Wealth Consulting Partners – Gavin Spitzner brings over 25 years of experience working at the intersection of wealth management business strategy and technology to help organizations design and deploy solutions that drive profitable revenue growth.
Gavin has over 25 years of experience helping banks, RIAs, broker dealers and their advisors overcome complex obstacles standing in the way of accelerated, profitable growth. Operating at the junction of business strategy, the fintech landscape and execution, Gavin has helped dozens of organizations launch or enhance wealth management platform solutions leveraging innovative technologies and processes designed to improve business performance and enhance client experiences. Gavin’s areas of expertise extend to client segmentation strategy, target operating model development, vendor analysis and selection, as well as organizational change management and adoption.
Prior to consulting, Gavin was Senior Vice President of Business Development for Envestnet and before that, Prudential Investments.