Former Strategy& partners join Marakon in New York

24 September 2014 Consultancy.uk

Global management consulting firm Marakon has expanded its team with John Rolander and Srini Venkateswaran, two former partners of Booz & Company. Both senior advisors decided to leave Booz early this year following the firm’s decision to sell the business to Big 4 firm PwC.

John Rolander has more than 30 years of experience in the consulting industry and specialises in wealth and asset management, with particular expertise in sales effectiveness, sales strategy, marketing, and distribution. He previously worked for Booz & Company (currently Strategy&), where he served as a partner in the firm’s financial services practice. Prior to that, he worked at Katzenbach Partners (which was acquired by Booz in april 2009) and The Boston Consulting Group. He began his career in London in the 1980s at The MAC Group, which was acquired by Cap Gemini (currently Capgemini), where he led the global financial services business. He earned an MBA from Columbia Business School, a M.Div. from Harvard Divinity School, and a BA from Yale College.

Marakon - Results that last

Before joining Marakon, Srini Venkateswaran spent roughly 5 years at Booz & Company, where he was a partner and global leader of the digital financial services practice, and A.T. Kearney, where he also served as partner. At the two consulting firms he worked on dozens of engagements, including the positioning and strategy for a bank-owned asset manager, a post-merger strategy for a global asset management firm, a strategic transformation of the mortgage business of a money center bank, and a due diligence for M&A opportunities in credit cards and merchant acquiring. Prior to that, he was director of corporate strategy at Citi Cards and worked for eight years at another consulting firm, Booz Allen Hamilton. Venkateswaran holds an MBA in Finance & Strategy from Columbia Business School and specialises in strategy, operations, M&A and organizational effectiveness.

New York
Both Rolander and Venkateswaran will join Marakon’s New York office, although they will work closely with consultants from its Chicago, Boston and London offices. “We are excited to welcome John and Srini to Marakon. Their focus in wealth management rounds out an expertise that Marakon has been interested in growing as part of our broader financial services offering,” says Mason Kissell, Director at Marakon.

John Rolander - Srini Venkateswaran - Mason Kissell

Marakon is part of Charles River Associates* (CRA), an international consulting firm founded in 1965 that specialises in litigation, regulatory, financial consulting and management consulting. CRA has 13 offices in North America and seven offices in Europe, including a base in London.

* In June 2009 Charles River Associates acquired substantially all of Marakon Associates.

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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.