Hire Freelance Family Office Consultants
Courtney Roberts
Courtney is an executive-level professional that has successfully scaled businesses and helped them exceed growth goals. She has a proven track record in strategic planning, change management, and strategy implementation. As a chief operating officer, she grew a financial services firm from $50 million to $2 billion in assets under management. Courtney has also acted as an integrator in the entrepreneurial operating system (EOS) model and is willing to help other businesses scale and grow.
Show MoreJeff Anapolsky
Jeff is a seasoned professional who enjoys overcoming financial challenges during rapid change. He contributes over 20 years of elite training, clever insights, relevant experiences, and meaningful connections to help companies reach their highest potential. With a private equity background and Harvard MBA, Jeff partners with talented operators to attract institutional capital by delivering financial excellence in forecasting, reporting, transactions, FP&A, audits, taxes, and business planning.
Show MoreKarim Kadry
Over his 20-year career in investment banking, Karim led deals ranging from $5 million to $2 billion, coordinating closely with entrepreneurs, CEOs, and directors in a wide variety of industries. He has collaborated with teams as small as two people, as well as large corporates like UBS. As a freelancer, Karim enjoys being exposed to different sectors, meeting new people and tackling challenges. He is a CFA charter holder and has a joint MBA from IESE.
Show MoreWander Azevedo
Wander is a seasoned finance expert and strategy consultant, holding a Kellogg MBA and proven expertise in helping firms unlock their growth and value. He has led numerous strategic assignments in the financial services space for the top regional banks and key LATAM fintech enterprises while working as a consultant for Roland Berger and Accenture and taking executive positions at HSBC. Joining Toptal, Wander is willing to help entrepreneurs handle their most critical challenges.
Show MoreJean-Christophe Labbe
Jean-Christophe ran the second-best performing growth strategy at Goldman Sachs AM, raising $350 million in four years and building 100+ slide packs on the company and industry trends as the sector captain. He was an equity research analyst on TMT for eight years, ranking consistently in the top three teams. JC joined Toptal to share his expertise on forecasting growth companies, fundraising pitches, ESGs, investor relations, and his process for detecting fraud and inflated earnings.
Show MoreCarlos Salas Najera
Carlos is an FCA-regulated investment professional with an excellent track record of designing and managing investment strategies, particularly equity and asset allocation mandates. While the head of equity at LCAM, he helped raise AUM from $200 million to + $1 billion. He is keen on projects that allow him to utilize his investing/ML/AI background to add value. Carlos has extensive experience with institutional investors (pension funds, hedge funds, RIAs), family offices, and UHNWI investors.
Show MoreIlyas Anis
Ilyas is a seasoned finance business partner and FP&A who has assisted various corporate businesses and semi-governmental institutions. He is currently serving as a partner for a financial modeling boutique and business consultancy firm with decades of experience. Adopting some of the most cutting-edge technologies to build robust and efficient models based on a widely accepted financial modeling standard, Ilyas enjoys enabling users to interact with the models in a highly engaging way.
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