Client Service Team

No substitute for experience - Our Management Team has extremely deep and broad business knowledge and wisdom, accumulated over 100 years of cumulative learnings in many diverse industries and markets. This experience was gleaned in various capacities; as employees, managers, consultants and trusted advisors, and in companies of vastly disparate sizes and structures. This allows us to share direct, first-hand know-how for just about any financial (or other) challenge that you may be facing. Having access to this wealth of knowledge should provide you with confidence and comfort that your strategic partner (Us!) is ready to help you take your business to the next level.

The sum is greater than its parts - Another advantage we have, is the fact that rather than a group of "specialists", whose experiences are limited to one domain, our backgrounds are quite diverse and although Rise is a new venture, as a team we have worked together in various capacities over many years. Over that time, we have fostered collaborative relationships as a team, and leveraging a large network of outside experts in various fields, that isn't encumbered by ego or "pride of authorship", and values sharing opinions and perspectives, with the ultimate goal of providing the best solution for the client in all instances.