

Andrew Holley, Mark Holland and Marty Rose

“Holley Holland is a very different type of consultancy – the team is made up of senior people from the industry. That’s why I joined – so I could advise financial institutions with confidence alongside my peers. At a time of such complexity, the need for long standing financial services experience is crucial: I know from experience you want advice from people who have been in your shoes. That’s a very rare thing to find,” comments Rose on her new role.

Holley Holland's co-founder Holley says he is “delighted to have Marty join the firm,” adding “her extensive technical experience is the perfect match for our business.” Rose will be responsible for building the firm’s US business, with a focus on immediate opportunities in Charlotte and the banking domain.

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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.